Wec Energy Group, Inc.
WEC- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000783325
In the last 90 days, Wec Energy Group, Inc. insiders filed 0 open-market purchases and 1 sale; 1,408 institutions reported holding it in 13F filings for Q2 2026, worth $32.7B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in Wec Energy Group, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,295
- +57 vs. Q2 2025
- Shares held
- 268.3M
- +4.26M (+1.6%) vs. Q2 2025
- Total value
- $30.7B
- +$3.44B (+12.6%) vs. Q2 2025
- New holders
- 135
- 542 more added
- Sold out
- 78
- 371 more reduced
20 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WEC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,408 | $32.7B |
| Q1 2026 | 1,381 | $32.2B |
| Q4 2025 | 1,347 | $28.6B |
| Q3 2025 | 1,295 | $30.7B |
| Q2 2025 | 1,258 | $27.5B |
| Q1 2025 | 1,270 | $28.4B |
| Q4 2024 | 1,196 | $24.5B |
| Q3 2024 | 1,132 | $24.2B |
| Q2 2024 | 1,076 | $19.3B |
| Q1 2024 | 1,039 | $20.2B |
| Q4 2023 | 1,051 | $20.5B |
| Q3 2023 | 991 | $19.3B |
| Q2 2023 | 1,026 | $21.1B |
| Q1 2023 | 1,018 | $22.5B |
| Q4 2022 | 1,068 | $22.4B |
| Q3 2022 | 1,012 | $21.0B |
| Q2 2022 | 1,039 | $23.6B |
| Q1 2022 | 1,016 | $22.8B |
| Q4 2021 | 999 | $22.5B |
| Q3 2021 | 927 | $20.3B |
| Q2 2021 | 945 | $20.4B |
| Q1 2021 | 929 | $21.8B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keystone Financial Group, Inc. | 2,551 | $292.3K | 0.16% | +244+10.6% | Added |
| TownSquare Capital, LLC | 2,541 | $291.2K | 0.04% | −5,985−70.2% | Reduced |
| Continuum Advisory, LLC | 2,528 | $289.7K | 0.03% | −355−12.3% | Reduced |
| Quest Partners LLC | 2,524 | $289.2K | 0.02% | −1,094−30.2% | Reduced |
| CFS Investment Advisory Services, LLC | 2,496 | $289.1K | 0.02% | +86+3.6% | Added |
| Atticus Wealth Management, LLC | 2,522 | $289.0K | 0.07% | +19+0.8% | Added |
| Chesapeake Asset Management LLC | 2,522 | $289.0K | 0.26% | −49−1.9% | Reduced |
| Trust Point Inc. | 2,518 | $288.5K | 0.02% | +332+15.2% | Added |
| Code Waechter LLC | 2,473 | $288.1K | 0.19% | +27+1.1% | Added |
| Busey Wealth Management | 2,501 | $286.6K | 0.01% | +79+3.3% | Added |
| VisionPoint Advisory Group, LLC | 2,498 | $286.2K | 0.06% | +253+11.3% | Added |
| Titleist Asset Management, LLC | 2,492 | $285.6K | 0.03% | −84−3.3% | Reduced |
| Weaver Capital Management LLC | 2,482 | $284.5K | 0.06% | −269−9.8% | Reduced |
| Integris Wealth Management, LLC | 2,477 | $283.8K | 0.07% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,466 | $282.6K | 0.04% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,465 | $282.5K | 0.10% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,465 | $282.4K | 0.01% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,457 | $281.5K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,457 | $281.5K | 0.00% | +254+11.5% | Added |
| Savvy Advisors, Inc. | 2,454 | $281.2K | 0.01% | +2,454 | New |
| New Age Alpha Advisors, LLC | 2,453 | $281.1K | 0.01% | +1,863+315.8% | Added |
| Drive Wealth Management, LLC | 2,441 | $279.7K | 0.06% | +138+6.0% | Added |
| Argent Trust Co | 2,404 | $275.5K | 0.01% | −68−2.8% | Reduced |
| Ariston Services Group | 2,401 | $275.1K | 0.17% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,389 | $273.8K | 0.08% | −150−5.9% | Reduced |
| Planning Center, Inc. | 2,382 | $273.0K | 0.03% | −10.0% | Reduced |
| Trustmark National Bank Trust Department | 2,381 | $272.8K | 0.02% | −90−3.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $272.7K | 0.01% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 2,377 | $272.4K | 0.21% | −154−6.1% | Reduced |
| Baker Ellis Asset Management LLC | 2,372 | $271.8K | 0.03% | +2,372 | New |
| Liberty Wealth Management LLC | 2,370 | $271.6K | 0.04% | +30+1.3% | Added |
| Atlantic Union Bankshares Corp | 2,358 | $270.2K | 0.01% | +1,618+218.6% | Added |
| Choate Investment Advisors | 2,347 | $268.9K | 0.01% | −935−28.5% | Reduced |
| Optimize Financial Inc | 2,342 | $268.4K | 0.14% | +2,342 | New |
| Tower Wealth Partners, Inc. | 2,339 | $268.0K | 0.15% | +37+1.6% | Added |
| Kera Capital Partners, Inc. | 2,336 | $267.7K | 0.04% | +359+18.2% | Added |
| Spirepoint Private Client, LLC | 2,331 | $267.1K | 0.03% | +349+17.6% | Added |
| LCNB Corp | 2,318 | $265.6K | 0.09% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,310 | $264.7K | 0.07% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,307 | $264.4K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,305 | $264.2K | 0.02% | +5+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $264.0K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,280 | $261.2K | 0.00% | −181−7.4% | Reduced |
| Aprio Wealth Management, LLC | 2,273 | $260.4K | 0.03% | +2,273 | New |
| Massmutual Trust Co FSB | 2,256 | $258.5K | 0.01% | −305−11.9% | Reduced |
| Essex Savings Bank | 2,252 | $258.0K | 0.06% | +6+0.3% | Added |
| Alliance Wealth Advisors, LLC | 2,244 | $257.1K | 0.13% | +67+3.1% | Added |
| Tocqueville Asset Management L.P. | 2,235 | $256.1K | 0.00% | +2,235 | New |
| Pure Financial Advisors, Inc. | 2,233 | $255.9K | 0.00% | +292+15.0% | Added |
| Lockerman Financial Group, Inc. | 2,228 | $255.3K | 0.32% | −3−0.1% | Reduced |
| National Wealth Management Group, LLC | 2,221 | $254.5K | 0.10% | +2,221 | New |
| Perkins Coie Trust Co | 2,202 | $252.3K | 0.05% | 00.0% | Unchanged |
| Capital Management Corp | 2,200 | $252.1K | 0.04% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,197 | $251.8K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,194 | $251.4K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,192 | $251.2K | 0.00% | −319−12.7% | Reduced |
| Second Line Capital, LLC | 2,187 | $250.6K | 0.05% | −6−0.3% | Reduced |
| WealthShield Partners, LLC | 2,179 | $249.7K | 0.03% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,177 | $249.5K | 0.40% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,174 | $249.1K | 0.01% | +36+1.7% | Added |
| Hager Investment Management Services, LLC | 2,170 | $248.7K | 0.13% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,162 | $247.7K | 0.02% | −76−3.4% | Reduced |
| Blueshift Asset Management, LLC | 2,157 | $247.2K | 0.08% | +2,157 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 2,151 | $246.5K | 0.24% | −6−0.3% | Reduced |
| Park Place Capital Corp | 2,151 | $246.5K | 0.05% | +76+3.7% | Added |
| Boston Private Wealth LLC | 2,151 | $246.5K | 0.01% | +2,151 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $244.4K | 0.42% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,119 | $242.8K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,103 | $241.0K | 0.01% | −40−1.9% | Reduced |
| Connecticut Wealth Management, LLC | 2,092 | $239.7K | 0.01% | +16+0.8% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,081 | $238.5K | 0.18% | −665−24.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,069 | $238.3K | 0.01% | −319−13.4% | Reduced |
| Neville Rodie & Shaw Inc | 2,078 | $238.0K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 2,061 | $236.2K | 0.01% | +2,061 | New |
| Howard Capital Management Inc. | 2,058 | $235.8K | 0.00% | +66+3.3% | Added |
| Fukoku Mutual Life Insurance Co | 2,052 | $235.1K | 0.01% | −499−19.6% | Reduced |
| Cambria Investment Management, L.P. | 2,051 | $235.0K | 0.01% | +2,051 | New |
| Plotkin Financial Advisors, LLC | 2,042 | $234.0K | 0.12% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,030 | $232.6K | 0.09% | +2,030 | New |
| Avestar Capital, LLC | 2,028 | $232.4K | 0.02% | +2,028 | New |
| RDA Financial Network | 2,027 | $232.2K | 0.06% | −262−11.4% | Reduced |
| KilterHowling LLC | 2,018 | $231.2K | 0.13% | +17+0.8% | Added |
| Fisher Asset Management, LLC | 2,016 | $231.1K | 0.00% | +2,016 | New |
| High Falls Advisors, Inc | 2,011 | $230.4K | 0.05% | +12+0.6% | Added |
| Tompkins Financial Corp | 2,000 | $229.2K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,997 | $228.9K | 0.01% | −366−15.5% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $228.4K | 0.06% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,974 | $226.2K | 0.01% | +6+0.3% | Added |
| Strategic Investment Advisors | 1,959 | $224.5K | 0.02% | −913−31.8% | Reduced |
| Perennial Investment Advisors, LLC | 1,955 | $224.0K | 0.02% | +1,955 | New |
| Edgemoor Investment Advisors, Inc. | 1,952 | $223.7K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,945 | $222.9K | 0.02% | +1,945 | New |
| Addison Advisors LLC | 1,941 | $222.4K | 0.05% | −48−2.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,940 | $222.3K | 0.04% | +1,940 | New |
| Dividend Assets Capital, LLC | 1,936 | $221.8K | 0.04% | −18−0.9% | Reduced |
| Pitcairn Co | 1,933 | $221.5K | 0.02% | −729−27.4% | Reduced |
| OMC Financial Services LTD | 1,922 | $220.2K | 0.08% | +1,922 | New |
| Capital Investment Advisors, LLC | 1,921 | $220.1K | 0.00% | +1,921 | New |
| Wrapmanager Inc | 1,905 | $218.3K | 0.07% | −297−13.5% | Reduced |
| Defined Wealth Management, LLC | 1,905 | $218.3K | 0.13% | +1,905 | New |