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 |
|---|---|---|---|---|---|
| Boston Research & Management Inc | 1,902 | $218.0K | 0.05% | +1,902 | New |
| Childress Capital Advisors, LLC | 1,898 | $217.5K | 0.04% | +1,898 | New |
| Baker Tilly Wealth Management, LLC | 1,883 | $215.8K | 0.05% | +1,883 | New |
| Sound Income Strategies, LLC | 1,892 | $215.4K | 0.01% | +239+14.5% | Added |
| Community Bank & Trust, Waco, Texas | 1,868 | $214.0K | 0.04% | +1,868 | New |
| Brady Family Wealth, LLC | 1,865 | $213.7K | 0.07% | −983−34.5% | Reduced |
| Synovus Financial Corp | 1,864 | $213.7K | 0.00% | +1,864 | New |
| Astoria Portfolio Advisors LLC. | 1,858 | $212.9K | 0.06% | +1,858 | New |
| Fidelity D & D Bancorp Inc | 1,852 | $212.2K | 0.12% | −230−11.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,850 | $212.0K | 0.04% | +1,850 | New |
| Finward Bancorp | 1,843 | $211.2K | 0.16% | +1,843 | New |
| Tradition Wealth Management, LLC | 1,842 | $211.1K | 0.02% | +1,842 | New |
| Clark Asset Management, LLC | 1,839 | $210.7K | 0.02% | +1,839 | New |
| Marshall Financial Group LLC | 1,837 | $210.5K | 0.04% | +1,837 | New |
| Larson Financial Group LLC | 1,834 | $210.2K | 0.01% | +680+58.9% | Added |
| Diversified Enterprises, LLC | 1,833 | $210.1K | 0.01% | +1,833 | New |
| Enterprise Financial Services Corp | 1,826 | $209.2K | 0.11% | −221−10.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,812 | $207.6K | 0.05% | +1,812 | New |
| Next Capital Management LLC | 1,806 | $206.9K | 0.07% | +1,806 | New |
| Pekin Hardy Strauss, Inc. | 1,801 | $206.4K | 0.02% | +1,801 | New |
| Correct Capital Wealth Management | 1,800 | $206.3K | 0.04% | +1,800 | New |
| Bill Few Associates, Inc. | 1,800 | $206.3K | 0.05% | +1,800 | New |
| CRA Financial Services, LLC | 1,798 | $206.0K | 0.03% | +1,798 | New |
| CX Institutional | 1,801 | $206.0K | 0.01% | +38+2.2% | Added |
| First Command Advisory Services, Inc. | 1,794 | $205.6K | 0.00% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,793 | $205.4K | 0.07% | +1,793 | New |
| Tyche Wealth Partners LLC | 1,782 | $204.3K | 0.04% | −297−14.3% | Reduced |
| Radnor Capital Management, LLC | 1,778 | $203.7K | 0.03% | +1,778 | New |
| Richardson Financial Services Inc. | 1,773 | $203.2K | 0.13% | −33−1.8% | Reduced |
| Shelton Capital Management | 1,770 | $202.8K | 0.00% | +1,770 | New |
| Sugar Maple Asset Management, LLC | 1,770 | $202.8K | 0.15% | +1,770 | New |
| StoneX Group Inc. | 1,764 | $202.1K | 0.01% | +1,764 | New |
| Financial Partners Group, Inc | 1,755 | $201.2K | 0.03% | +1,755 | New |
| Acadian Asset Management LLC | 1,757 | $201.0K | 0.00% | +377+27.3% | Added |
| Monetary Management Group Inc | 1,750 | $200.5K | 0.05% | −550−23.9% | Reduced |
| Cape Investment Advisory, Inc. | 1,700 | $194.8K | 0.19% | +77+4.7% | Added |
| Gladwyn Financial Advisors, Inc. | 1,679 | $192.4K | 0.14% | +13+0.8% | Added |
| Operose Advisors LLC | 1,613 | $184.8K | 0.05% | +339+26.6% | Added |
| Cullen/Frost Bankers, Inc. | 1,601 | $183.5K | 0.00% | +325+25.5% | Added |
| Virtus Investment Advisers, Inc. | 1,572 | $180.1K | 0.05% | −75−4.6% | Reduced |
| Quent Capital, LLC | 1,541 | $176.5K | 0.01% | +1,541 | New |
| Measured Wealth Private Client Group, LLC | 1,412 | $161.8K | 0.04% | +1,412 | New |
| Sunbelt Securities, Inc. | 1,380 | $158.1K | 0.01% | +1,329+2,605.9% | Added |
| Financial Perspectives, Inc | 1,338 | $153.3K | 0.04% | 00.0% | Unchanged |
| NBT Bank N A | 535 | $151.7K | 0.01% | −459−46.2% | Reduced |
| JNBA Financial Advisors | 1,313 | $150.5K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,269 | $145.5K | 0.16% | +81+6.8% | Added |
| CoreCap Advisors, LLC | 1,218 | $139.7K | 0.01% | +45+3.8% | Added |
| Trust Co of Vermont | 1,188 | $136.1K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,171 | $134.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,147 | $131.5K | 0.01% | +77+7.2% | Added |
| TD Waterhouse Canada Inc. | 1,144 | $129.3K | 0.00% | +40+3.6% | Added |
| Evermay Wealth Management LLC | 1,128 | $129.3K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,110 | $127.2K | 0.01% | −490−30.6% | Reduced |
| RMG Wealth Management LLC | 1,059 | $124.2K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,059 | $121.3K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,058 | $121.2K | 0.02% | +4+0.4% | Added |
| TCTC Holdings, LLC | 1,018 | $116.7K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,014 | $116.2K | 0.01% | +1,014 | New |
| Avalon Trust Co | 999 | $114.5K | 0.01% | +333+50.0% | Added |
| Pinnacle Bancorp, Inc. | 982 | $112.5K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 977 | $112.0K | 0.02% | +2+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 973 | $111.5K | 0.01% | −565−36.7% | Reduced |
| Cromwell Holdings LLC | 946 | $108.4K | 0.06% | +16+1.7% | Added |
| Capital Advisors, Ltd. LLC | 913 | $105.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 902 | $103.4K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 900 | $103.1K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 876 | $100.4K | 0.01% | +865+7,863.6% | Added |
| Catalyst Capital Advisors LLC | 869 | $99.6K | 0.00% | −38−4.2% | Reduced |
| Boit C F David | 867 | $99.3K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 867 | $99.3K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 862 | $98.8K | 0.03% | +5+0.6% | Added |
| Onefund, LLC | 860 | $98.5K | 0.06% | +30+3.6% | Added |
| Rossby Financial, LCC | 861 | $97.3K | 0.03% | −16−1.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 840 | $96.3K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 824 | $94.0K | 0.06% | −85−9.4% | Reduced |
| Oakworth Capital, Inc. | 809 | $92.7K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 800 | $91.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 781 | $89.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 773 | $88.6K | 0.01% | +16+2.1% | Added |
| Trust Co | 768 | $88.0K | 0.01% | +768 | New |
| Independence Bank of Kentucky | 756 | $86.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 736 | $84.3K | 0.01% | −6−0.8% | Reduced |
| GW&K Investment Management, LLC | 731 | $84.0K | 0.00% | −8−1.1% | Reduced |
| Root Financial Partners, LLC | 731 | $83.7K | 0.01% | +731 | New |
| Guinness Asset Management LTD | 704 | $80.4K | 0.00% | +704 | New |
| Strengthening Families & Communities, LLC | 699 | $80.2K | 0.02% | +5+0.7% | Added |
| TruNorth Capital Management, LLC | 690 | $79.1K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 684 | $78.4K | 0.03% | 00.0% | Unchanged |
| Joseph Group Capital Management | 676 | $77.5K | 0.02% | +676 | New |
| Ostrum Asset Management | 660 | $75.6K | 0.00% | −22−3.2% | Reduced |
| Loomis Sayles & Co L P | 658 | $75.4K | 0.00% | −168−20.3% | Reduced |
| Bank of Jackson Hole Trust | 632 | $72.4K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 630 | $72.2K | 0.01% | −101−13.8% | Reduced |
| JPL Wealth Management, LLC | 628 | $72.0K | 0.02% | +628 | New |
| Hollencrest Capital Management | 612 | $70.1K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 612 | $70.1K | 0.01% | +612 | New |
| Volterra Technologies LP | 611 | $70.0K | 0.05% | −577−48.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 600 | $68.8K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $68.8K | 0.02% | 00.0% | Unchanged |