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 |
|---|---|---|---|---|---|
| First Horizon Corp | 588 | $67.4K | 0.00% | +588 | New |
| Anchor Investment Management, LLC | 587 | $67.3K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $66.5K | 0.03% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 578 | $66.0K | 0.00% | +108+23.0% | Added |
| GHP Investment Advisors, Inc. | 569 | $65.2K | 0.00% | +5+0.9% | Added |
| CNB Bank | 564 | $64.6K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 555 | $63.6K | 0.02% | +340+158.1% | Added |
| Ancora Advisors, LLC | 554 | $63.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 540 | $61.9K | 0.02% | −286−34.6% | Reduced |
| Perritt Capital Management Inc | 524 | $60.1K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 523 | $59.9K | 0.04% | −6−1.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 521 | $59.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 518 | $59.4K | 0.00% | −73−12.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 514 | $58.9K | 0.01% | −125−19.6% | Reduced |
| Deseret Mutual Benefit Administrators | 488 | $55.9K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 486 | $55.7K | 0.03% | +41+9.2% | Added |
| SOA Wealth Advisors, LLC. | 480 | $55.0K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 453 | $51.9K | 0.04% | +453 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $50.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 440 | $50.4K | 0.01% | +89+25.4% | Added |
| Essex Investment Management Co LLC | 430 | $49.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 423 | $48.5K | 0.00% | −2−0.5% | Reduced |
| Hoey Investments, Inc | 423 | $48.5K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 403 | $46.2K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $45.8K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 398 | $45.6K | 0.02% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 398 | $45.6K | 0.02% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 380 | $43.5K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 379 | $43.4K | 0.03% | +1+0.3% | Added |
| Creekmur Asset Management LLC | 378 | $43.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 378 | $43.3K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 377 | $43.2K | 0.02% | +5+1.3% | Added |
| Vestor Capital, LLC | 372 | $43.0K | 0.00% | +372 | New |
| ORG Partners LLC | 369 | $42.3K | 0.01% | +41+12.5% | Added |
| Whittier Trust Co | 359 | $40.7K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 343 | $39.3K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 333 | $38.2K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 332 | $38.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 338 | $38.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 335 | $38.0K | 0.00% | +335 | New |
| Peoples Financial Services Corp. | 326 | $37.4K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 312 | $35.8K | 0.02% | +312 | New |
| Ameriflex Group, Inc. | 310 | $35.5K | 0.01% | −631−67.1% | Reduced |
| Covestor Ltd | 296 | $34.0K | 0.02% | +52+21.3% | Added |
| Silvant Capital Management LLC | 290 | $33.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 289 | $33.1K | 0.02% | +2+0.7% | Added |
| LOM Asset Management Ltd | 285 | $33.0K | 0.01% | +20+7.5% | Added |
| New England Capital Financial Advisors LLC | 279 | $31.9K | 0.01% | +1+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 264 | $30.3K | 0.00% | +8+3.1% | Added |
| Princeton Global Asset Management LLC | 263 | $30.1K | 0.00% | +1+0.4% | Added |
| Osterweis Capital Management Inc | 262 | $30.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 265 | $30.0K | 0.00% | +265 | New |
| Rosenberg Matthew Hamilton | 252 | $28.9K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 250 | $28.6K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 249 | $28.5K | 0.00% | −12−4.6% | Reduced |
| Prudent Man Investment Management, Inc. | 300 | $28.2K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 245 | $28.1K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 242 | $27.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 236 | $27.0K | 0.00% | +3+1.3% | Added |
| Scarborough Advisors, LLC | 230 | $26.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $26.1K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 229 | $26.0K | 0.00% | +5+2.2% | Added |
| Gen-Wealth Partners Inc | 225 | $25.8K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 214 | $24.5K | 0.00% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 205 | $23.5K | 0.00% | +205 | New |
| HHM Wealth Advisors, LLC | 204 | $23.3K | 0.00% | +1+0.5% | Added |
| Bank of New Hampshire | 200 | $22.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 193 | $22.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 192 | $22.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 190 | $21.8K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 186 | $21.3K | 0.01% | +186 | New |
| Newbridge Financial Services Group, Inc. | 183 | $21.0K | 0.00% | −13−6.6% | Reduced |
| Hoese & Co LLP | 180 | $20.6K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 166 | $19.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 155 | $17.7K | 0.01% | +1+0.6% | Added |
| SBI Securities Co., Ltd. | 152 | $17.4K | 0.00% | +4+2.7% | Added |
| South State Corp. | 150 | $17.2K | 0.00% | +110+275.0% | Added |
| Kerr Financial Planning Corp | 145 | $16.2K | 0.02% | +145 | New |
| Essential Partners LLC | 141 | $16.2K | 0.01% | +92+187.8% | Added |
| Fortitude Family Office, LLC | 136 | $15.6K | 0.00% | −10−6.8% | Reduced |
| Midwest Capital Advisors, LLC | 136 | $15.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 135 | $15.5K | 0.00% | +135 | New |
| PFS Partners, LLC | 129 | $14.8K | 0.01% | +28+27.7% | Added |
| Rogco, LP | 126 | $14.4K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 122 | $14.0K | 0.00% | +7+6.1% | Added |
| CGC Financial Services, LLC | 120 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 119 | $13.6K | 0.00% | +119 | New |
| Kimelman & Baird, LLC | 116 | $13.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 115 | $13.2K | 0.00% | +1+0.9% | Added |
| Cornerstone Planning Group LLC | 11 | $13.2K | 0.00% | −124−91.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 113 | $12.9K | 0.00% | +97+606.3% | Added |
| DHJJ Financial Advisors, Ltd. | 112 | $12.8K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 111 | $12.7K | 0.02% | +111 | New |
| Sachetta, LLC | 109 | $12.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 109 | $12.5K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 105 | $12.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 102 | $11.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $11.5K | 0.01% | 00.0% | Unchanged |