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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,877 | $4.00M | 0.08% | −619−1.7% | Reduced |
| Brentview Investment Management LLC | 34,653 | $3.97M | 1.81% | +1,201+3.6% | Added |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.36% | 00.0% | Unchanged |
| First American Bank | 34,569 | $3.96M | 0.25% | +198+0.6% | Added |
| N.E.W. Advisory Services LLC | 34,533 | $3.96M | 0.35% | −602−1.7% | Reduced |
| State of Alaska, Department of Revenue | 34,445 | $3.95M | 0.04% | −1,385−3.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,405 | $3.94M | 0.14% | +179+0.5% | Added |
| DRW Securities, LLC | 34,382 | $3.94M | 0.20% | +34,382 | New |
| UniSuper Management Pty Ltd | 33,980 | $3.89M | 0.02% | +4,166+14.0% | Added |
| Rafferty Asset Management, LLC | 33,881 | $3.88M | 0.01% | −415−1.2% | Reduced |
| Castellan Group, LLC | 33,556 | $3.85M | 0.56% | +1,122+3.5% | Added |
| Metis Global Partners, LLC | 33,546 | $3.84M | 0.09% | +4,825+16.8% | Added |
| Glenmede Investment Management, LP | 33,539 | $3.84M | 0.02% | −4,434−11.7% | Reduced |
| Captrust Financial Advisors | 33,413 | $3.83M | 0.01% | +1,684+5.3% | Added |
| Mercer Global Advisors Inc | 33,348 | $3.82M | 0.01% | +6,127+22.5% | Added |
| Belpointe Asset Management LLC | 33,342 | $3.82M | 0.15% | +1,513+4.8% | Added |
| KBC Group NV | 32,983 | $3.78M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 32,367 | $3.71M | 0.01% | +1,492+4.8% | Added |
| Journey Advisory Group, LLC | 32,260 | $3.70M | 0.27% | +1,996+6.6% | Added |
| Eventide Asset Management, LLC | 31,765 | $3.63M | 0.06% | +2,436+8.3% | Added |
| London & Capital Asset Management Ltd | 31,498 | $3.61M | 0.26% | +10,231+48.1% | Added |
| Leavell Investment Management, Inc. | 31,031 | $3.56M | 0.15% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 31,000 | $3.55M | 1.81% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 30,304 | $3.47M | 0.05% | −262,996−89.7% | Reduced |
| Zions Bancorporation, National Association | 30,212 | $3.46M | 0.17% | −4,832−13.8% | Reduced |
| Marietta Investment Partners LLC | 30,073 | $3.45M | 0.66% | +337+1.1% | Added |
| Premier Fund Managers Ltd | 30,000 | $3.43M | 0.14% | −3,000−9.1% | Reduced |
| Credit Agricole S A | 29,720 | $3.41M | 0.01% | +29,720 | New |
| Ascent Group, LLC | 29,532 | $3.38M | 0.12% | +10,532+55.4% | Added |
| Farmers & Merchants Investments Inc | 29,518 | $3.38M | 0.10% | −500−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 29,337 | $3.36M | 0.01% | −722−2.4% | Reduced |
| Concurrent Investment Advisors, LLC | 28,957 | $3.32M | 0.06% | +658+2.3% | Added |
| Principal Securities, Inc. | 28,931 | $3.32M | 0.05% | +3,308+12.9% | Added |
| Prosperity Consulting Group, LLC | 28,248 | $3.24M | 0.16% | −2,164−7.1% | Reduced |
| J.W. Cole Advisors, Inc. | 28,042 | $3.21M | 0.06% | +3,113+12.5% | Added |
| HighPoint Advisor Group LLC | 27,968 | $3.20M | 0.15% | +2,058+7.9% | Added |
| Ameritas Advisory Services, LLC | 27,910 | $3.20M | 0.21% | +11,981+75.2% | Added |
| CWM, LLC | 27,810 | $3.19M | 0.01% | +5,114+22.5% | Added |
| Private Advisor Group, LLC | 27,548 | $3.16M | 0.02% | +802+3.0% | Added |
| Lantz Financial LLC | 27,383 | $3.14M | 0.69% | −27−0.1% | Reduced |
| Pacer Advisors, Inc. | 27,132 | $3.11M | 0.01% | −13,501−33.2% | Reduced |
| Intech Investment Management LLC | 27,023 | $3.10M | 0.03% | +3,511+14.9% | Added |
| Level Four Advisory Services, LLC | 26,941 | $3.09M | 0.11% | +694+2.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 26,783 | $3.07M | 1.29% | −28−0.1% | Reduced |
| apricus wealth, LLC | 26,720 | $3.06M | 1.65% | −130−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 26,489 | $3.04M | 0.10% | +26,489 | New |
| Wolverine Trading, LLC | 26,549 | $3.03M | 0.06% | +23,074+664.0% | Added |
| Bokf, NA | 26,264 | $3.01M | 0.05% | −395−1.5% | Reduced |
| Rothschild Investment LLC | 26,210 | $3.00M | 0.17% | −719−2.7% | Reduced |
| Cushing Asset Management, LP | 26,000 | $2.98M | 0.17% | +26,000 | New |
| Vident Advisory, LLC | 25,694 | $2.94M | 0.03% | −533−2.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,607 | $2.93M | 0.67% | +223+0.9% | Added |
| Brown Advisory Inc | 25,368 | $2.91M | 0.00% | −389−1.5% | Reduced |
| Patton Fund Management, Inc. | 25,227 | $2.89M | 0.52% | −711−2.7% | Reduced |
| Independent Advisor Alliance | 25,122 | $2.88M | 0.07% | +2,138+9.3% | Added |
| Pensionmark Financial Group, LLC | 24,831 | $2.85M | 0.06% | +744+3.1% | Added |
| Trilogy Capital Inc. | 24,165 | $2.77M | 0.13% | −806−3.2% | Reduced |
| Kieckhefer Group LLC | 24,000 | $2.75M | 1.29% | +24,000 | New |
| Penobscot Investment Management Company, Inc. | 23,964 | $2.75M | 0.21% | −780−3.2% | Reduced |
| Global Retirement Partners, LLC | 23,708 | $2.72M | 0.06% | +1,096+4.8% | Added |
| Empowered Funds, LLC | 23,629 | $2.71M | 0.03% | +339+1.5% | Added |
| Smith Group Asset Management, LLC | 23,440 | $2.69M | 0.15% | 00.0% | Unchanged |
| RFG Advisory, LLC | 23,356 | $2.68M | 0.06% | +1,099+4.9% | Added |
| Savant Capital, LLC | 23,294 | $2.67M | 0.02% | +1,923+9.0% | Added |
| Broadwater Capital Management LLC | 23,200 | $2.66M | 1.95% | −2,394,240−99.0% | Reduced |
| D.A. Davidson & Co. | 23,061 | $2.64M | 0.02% | +6,522+39.4% | Added |
| Wedbush Securities Inc | 23,018 | $2.64M | 0.09% | +6,525+39.6% | Added |
| Jones Financial Companies LLLP | 23,251 | $2.63M | 0.00% | +6,421+38.2% | Added |
| Meyer Handelman Co | 22,550 | $2.58M | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 22,220 | $2.55M | 0.13% | +5,398+32.1% | Added |
| Sit Investment Associates Inc | 21,980 | $2.52M | 0.05% | −83−0.4% | Reduced |
| Heritage Family Offices, LLP | 21,867 | $2.51M | 1.17% | +8,906+68.7% | Added |
| Mizuho Securities USA LLC | 23,443 | $2.50M | 0.05% | +1,389+6.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,741 | $2.49M | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 21,273 | $2.44M | 0.02% | +608+2.9% | Added |
| Flputnam Investment Management Co | 21,103 | $2.42M | 0.04% | −229−1.1% | Reduced |
| Colonial Trust Co | 20,765 | $2.38M | 0.32% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 20,525 | $2.35M | 0.03% | −1,617−7.3% | Reduced |
| GAMMA Investing LLC | 20,488 | $2.35M | 0.13% | +1,496+7.9% | Added |
| Lido Advisors, LLC | 20,469 | $2.35M | 0.01% | −2,996−12.8% | Reduced |
| Ellenbecker Investment Group | 20,117 | $2.31M | 0.34% | +95+0.5% | Added |
| Kentucky Retirement Systems | 20,053 | $2.30M | 0.06% | −212−1.0% | Reduced |
| Red Cedar Investment Management, LLC | 20,045 | $2.30M | 0.27% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 20,000 | $2.29M | 0.88% | +2,000+11.1% | Added |
| Stonebridge Financial Group, LLC | 19,879 | $2.28M | 0.20% | +131+0.7% | Added |
| Mesirow Financial Investment Management, Inc. | 19,875 | $2.28M | 0.04% | −4,926−19.9% | Reduced |
| Janus Henderson Group PLC | 19,729 | $2.26M | 0.00% | −2,962−13.1% | Reduced |
| Siemens Fonds Invest GmbH | 19,678 | $2.25M | 0.12% | +5,147+35.4% | Added |
| Keybank National Association | 19,626 | $2.25M | 0.01% | −1,411−6.7% | Reduced |
| Norinchukin Bank, The | 19,605 | $2.25M | 0.03% | +415+2.2% | Added |
| Ameritas Investment Partners, Inc. | 19,502 | $2.23M | 0.07% | +12+0.1% | Added |
| Nicolet Bankshares Inc | 19,344 | $2.22M | 0.36% | −26−0.1% | Reduced |
| Gries Financial LLC | 19,168 | $2.20M | 0.35% | +621+3.3% | Added |
| Jain Global LLC | 19,164 | $2.20M | 0.03% | +19,164 | New |
| Natixis | 19,144 | $2.19M | 0.01% | +13,426+234.8% | Added |
| Apollon Financial, LLC | 19,131 | $2.19M | 0.36% | +136+0.7% | Added |
| KCM Investment Advisors LLC | 19,075 | $2.19M | 0.07% | −582−3.0% | Reduced |
| BKM Wealth Management, LLC | 19,060 | $2.18M | 0.81% | +15+0.1% | Added |
| Thrivent Financial for Lutherans | 19,062 | $2.18M | 0.00% | −2,449−11.4% | Reduced |
| Ontario Teachers Pension Plan Board | 18,923 | $2.17M | 0.05% | −36,094−65.6% | Reduced |