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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 18,871 | $2.16M | 0.07% | −369−1.9% | Reduced |
| Atlantic Trust, LLC | 18,782 | $2.15M | 0.37% | +15+0.1% | Added |
| Drucker Wealth 3.0, LLC | 18,617 | $2.13M | 0.38% | −2,414−11.5% | Reduced |
| Pathway Financial Advisers, LLC | 18,412 | $2.10M | 0.61% | +236+1.3% | Added |
| Caldwell Trust Co | 18,198 | $2.09M | 0.19% | +701+4.0% | Added |
| Spirit of America Management Corp | 18,000 | $2.06M | 0.41% | +300+1.7% | Added |
| Nicholson Wealth Management Group, LLC | 17,559 | $2.01M | 1.18% | +155+0.9% | Added |
| NorthRock Partners, LLC | 17,457 | $2.00M | 0.04% | +5,125+41.6% | Added |
| Ronald Blue Trust, Inc. | 17,448 | $2.00M | 0.02% | +607+3.6% | Added |
| LVW Advisors, LLC | 17,441 | $2.00M | 0.21% | +179+1.0% | Added |
| Nordea Investment Management AB | 17,502 | $2.00M | 0.00% | +2,447+16.3% | Added |
| Simplex Trading, LLC | 17,413 | $2.00M | 0.04% | +16,866+3,083.4% | Added |
| Rodgers Brothers Inc. | 17,374 | $1.99M | 0.25% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 17,189 | $1.97M | 0.06% | +1,025+6.3% | Added |
| Beverly Hills Private Wealth, LLC | 17,146 | $1.96M | 0.35% | −441−2.5% | Reduced |
| Fox Hill Wealth Management | 16,980 | $1.95M | 0.91% | +602+3.7% | Added |
| Louisiana State Employees Retirement System | 16,900 | $1.94M | 0.03% | +100+0.6% | Added |
| Beacon Pointe Advisors, LLC | 16,855 | $1.93M | 0.02% | +3,560+26.8% | Added |
| Profund Advisors LLC | 16,827 | $1.93M | 0.06% | +783+4.9% | Added |
| Royal London Asset Management Ltd | 16,716 | $1.92M | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 16,616 | $1.90M | 0.03% | +1,118+7.2% | Added |
| Dana Investment Advisors, Inc. | 16,558 | $1.90M | 0.06% | −348−2.1% | Reduced |
| Great Valley Advisor Group, Inc. | 16,560 | $1.90M | 0.04% | +1,680+11.3% | Added |
| Legato Capital Management LLC | 16,482 | $1.89M | 0.21% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,251 | $1.86M | 0.04% | +727+4.7% | Added |
| Jane Street Group, LLC | 16,227 | $1.86M | 0.00% | +16,227 | New |
| QRG Capital Management, Inc. | 16,111 | $1.85M | 0.02% | +2,037+14.5% | Added |
| Miller Howard Investments Inc | 16,003 | $1.83M | 0.06% | +664+4.3% | Added |
| Geneos Wealth Management Inc. | 15,928 | $1.83M | 0.05% | −1,285−7.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.80M | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 15,534 | $1.78M | 0.02% | +2,136+15.9% | Added |
| Securian Asset Management, Inc | 15,521 | $1.78M | 0.05% | −1,074−6.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | – | $1.72M | 0.09% | – | New |
| Investment Management Corp of Ontario | 14,882 | $1.71M | 0.03% | −22,514−60.2% | Reduced |
| Tiaa Trust, National Association | 14,845 | $1.70M | 0.00% | +1,194+8.7% | Added |
| RMB Capital Management, LLC | 14,842 | $1.70M | 0.03% | +182+1.2% | Added |
| We Are One Seven, LLC | 14,813 | $1.70M | 0.04% | −879−5.6% | Reduced |
| Qsemble Capital Management, LP | 14,689 | $1.68M | 0.16% | +14,689 | New |
| Advisors Asset Management, Inc. | 14,603 | $1.67M | 0.03% | −4,732−24.5% | Reduced |
| Wealth Alliance | 14,561 | $1.67M | 0.17% | +36+0.2% | Added |
| ICW Investment Advisors LLC | 14,467 | $1.66M | 0.60% | +737+5.4% | Added |
| New Mexico Educational Retirement Board | 14,453 | $1.66M | 0.05% | −300−2.0% | Reduced |
| Richard C. Young & CO., LTD. | 14,417 | $1.65M | 0.15% | −23,298−61.8% | Reduced |
| Quantitative Investment Management, LLC | 14,376 | $1.65M | 0.23% | +14,376 | New |
| Cresset Asset Management, LLC | 14,215 | $1.63M | 0.01% | +404+2.9% | Added |
| Matrix Trust Co | 14,205 | $1.63M | 0.25% | −2,147−13.1% | Reduced |
| Univest Financial Corp | 14,087 | $1.61M | 0.09% | +989+7.6% | Added |
| M&T Bank Corp | 14,077 | $1.61M | 0.01% | −3,198−18.5% | Reduced |
| Summit Trail Advisors, LLC | 14,061 | $1.61M | 0.02% | +4,263+43.5% | Added |
| Nations Financial Group Inc, | 14,000 | $1.60M | 0.10% | +44+0.3% | Added |
| IFP Advisors, Inc | 13,899 | $1.59M | 0.04% | +632+4.8% | Added |
| Crossmark Global Holdings, Inc. | 13,896 | $1.59M | 0.02% | −1,105−7.4% | Reduced |
| HB Wealth Management, LLC | 13,852 | $1.59M | 0.01% | +5,004+56.6% | Added |
| Fiduciary Alliance LLC | 13,798 | $1.58M | 0.11% | −764−5.2% | Reduced |
| Jefferies Financial Group Inc. | 13,690 | $1.57M | 0.01% | +13,690 | New |
| Motley Fool Wealth Management, LLC | 13,554 | $1.55M | 0.11% | −5,197−27.7% | Reduced |
| LMR Partners LLP | 13,476 | $1.54M | 0.02% | +10,021+290.0% | Added |
| Stablepoint Partners, LLC | 13,474 | $1.54M | 0.25% | +919+7.3% | Added |
| Aviso Financial Inc. | 13,436 | $1.54M | 0.06% | +852+6.8% | Added |
| Midland Wealth Advisors LLC | 13,434 | $1.54M | 0.08% | +13,434 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 13,433 | $1.54M | 0.00% | +1,708+14.6% | Added |
| Fulcrum Asset Management LLP | 13,409 | $1.54M | 0.43% | +6,842+104.2% | Added |
| Pinebridge Investments, L.P. | 13,403 | $1.54M | 0.01% | −15,035−52.9% | Reduced |
| Portfolio Design Labs, LLC | 13,221 | $1.52M | 0.26% | +13,221 | New |
| Oppenheimer & Co Inc | 13,189 | $1.51M | 0.02% | +1,247+10.4% | Added |
| Bleakley Financial Group, LLC | 13,168 | $1.51M | 0.04% | +581+4.6% | Added |
| Twin Capital Management Inc | 12,852 | $1.47M | 0.19% | −1,988−13.4% | Reduced |
| Landaas & Co | 12,807 | $1.47M | 0.33% | 00.0% | Unchanged |
| Conning Inc. | 12,594 | $1.44M | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,558 | $1.44M | 0.05% | −399−3.1% | Reduced |
| AlphaCore Capital LLC | 12,336 | $1.41M | 0.05% | +2,003+19.4% | Added |
| Cornerstone Advisors, LLC | 12,300 | $1.41M | 0.05% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 12,140 | $1.39M | 0.02% | +1,511+14.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 12,088 | $1.39M | 0.41% | −405−3.2% | Reduced |
| HM Payson & Co | 11,997 | $1.37M | 0.02% | +421+3.6% | Added |
| Hantz Financial Services, Inc. | 11,833 | $1.36M | 0.02% | −716−5.7% | Reduced |
| Voloridge Investment Management, LLC | 11,802 | $1.35M | 0.00% | −74,643−86.3% | Reduced |
| Sigma Planning Corp | 11,792 | $1.35M | 0.04% | −319−2.6% | Reduced |
| Allstate Corp | 11,749 | $1.35M | 0.03% | +11,749 | New |
| Legacy Private Trust Co. | 11,749 | $1.35M | 0.08% | +10+0.1% | Added |
| Welch & Forbes LLC | 11,748 | $1.35M | 0.02% | 00.0% | Unchanged |
| Enhancing Capital LLC | 11,706 | $1.34M | 0.98% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 11,700 | $1.34M | 0.01% | 00.0% | Unchanged |
| Kampmann Melissa S. | 11,680 | $1.34M | 0.98% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 11,674 | $1.34M | 0.25% | −99−0.8% | Reduced |
| Hummer Financial Advisory Services Inc | 11,622 | $1.33M | 0.97% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 11,520 | $1.32M | 0.05% | −1,070−8.5% | Reduced |
| South Dakota Investment Council | 11,466 | $1.31M | 0.03% | −2,100−15.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,382 | $1.30M | 0.06% | +83+0.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 11,360 | $1.30M | 0.18% | +35+0.3% | Added |
| Portside Wealth Group, LLC | 11,354 | $1.30M | 0.18% | +217+1.9% | Added |
| IHT Wealth Management, LLC | 11,317 | $1.30M | 0.03% | +550+5.1% | Added |
| Agf Management Ltd | 11,290 | $1.29M | 0.01% | −2,953−20.7% | Reduced |
| Empirical Finance, LLC | 11,230 | $1.29M | 0.06% | +113+1.0% | Added |
| Twin City Private Wealth, LLC | 11,191 | $1.28M | 1.00% | +194+1.8% | Added |
| Apollon Wealth Management, LLC | 11,137 | $1.28M | 0.02% | +1,079+10.7% | Added |
| Coastal Bridge Advisors, LLC | 11,120 | $1.27M | 0.10% | +932+9.1% | Added |
| Tounjian Advisory Partners, LLC | 11,036 | $1.26M | 0.42% | −2,110−16.1% | Reduced |
| PFW Advisors LLC | 10,980 | $1.26M | 0.37% | +28+0.3% | Added |
| Venture Visionary Partners LLC | 10,916 | $1.25M | 0.04% | −15−0.1% | Reduced |