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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 10,816 | $1.24M | 0.02% | +3,955+57.6% | Added |
| Trueblood Wealth Management, LLC | 10,758 | $1.23M | 0.48% | −122−1.1% | Reduced |
| Blackhawk Capital Partners LLC. | 10,695 | $1.23M | 0.48% | −1,099−9.3% | Reduced |
| IAG Wealth Partners, LLC | 10,680 | $1.22M | 0.15% | +4,606+75.8% | Added |
| Tokio Marine Asset Management Co Ltd | 10,658 | $1.22M | 0.04% | +840+8.6% | Added |
| Marks Group Wealth Management, Inc | 10,628 | $1.22M | 0.11% | −578−5.2% | Reduced |
| Icon Wealth Advisors, LLC | 10,626 | $1.22M | 0.08% | −284−2.6% | Reduced |
| Fiduciary Trust Co | 10,593 | $1.21M | 0.01% | +267+2.6% | Added |
| Rowland & Co Investment Counsel | 10,544 | $1.21M | 0.24% | −47−0.4% | Reduced |
| Fulton Bank, N.A. | 10,479 | $1.20M | 0.04% | −576−5.2% | Reduced |
| Arkadios Wealth Advisors | 10,399 | $1.19M | 0.03% | +755+7.8% | Added |
| NewEdge Wealth, LLC | 10,603 | $1.19M | 0.02% | +2,048+23.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,259 | $1.18M | 0.02% | +79+0.8% | Added |
| Parsons Capital Management Inc | 10,251 | $1.17M | 0.07% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,095 | $1.16M | 0.02% | −371−3.5% | Reduced |
| Johnson Investment Counsel Inc | 10,085 | $1.16M | 0.01% | +71+0.7% | Added |
| FineMark National Bank & Trust | 10,067 | $1.15M | 0.04% | +1,978+24.5% | Added |
| RSM US Wealth Management LLC | 10,051 | $1.15M | 0.02% | +136+1.4% | Added |
| Precedent Wealth Partners, LLC | 9,928 | $1.14M | 0.25% | +975+10.9% | Added |
| Bryn Mawr Trust Co | 9,902 | $1.13M | 0.03% | −2,583−20.7% | Reduced |
| Harvest Fund Management Co., Ltd | 10,191 | $1.13M | 0.05% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 9,850 | $1.13M | 0.49% | −1,580−13.8% | Reduced |
| Prospera Financial Services Inc | 9,797 | $1.12M | 0.02% | +3,530+56.3% | Added |
| Pollock Investment Advisors, LLC | 9,799 | $1.12M | 0.88% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 9,748 | $1.12M | 0.18% | −3,434−26.1% | Reduced |
| OV Management LLC | 9,742 | $1.12M | 0.95% | +47+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 9,726 | $1.11M | 0.00% | +2,094+27.4% | Added |
| Norden Group LLC | 9,712 | $1.11M | 0.11% | −83−0.8% | Reduced |
| Wealth Architects, LLC | 9,687 | $1.11M | 0.10% | −5−0.1% | Reduced |
| American State Bank (Iowa) | 9,584 | $1.10M | 0.56% | 00.0% | Unchanged |
| Security National Bank | 9,555 | $1.09M | 0.17% | −357−3.6% | Reduced |
| Birch Financial Group, LLC | 9,466 | $1.08M | 0.64% | +81+0.9% | Added |
| XTX Topco Ltd | 9,443 | $1.08M | 0.06% | +9,443 | New |
| Wealthspire Advisors, LLC | 9,422 | $1.08M | 0.01% | −506−5.1% | Reduced |
| Bank & Trust Co | 9,232 | $1.06M | 0.78% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 9,218 | $1.06M | 0.13% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 9,179 | $1.05M | 0.01% | −129−1.4% | Reduced |
| Group One Trading, L.P. | 9,155 | $1.05M | 0.03% | +1,092+13.5% | Added |
| Drake & Associates, LLC | 9,322 | $1.04M | 0.22% | +310+3.4% | Added |
| Charter Capital Management, LLC | 9,043 | $1.04M | 0.56% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 9,005 | $1.03M | 0.03% | +65+0.7% | Added |
| Montag A & Associates Inc | 8,995 | $1.03M | 0.05% | +581+6.9% | Added |
| Burling Wealth Partners, LLC | 8,988 | $1.03M | 0.17% | −2,824−23.9% | Reduced |
| Meeder Advisory Services, Inc. | 8,986 | $1.03M | 0.05% | +954+11.9% | Added |
| BKD Wealth Advisors, LLC | 8,850 | $1.01M | 0.02% | +632+7.7% | Added |
| Sage Mountain Advisors LLC | 8,834 | $1.01M | 0.06% | +8,834 | New |
| Voya Financial Advisors, Inc. | 8,835 | $1.01M | 0.10% | +352+4.1% | Added |
| Carnegie Capital Asset Management, LLC | 8,779 | $1.01M | 0.02% | +376+4.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,685 | $995.2K | 0.01% | +2,712+45.4% | Added |
| MUFG Securities Americas Inc. | 8,680 | $994.6K | 0.06% | +1,607+22.7% | Added |
| Chelsea Counsel Co | 8,672 | $993.7K | 0.44% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,640 | $990.1K | 0.10% | +40.0% | Added |
| Equitable Holdings, Inc. | 8,606 | $986.2K | 0.01% | +1,725+25.1% | Added |
| Exchange Traded Concepts, LLC | 8,541 | $978.7K | 0.01% | −2,368−21.7% | Reduced |
| Westpac Banking Corp | 8,520 | $976.3K | 0.06% | −1,205−12.4% | Reduced |
| Fullcircle Wealth LLC | 8,718 | $975.2K | 0.34% | −92−1.0% | Reduced |
| Vantage Financial Partners, LLC | 8,490 | $972.9K | 0.20% | +50+0.6% | Added |
| Kovitz Investment Group Partners, LLC | 8,447 | $968.0K | 0.00% | +937+12.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,405 | $963.1K | 0.06% | −196−2.3% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 8,397 | $962.2K | 1.00% | −425−4.8% | Reduced |
| Romano Brothers and Company | 8,206 | $940.3K | 0.11% | 00.0% | Unchanged |
| Searle & Co. | 8,200 | $939.6K | 0.25% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 8,168 | $936.0K | 0.04% | +65+0.8% | Added |
| PFG Investments, LLC | 8,165 | $935.6K | 0.05% | +17+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,153 | $934.2K | 0.12% | +199+2.5% | Added |
| Susquehanna Fundamental Investments, LLC | 7,987 | $915.2K | 0.04% | −3,428−30.0% | Reduced |
| Snowden Capital Advisors LLC | 7,975 | $913.9K | 0.02% | +928+13.2% | Added |
| Alps Advisors Inc | 7,964 | $912.6K | 0.01% | +384+5.1% | Added |
| Intrua Financial, LLC | 7,959 | $912.0K | 0.11% | −332−4.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $910.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,917 | $907.3K | 0.01% | +4,961+167.8% | Added |
| Sound View Wealth Advisors Group, LLC | 7,888 | $903.9K | 0.06% | −393−4.7% | Reduced |
| Sierra Summit Advisors LLC | 7,792 | $892.9K | 0.14% | +130+1.7% | Added |
| MSH Capital Advisors LLC | 7,786 | $892.2K | 0.24% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,785 | $892.1K | 0.01% | −57−0.7% | Reduced |
| Triangle Securities Wealth Management | 7,781 | $891.6K | 0.20% | +4+0.1% | Added |
| Winch Advisory Services, LLC | 7,685 | $880.6K | 0.20% | +64+0.8% | Added |
| Venturi Wealth Management, LLC | 7,646 | $876.1K | 0.04% | +234+3.2% | Added |
| United Capital Financial Advisers, LLC | 7,622 | $873.4K | 0.01% | +3,798+99.3% | Added |
| Chicago Trust Co NA | 7,618 | $872.9K | 0.12% | +5+0.1% | Added |
| Tower Research Capital LLC (TRC) | 7,600 | $870.9K | 0.02% | +3,568+88.5% | Added |
| Beaton Management Co. Inc. | 7,584 | $869.0K | 0.40% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,554 | $865.6K | 0.03% | −10.0% | Reduced |
| Avantax Planning Partners, Inc. | 7,543 | $864.4K | 0.02% | +1,141+17.8% | Added |
| Walleye Trading LLC | 7,425 | $850.8K | 0.01% | +6,548+746.6% | Added |
| Modern Wealth Management, LLC | 7,347 | $842.0K | 0.02% | +342+4.9% | Added |
| Investment House LLC | 7,300 | $836.5K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,260 | $832.0K | 0.05% | +4+0.1% | Added |
| SPC Financial, Inc. | 7,242 | $829.9K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,203 | $825.3K | 0.02% | −60−0.8% | Reduced |
| Jump Financial, LLC | 7,083 | $811.6K | 0.01% | +5,050+248.4% | Added |
| Raleigh Capital Management Inc. | 7,083 | $811.6K | 0.31% | +284+4.2% | Added |
| Greenleaf Trust | 7,080 | $811.3K | 0.01% | −574−7.5% | Reduced |
| Sequoia Financial Advisors, LLC | 7,067 | $809.8K | 0.00% | −157−2.2% | Reduced |
| Integrated Advisors Network LLC | 7,030 | $805.6K | 0.03% | −72−1.0% | Reduced |
| Stephenson National Bank & Trust | 7,023 | $804.8K | 0.25% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,017 | $804.1K | 0.10% | −439−5.9% | Reduced |
| DF Dent & Co Inc | 6,981 | $800.0K | 0.01% | +6,981 | New |
| Midwest Trust Co | 6,965 | $798.1K | 0.01% | +4,578+191.8% | Added |
| GTS Securities LLC | 6,941 | $795.4K | 0.03% | +3,424+97.4% | Added |