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 |
|---|---|---|---|---|---|
| MAI Capital Management | 6,919 | $792.8K | 0.00% | +947+15.9% | Added |
| Rehmann Capital Advisory Group | 6,905 | $792.4K | 0.04% | +614+9.8% | Added |
| Eastern Bank | 6,764 | $775.1K | 0.01% | −202−2.9% | Reduced |
| Diversify Advisory Services, LLC | 6,966 | $770.5K | 0.03% | −2,048−22.7% | Reduced |
| Stonebridge Capital Advisors LLC | 6,712 | $769.1K | 0.05% | +936+16.2% | Added |
| Callan Family Office, LLC | 6,698 | $767.5K | 0.02% | −506−7.0% | Reduced |
| Csenge Advisory Group | 6,642 | $761.1K | 0.04% | +444+7.2% | Added |
| Turning Point Benefit Group, Inc. | 6,730 | $760.4K | 0.46% | +662+10.9% | Added |
| Buckley Wealth Management, LLC | 6,614 | $757.9K | 0.21% | −209−3.1% | Reduced |
| Regal Investment Advisors LLC | 6,611 | $757.5K | 0.05% | +3,093+87.9% | Added |
| Aptus Capital Advisors, LLC | 6,583 | $754.3K | 0.01% | +30+0.5% | Added |
| Trust Co of Toledo NA | 6,504 | $745.3K | 0.07% | −510−7.3% | Reduced |
| First United Bank Trust | 6,495 | $744.3K | 0.24% | +3,045+88.3% | Added |
| Altshuler Shaham Ltd | 6,448 | $738.9K | 0.01% | +1,726+36.6% | Added |
| Blossom Wealth Management | 6,439 | $737.8K | 1.19% | +90+1.4% | Added |
| Ti-Trust, Inc | 6,430 | $736.8K | 0.46% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,403 | $733.7K | 0.01% | −69−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 6,390 | $732.2K | 0.01% | +82+1.3% | Added |
| North Star Asset Management Inc | 6,382 | $731.3K | 0.03% | +224+3.6% | Added |
| Bridges Investment Management Inc | 6,365 | $729.4K | 0.01% | −41−0.6% | Reduced |
| Journey Strategic Wealth LLC | 6,308 | $722.9K | 0.02% | +1,072+20.5% | Added |
| Neo Ivy Capital Management | 6,306 | $722.6K | 0.18% | +6,306 | New |
| Dark Forest Capital Management LP | 6,254 | $716.6K | 0.03% | +1,273+25.6% | Added |
| Gradient Investments LLC | 6,243 | $715.4K | 0.01% | +103+1.7% | Added |
| VeraBank, N.A. | 6,221 | $712.9K | 0.13% | −830−11.8% | Reduced |
| MUFG Securities EMEA plc | 6,161 | $706.0K | 0.02% | +5,225+558.2% | Added |
| CAPROCK Group, Inc. | 6,567 | $705.9K | 0.02% | +6,567 | New |
| PAX Financial Group, LLC | 6,150 | $704.7K | 0.13% | +86+1.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,123 | $701.6K | 0.19% | −459−7.0% | Reduced |
| Signaturefd, LLC | 6,095 | $698.4K | 0.01% | +429+7.6% | Added |
| Adviser Investments LLC | 6,063 | $694.8K | 0.01% | +3,385+126.4% | Added |
| Illinois Municipal Retirement Fund | 6,002 | $687.8K | 0.01% | −3,621−37.6% | Reduced |
| Warren Averett Asset Management, LLC | 5,937 | $680.3K | 0.01% | +724+13.9% | Added |
| Verdence Capital Advisors LLC | 5,830 | $680.3K | 0.04% | +118+2.1% | Added |
| Ballentine Partners, LLC | 5,932 | $679.7K | 0.01% | +31+0.5% | Added |
| Sagespring Wealth Partners, LLC | 5,920 | $678.4K | 0.01% | +901+18.0% | Added |
| TBH Global Asset Management, LLC | 5,915 | $677.8K | 0.13% | −10.0% | Reduced |
| Focus Financial Network, Inc. | 5,914 | $677.7K | 0.02% | −13−0.2% | Reduced |
| Private Trust Co NA | 5,891 | $675.0K | 0.06% | +71+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 5,875 | $673.2K | 0.01% | +230+4.1% | Added |
| Elevated Capital Advisors, LLC | 5,816 | $666.5K | 0.17% | −984−14.5% | Reduced |
| AlphaStar Capital Management, LLC | 5,812 | $666.0K | 0.06% | +1,352+30.3% | Added |
| Atomi Financial Group, Inc. | 5,797 | $664.2K | 0.02% | +26+0.5% | Added |
| Forum Financial Management, LP | 5,787 | $663.1K | 0.01% | +10.0% | Added |
| Daymark Wealth Partners, LLC | 5,784 | $662.8K | 0.02% | +1,046+22.1% | Added |
| Diversified Trust Co | 5,743 | $658.1K | 0.01% | +149+2.7% | Added |
| Custom Index Systems, LLC | 5,738 | $657.5K | 0.20% | +1,893+49.2% | Added |
| Canada Post Corp Registered Pension Plan | 5,742 | $655.9K | 0.03% | +2,020+54.3% | Added |
| HBK Sorce Advisory LLC | 5,557 | $651.7K | 0.02% | +55+1.0% | Added |
| Kesler, Norman & Wride, LLC | 6,921 | $650.8K | 0.13% | +1,145+19.8% | Added |
| Paradigm Financial Partners, LLC | 5,670 | $649.7K | 0.07% | −80−1.4% | Reduced |
| Central Trust Co | 5,664 | $649.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,654 | $647.9K | 0.01% | +1,402+33.0% | Added |
| Entropy Technologies, LP | 5,639 | $646.2K | 0.05% | +5,639 | New |
| Chicago Capital, LLC | 5,638 | $646.1K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 5,627 | $645.0K | 0.01% | +3,252+136.9% | Added |
| MPS Loria Financial Planners, LLC | 5,617 | $643.7K | 0.17% | −186−3.2% | Reduced |
| Dakota Wealth Management | 5,569 | $638.2K | 0.01% | −283−4.8% | Reduced |
| Aviva PLC | 5,538 | $634.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 5,515 | $632.0K | 0.18% | −153−2.7% | Reduced |
| Moors & Cabot, Inc. | 5,511 | $631.5K | 0.03% | +93+1.7% | Added |
| Loudon Investment Management, LLC | 5,480 | $628.0K | 0.33% | −2,230−28.9% | Reduced |
| iA Global Asset Management Inc. | 5,460 | $626.0K | 0.01% | −12,873−70.2% | Reduced |
| Change Path, LLC | 5,445 | $623.9K | 0.02% | +35+0.6% | Added |
| MGB Wealth Management, LLC | 5,430 | $622.1K | 0.18% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 5,427 | $621.9K | 0.26% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,416 | $620.6K | 0.20% | +173+3.3% | Added |
| Resources Management Corp | 5,409 | $620.0K | 0.08% | 00.0% | Unchanged |
| Sym Financial Corp | 5,381 | $616.6K | 0.07% | +54+1.0% | Added |
| Buckingham Strategic Partners | 5,430 | $614.1K | 0.01% | +5,430 | New |
| Farmers & Merchants Trust Co of Long Beach | 5,289 | $606.1K | 0.13% | −500−8.6% | Reduced |
| Thrive Wealth Management, LLC | 5,272 | $604.1K | 0.09% | −32−0.6% | Reduced |
| Danske Bank A/S | 5,259 | $602.6K | 0.00% | +900+20.6% | Added |
| Mount Yale Investment Advisors, LLC | 5,232 | $599.6K | 0.04% | +4,010+328.2% | Added |
| Tema ETFs LLC | 5,213 | $597.4K | 0.05% | +5,213 | New |
| Boston Family Office LLC | 5,213 | $596.0K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,178 | $593.3K | 0.01% | +2,875+124.8% | Added |
| Brass Tax Wealth Management, Inc | 5,133 | $588.2K | 0.10% | −19−0.4% | Reduced |
| ProVise Management Group, LLC | 5,128 | $587.6K | 0.04% | +244+5.0% | Added |
| Shell Asset Management Co | 5,121 | $587.0K | 0.06% | −342−6.3% | Reduced |
| Heartland Bank & Trust Co | 5,113 | $585.9K | 0.24% | +217+4.4% | Added |
| Stephens Inc | 5,102 | $584.6K | 0.01% | +280+5.8% | Added |
| TSFG, LLC | 5,098 | $584.0K | 0.09% | +4,123+422.9% | Added |
| Centennial Wealth Advisory LLC | 5,077 | $581.9K | 0.16% | +183+3.7% | Added |
| Syon Capital LLC | 5,061 | $579.9K | 0.03% | +1,065+26.7% | Added |
| Ransom Advisory, Ltd | 5,050 | $578.7K | 0.26% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,049 | $578.7K | 0.01% | −48−0.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $576.7K | 0.07% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,979 | $570.6K | 0.02% | +284+6.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 4,962 | $568.6K | 0.01% | −190−3.7% | Reduced |
| Brown Miller Wealth Management, LLC | 4,953 | $567.6K | 0.16% | +13+0.3% | Added |
| Ambassador Advisors, LLC | 4,947 | $566.9K | 0.08% | +72+1.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,903 | $561.8K | 0.00% | +125+2.6% | Added |
| Partnership Wealth Management, LLC | 4,900 | $561.5K | 0.43% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,885 | $559.8K | 0.03% | −517−9.6% | Reduced |
| Financial Advisors Network, Inc. | 4,870 | $558.0K | 0.08% | +182+3.9% | Added |
| Mill Capital Management, LLC | 4,824 | $552.8K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,819 | $552.3K | 0.02% | −65−1.3% | Reduced |
| Oarsman Capital, Inc. | 4,807 | $550.8K | 0.08% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,760 | $545.4K | 0.03% | +110+2.4% | Added |