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 |
|---|---|---|---|---|---|
| Financial Advisory Partners, LLC | 4,742 | $543.4K | 0.16% | −25−0.5% | Reduced |
| Parallel Advisors, LLC | 4,739 | $543.1K | 0.01% | −581−10.9% | Reduced |
| Smith, Moore & Co. | 4,730 | $542.0K | 0.04% | +139+3.0% | Added |
| Aaron Wealth Advisors | 4,722 | $541.1K | 0.03% | +1,941+69.8% | Added |
| Voleon Capital Management LP | 4,707 | $539.4K | 0.01% | +2,246+91.3% | Added |
| Skba Capital Management LLC | 4,680 | $536.3K | 0.07% | +2,050+77.9% | Added |
| Wetherby Asset Management Inc | 4,670 | $535.1K | 0.02% | −127−2.6% | Reduced |
| Axxcess Wealth Management, LLC | 4,611 | $528.3K | 0.01% | +1,845+66.7% | Added |
| Redmond Asset Management, LLC | 4,600 | $527.1K | 0.13% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 4,587 | $525.6K | 0.06% | −143−3.0% | Reduced |
| Hartford Funds Management Co LLC | 4,581 | $525.1K | 0.05% | −215−4.5% | Reduced |
| Haverford Trust Co | 4,577 | $524.5K | 0.00% | −58−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 4,572 | $523.9K | 0.00% | −559−10.9% | Reduced |
| Chesley Taft & Associates LLC | 4,561 | $522.6K | 0.02% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,528 | $519.0K | 0.09% | +18+0.4% | Added |
| Monument Capital Management | 4,525 | $518.5K | 0.13% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,522 | $518.2K | 0.02% | +20.0% | Added |
| Hudock, Inc. | 4,513 | $517.2K | 0.08% | −404−8.2% | Reduced |
| LS Investment Advisors, LLC | 4,482 | $513.6K | 0.07% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,475 | $512.8K | 0.26% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 4,409 | $505.2K | 0.27% | +37+0.8% | Added |
| Colonial Trust Advisors | 4,372 | $501.0K | 0.04% | −23−0.5% | Reduced |
| Blue Barn Wealth, LLC | 4,332 | $496.4K | 0.22% | +20.0% | Added |
| Catalytic Wealth RIA, LLC | 4,325 | $495.6K | 0.02% | +4,325 | New |
| Crewe Advisors LLC | 4,322 | $495.2K | 0.05% | +18+0.4% | Added |
| WoodTrust Financial Corp | 4,321 | $495.0K | 0.06% | −968−18.3% | Reduced |
| Carl P. Sherr & Co., LLC | 4,293 | $491.9K | 0.23% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 4,289 | $491.5K | 0.07% | −72−1.7% | Reduced |
| Tarbox Family Office, Inc. | 4,268 | $489.1K | 0.07% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,253 | $487.4K | 0.11% | +38+0.9% | Added |
| SageView Advisory Group, LLC | 4,241 | $486.0K | 0.02% | −175−4.0% | Reduced |
| Contravisory Investment Management, Inc. | 4,208 | $482.2K | 0.09% | +4,208 | New |
| Mission Wealth Management, LP | 4,208 | $482.2K | 0.01% | +8+0.2% | Added |
| CWS Financial Advisors, LLC | 4,195 | $480.7K | 0.13% | +743+21.5% | Added |
| Old Second National Bank of Aurora | 4,171 | $478.0K | 0.10% | 00.0% | Unchanged |
| Plancorp, LLC | 4,163 | $477.0K | 0.01% | −4−0.1% | Reduced |
| West Paces Advisors Inc. | 4,162 | $477.0K | 0.09% | −29−0.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,144 | $474.9K | 0.01% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,870 | $468.4K | 0.07% | +2,710+125.5% | Added |
| Bard Financial Services, Inc. | 4,060 | $465.2K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,050 | $464.0K | 0.03% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 4,058 | $462.1K | 0.16% | +235+6.1% | Added |
| Moody Lynn & Lieberson, LLC | 4,030 | $461.8K | 0.02% | −491−10.9% | Reduced |
| Bullock Wealth Management Group | 4,081 | $461.1K | 0.23% | −26−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,020 | $460.7K | 0.19% | +203+5.3% | Added |
| Carret Asset Management, LLC | 4,000 | $458.4K | 0.04% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,996 | $457.9K | 0.02% | +3,996 | New |
| Vontobel Holding Ltd. | 3,982 | $456.3K | 0.00% | +3,982 | New |
| Marble Harbor Investment Counsel, LLC | 3,982 | $456.3K | 0.05% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 3,980 | $456.1K | 0.03% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,954 | $453.1K | 0.19% | +113+2.9% | Added |
| Bruce & Co., Inc. | 3,945 | $452.1K | 0.14% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,848 | $440.9K | 0.05% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,805 | $436.0K | 0.08% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,806 | $436.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,806 | $435.0K | 0.02% | −50−1.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,791 | $434.4K | 0.04% | −41−1.1% | Reduced |
| Hanson & Doremus Investment Management | 3,769 | $432.0K | 0.05% | +110+3.0% | Added |
| Perigon Wealth Management, LLC | 3,768 | $431.7K | 0.01% | +252+7.2% | Added |
| Wedmont Private Capital | 3,729 | $429.5K | 0.02% | +520+16.2% | Added |
| Arete Wealth Advisors, LLC | 3,735 | $428.0K | 0.03% | −143−3.7% | Reduced |
| Certior Financial Group, LLC | 3,732 | $427.7K | 0.29% | −10−0.3% | Reduced |
| Golden State Equity Partners | 3,729 | $427.3K | 0.07% | +53+1.4% | Added |
| ZWJ Investment Counsel Inc | 3,719 | $426.2K | 0.02% | +31+0.8% | Added |
| Insight Wealth Strategies, LLC | 3,717 | $426.0K | 0.05% | +48+1.3% | Added |
| Toroso Investments, LLC | 3,705 | $424.6K | 0.00% | −6,502−63.7% | Reduced |
| LifeWealth Investments, LLC | 3,694 | $423.3K | 0.06% | +4+0.1% | Added |
| Meritage Portfolio Management | 3,685 | $422.3K | 0.03% | −20,559−84.8% | Reduced |
| Duncker Streett & Co Inc | 3,668 | $420.3K | 0.07% | +1,524+71.1% | Added |
| WealthTrust Axiom LLC | 3,666 | $420.1K | 0.11% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,659 | $419.3K | 0.02% | −77−2.1% | Reduced |
| Umb Bank N A | 3,649 | $418.1K | 0.01% | −11−0.3% | Reduced |
| Moment Partners, LLC | 3,648 | $418.1K | 0.07% | +184+5.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,631 | $416.0K | 0.04% | +3,631 | New |
| Capital Advisors Inc | 3,628 | $415.7K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 3,627 | $415.6K | 0.03% | +2+0.1% | Added |
| Frank, Rimerman Advisors LLC | 3,621 | $414.9K | 0.03% | +695+23.8% | Added |
| Caerus Investment Advisors, LLC | 3,616 | $414.4K | 0.17% | +3,616 | New |
| Nilsine Partners, LLC | 3,534 | $405.0K | 0.04% | +110+3.2% | Added |
| Ossiam | 3,510 | $402.2K | 0.01% | +1,076+44.2% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 3,501 | $401.2K | 0.37% | +3+0.1% | Added |
| Aegis Wealth Management LLC | 3,500 | $401.1K | 0.21% | −133−3.7% | Reduced |
| National Asset Management, Inc. | 3,498 | $400.8K | 0.02% | +288+9.0% | Added |
| Premier Path Wealth Partners, LLC | 3,493 | $400.3K | 0.05% | +24+0.7% | Added |
| Kiker Wealth Management, LLC | 3,471 | $397.7K | 0.20% | −341−8.9% | Reduced |
| Maridea Wealth Management LLC | 3,379 | $397.0K | 0.06% | +3,379 | New |
| F/M Investments LLC | 3,461 | $396.6K | 0.02% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,454 | $396.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,447 | $395.0K | 0.01% | +2,328+208.0% | Added |
| Nvest Financial, LLC | 3,424 | $392.4K | 0.23% | +3,424 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,419 | $391.8K | 0.78% | −46,602−93.2% | Reduced |
| Cary Street Partners Financial LLC | 3,413 | $391.1K | 0.01% | +591+20.9% | Added |
| CWA Asset Management Group, LLC | 3,399 | $389.5K | 0.01% | +243+7.7% | Added |
| Sowell Financial Services LLC | 3,395 | $389.0K | 0.01% | +591+21.1% | Added |
| Strategy Asset Managers LLC | 3,390 | $388.4K | 0.07% | +45+1.3% | Added |
| Independent Financial Group, LLC | 3,378 | $387.1K | 0.01% | +171+5.3% | Added |
| Banco Santander, S.A. | 3,354 | $384.3K | 0.00% | +3,354 | New |
| Phillips Wealth Planners LLC | 3,348 | $383.5K | 0.32% | −568−14.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,298 | $377.9K | 0.01% | −2,075−38.6% | Reduced |
| Skopos Labs, Inc. | 3,653 | $376.7K | 0.05% | −15−0.4% | Reduced |