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 |
|---|---|---|---|---|---|
| Park National Corp | 3,286 | $376.5K | 0.01% | −642−16.3% | Reduced |
| Gsa Capital Partners LLP | 3,281 | $376.0K | 0.03% | +3,281 | New |
| Advisor OS, LLC | 3,273 | $375.1K | 0.03% | +86+2.7% | Added |
| Zacks Investment Management | 3,267 | $374.4K | 0.00% | +124+3.9% | Added |
| Sterling Investment Advisors LLC | 3,262 | $373.8K | 0.19% | +152+4.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,251 | $373.0K | 0.00% | −56−1.7% | Reduced |
| MJP Associates Inc | 3,245 | $371.9K | 0.05% | +101+3.2% | Added |
| SkyOak Wealth, LLC | 3,244 | $371.7K | 0.07% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,241 | $371.4K | 0.08% | −729−18.4% | Reduced |
| Brown Brothers Harriman & Co | 3,241 | $371.4K | 0.00% | +2,251+227.4% | Added |
| Walleye Capital LLC | 3,238 | $371.0K | 0.00% | +2,889+827.8% | Added |
| Brighton Jones LLC | 3,213 | $368.1K | 0.01% | +874+37.4% | Added |
| Western Wealth Management, LLC | 3,200 | $366.7K | 0.02% | +42+1.3% | Added |
| Avaii Wealth Management, LLC | 3,180 | $364.4K | 0.14% | +3,180 | New |
| Evexia Wealth LLC | 3,158 | $363.1K | 0.11% | +3,158 | New |
| Keystone Financial Group | 3,168 | $362.6K | 0.03% | +123+4.0% | Added |
| First Bank & Trust | 3,155 | $361.5K | 0.06% | +205+6.9% | Added |
| Legacy Capital Wealth Partners, LLC | 3,151 | $361.1K | 0.08% | +565+21.8% | Added |
| Gladstone Institutional Advisory LLC | 3,135 | $359.2K | 0.01% | +120+4.0% | Added |
| Cigna Investments Inc | 3,135 | $359.0K | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,110 | $356.4K | 0.01% | −10,996−78.0% | Reduced |
| True Vision MN LLC | 3,101 | $355.3K | 0.19% | +26+0.8% | Added |
| Rexford Capital Inc | 3,086 | $353.6K | 0.27% | +150+5.1% | Added |
| Crews Bank & Trust | 3,070 | $351.8K | 0.05% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,059 | $350.5K | 0.11% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 3,057 | $350.3K | 0.02% | +89+3.0% | Added |
| Jacobi Capital Management LLC | 3,050 | $349.4K | 0.02% | +5+0.2% | Added |
| Aster Capital Management (DIFC) Ltd | 3,024 | $346.5K | 0.18% | −5,111−62.8% | Reduced |
| 1st Source Bank | 3,021 | $346.2K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,018 | $346.0K | 0.02% | +1,588+111.0% | Added |
| Cypress Wealth Services, LLC | 2,995 | $343.2K | 0.06% | +10.0% | Added |
| Cobblestone Capital Advisors LLC | 2,994 | $343.1K | 0.02% | −10.0% | Reduced |
| Wealthcare Advisory Partners LLC | 2,990 | $342.6K | 0.01% | +342+12.9% | Added |
| Bank of Stockton | 2,982 | $341.7K | 0.10% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 2,982 | $341.7K | 0.25% | +25+0.8% | Added |
| Sonora Investment Management Group, LLC | 2,981 | $341.6K | 0.02% | −111−3.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 2,981 | $341.6K | 0.11% | 00.0% | Unchanged |
| Old National Bancorp | 2,980 | $341.5K | 0.01% | −3−0.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,944 | $337.4K | 0.05% | +29+1.0% | Added |
| Clarius Group, LLC | 2,938 | $336.7K | 0.02% | −998−25.4% | Reduced |
| Compass Financial Group, INC | 2,938 | $336.7K | 0.05% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,931 | $335.9K | 0.04% | −25−0.8% | Reduced |
| Isthmus Partners, LLC | 2,929 | $335.6K | 0.07% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,918 | $334.4K | 0.00% | +2,918 | New |
| Courier Capital LLC | 2,898 | $332.1K | 0.02% | −1,188−29.1% | Reduced |
| Principle Wealth Partners LLC | 2,895 | $331.7K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,891 | $331.3K | 0.14% | +8+0.3% | Added |
| Integrity Alliance, LLC. | 2,880 | $330.1K | 0.02% | +622+27.5% | Added |
| D L Carlson Investment Group Inc | 2,880 | $330.0K | 0.06% | −20−0.7% | Reduced |
| Buska Wealth Management, LLC | 2,868 | $328.6K | 0.10% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,876 | $328.6K | 0.02% | +1,079+60.0% | Added |
| Summit Asset Management, LLC | 2,835 | $324.9K | 0.05% | −500−15.0% | Reduced |
| Kovack Advisors, Inc. | 2,829 | $324.1K | 0.03% | +39+1.4% | Added |
| DSG Capital Advisors, LLC | 2,827 | $323.9K | 0.05% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,824 | $323.5K | 0.21% | +121+4.5% | Added |
| EverSource Wealth Advisors, LLC | 2,815 | $322.6K | 0.01% | +516+22.4% | Added |
| MBE Wealth Management, LLC | 2,793 | $320.1K | 0.14% | +95+3.5% | Added |
| Hurlow Wealth Management Group, Inc. | 2,792 | $319.9K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,787 | $319.4K | 0.01% | +38+1.4% | Added |
| Lodestone Wealth Management LLC | 2,787 | $319.4K | 0.14% | +27+1.0% | Added |
| FSM Wealth Advisors, LLC | 2,775 | $318.0K | 0.04% | +179+6.9% | Added |
| Norris Perne & French LLP | 2,771 | $317.5K | 0.02% | +229+9.0% | Added |
| Alhambra Investment Partners LLC | 2,768 | $317.2K | 0.15% | −850−23.5% | Reduced |
| Capital Asset Advisory Services LLC | 2,767 | $317.0K | 0.01% | +10.0% | Added |
| Fidelis Capital Partners, LLC | 2,766 | $317.0K | 0.02% | +16+0.6% | Added |
| B&L Asset Management LLC | 2,758 | $316.0K | 0.16% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 2,752 | $315.4K | 0.05% | +2,752 | New |
| Banque Cantonale Vaudoise | 2,743 | $315.0K | 0.01% | −1,047−27.6% | Reduced |
| Ausdal Financial Partners, Inc. | 2,747 | $314.9K | 0.02% | +2,747 | New |
| Successful Portfolios LLC | 2,747 | $314.8K | 0.18% | −238−8.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $314.6K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 2,735 | $313.4K | 0.00% | +282+11.5% | Added |
| Commerzbank Aktiengesellschaft | 2,729 | $313.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 2,698 | $309.2K | 0.01% | −4−0.1% | Reduced |
| CWM Advisors, LLC | 2,692 | $308.5K | 0.03% | −29−1.1% | Reduced |
| Live Oak Private Wealth LLC | 2,692 | $308.5K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,672 | $306.2K | 0.02% | −234−8.1% | Reduced |
| Ironwood Investment Counsel, LLC | 2,654 | $304.1K | 0.04% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,649 | $303.5K | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 2,639 | $302.4K | 0.01% | +7+0.3% | Added |
| International Private Wealth Advisors LLC | 2,639 | $302.4K | 0.19% | −344−11.5% | Reduced |
| Parkside Financial Bank & Trust | 2,630 | $301.4K | 0.02% | +20+0.8% | Added |
| MTM Investment Management, LLC | 2,625 | $300.8K | 0.10% | −95−3.5% | Reduced |
| Bowman & Co S.C. | 2,624 | $300.8K | 0.13% | +10+0.4% | Added |
| Blue Chip Partners, Inc. | 2,624 | $300.7K | 0.02% | −266−9.2% | Reduced |
| Asset Dedication, LLC | 2,611 | $299.2K | 0.02% | +425+19.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,605 | $298.5K | 0.03% | +35+1.4% | Added |
| Gateway Wealth Partners, LLC | 2,593 | $297.1K | 0.04% | +74+2.9% | Added |
| McDonald Partners LLC | 2,595 | $297.1K | 0.09% | −5,978−69.7% | Reduced |
| WFA Asset Management Corp | 3,089 | $297.1K | 0.16% | +396+14.7% | Added |
| Master's Wealth Management Inc. | 2,591 | $296.9K | 0.13% | +32+1.3% | Added |
| Capital Investment Services of America, Inc. | 2,586 | $296.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 2,580 | $296.0K | 0.19% | +15+0.6% | Added |
| Old North State Wealth Management, LLC | 2,568 | $294.6K | 0.14% | −808−23.9% | Reduced |
| Independent Wealth Network Inc. | 2,567 | $294.2K | 0.09% | +103+4.2% | Added |
| Gryphon Financial Partners LLC | 2,563 | $293.7K | 0.03% | −617−19.4% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,561 | $293.5K | 0.07% | +2,561 | New |
| JGP Wealth Management, LLC | 2,620 | $293.5K | 0.03% | −50−1.9% | Reduced |
| Oxbow Advisors, LLC | 2,553 | $292.5K | 0.03% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,538 | $292.4K | 0.18% | −248−8.9% | Reduced |