Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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, Q4 2025

Institutional positions in Wec Energy Group, Inc. as of Dec 31, 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: 1,347; +77 vs. Q3 2025
Shares held: 270.8M; +2.79M (+1.0%) vs. Q3 2025
Total value: $28.6B; −$2.11B (−6.9%) vs. Q3 2025
New holders: 183; 510 more added
Sold out: 106; 422 more reduced

25 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,347 institutions

Value heldQ4 2025: $28.6B

Institutions holding WEC and their total value by quarter
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, Q4 2025

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q3 2025.

Institutions holding WEC in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Global Wealth Strategies & Associates	0	$32	0.00%	−22−100.0%	Reduced
Signature Resources Capital Management, LLC	2	$211	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	3	$316	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	3	$316	0.00%	+3	New
Davis Capital Management	4	$422	0.00%	00.0%	Unchanged
Quaker Wealth Management, LLC	4	$422	0.00%	+1+33.3%	Added
NVWM, LLC	5	$527	0.00%	00.0%	Unchanged
Optima Capital LLC	5	$527	0.00%	+5	New
Rialto Wealth Management, LLC	5	$528	0.00%	−9−64.3%	Reduced
Atlas Capital Advisors LLC	7	$738	0.00%	+7	New
Networth Advisors, LLC	7	$738	0.00%	+7	New
Gunpowder Capital Management, LLC dba Oliver Wealth Management	7	$738	0.00%	+7	New
1015 Capital Partners, LLC	7	$738	0.00%	+7	New
Chilton Capital Management LLC	7	$739	0.00%	−93−93.0%	Reduced
HFM Investment Advisors, LLC	7	$739	0.00%	00.0%	Unchanged
Whipplewood Advisors, LLC	8	$844	0.00%	+8	New
NorthAvenue LLC	8	$844	0.00%	+8	New
Winnow Wealth LLC	8	$848	0.00%	00.0%	Unchanged
Cheviot Value Management, LLC	8	$880	0.00%	00.0%	Unchanged
Livforsakringsbolaget Skandia, Omsesidigt	9	$905	0.00%	−2,456−99.6%	Reduced
American Capital Advisory, LLC	9	$950	0.00%	00.0%	Unchanged
IFC & Insurance Marketing, Inc.	14	$1.00K	0.00%	+14	New
Bell Investment Advisors, Inc	13	$1.37K	0.00%	−21−61.8%	Reduced
WestEnd Advisors, LLC	13	$1.37K	0.00%	−2−13.3%	Reduced
Principia Wealth Advisory, LLC	13	$1.37K	0.00%	−1−7.1%	Reduced
Hilton Head Capital Partners, LLC	13	$1.37K	0.00%	+13	New
Greenline Wealth Management LLC	14	$1.48K	0.00%	+14	New
DecisionPoint Financial, LLC	14	$1.48K	0.00%	+14	New
Proathlete Wealth Management LLC	15	$1.58K	0.00%	+15	New
Sankala Group LLC	14	$1.64K	0.00%	+14	New
Kayne Anderson Rudnick Investment Management LLC	16	$1.69K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	17	$1.79K	0.00%	00.0%	Unchanged
MCF Advisors LLC	17	$1.79K	0.00%	+17	New
Clayton Financial Group LLC	17	$1.79K	0.00%	+17	New
South State Corp.	18	$1.90K	0.00%	−132−88.0%	Reduced
Ogorek Anthony Joseph	22	$2.00K	0.00%	−20−47.6%	Reduced
Penserra Capital Management LLC	27	$2.00K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	27	$2.00K	0.00%	00.0%	Unchanged
Evolution Wealth Management Inc.	19	$2.00K	0.00%	00.0%	Unchanged
DAGCO, Inc.	20	$2.11K	0.00%	00.0%	Unchanged
Key Capital Management, INC	20	$2.11K	0.00%	+20	New
Monetary Solutions, Ltd	20	$2.11K	0.00%	+20	New
Kilter Group LLC	20	$2.11K	0.00%	−9−31.0%	Reduced
Clark Wealth Partners	21	$2.21K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	22	$2.32K	0.00%	+7+46.7%	Added
Whittier Trust Co of Nevada Inc	22	$2.33K	0.00%	00.0%	Unchanged
Imprint Wealth LLC	24	$2.53K	0.01%	−20−45.5%	Reduced
Old Point Trust & Financial Services N A	25	$2.64K	0.00%	+25	New
Bay Harbor Wealth Management, LLC	26	$2.74K	0.00%	+10+62.5%	Added
High Note Wealth, LLC	26	$2.74K	0.00%	+26	New
McIlrath & Eck, LLC	27	$2.85K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	27	$2.85K	0.00%	+24+800.0%	Added
Bangor Savings Bank	28	$2.95K	0.00%	+28	New
Winthrop Capital Management, LLC	25	$3.00K	0.00%	00.0%	Unchanged
American National Bank	30	$3.16K	0.00%	+30	New
Highline Wealth Partners LLC	31	$3.27K	0.00%	−6−16.2%	Reduced
Friedenthal Financial	31	$3.27K	0.00%	00.0%	Unchanged
Bravera Wealth	33	$3.48K	0.00%	+33	New
Private Wealth Management Group, LLC	34	$3.59K	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	34	$3.59K	0.00%	00.0%	Unchanged
IMG Wealth Management, Inc.	36	$3.80K	0.00%	−10−21.7%	Reduced
United Financial Planning Group LLC	38	$4.01K	0.00%	+38	New
Retirement Wealth Solutions LLC	40	$4.17K	0.00%	−4−9.1%	Reduced
Raffa Wealth Management, LLC	40	$4.22K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	40	$4.22K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	41	$4.32K	0.00%	+32+355.6%	Added
Garton & Associates Financial Advisors LLC	41	$4.34K	0.00%	+41	New
Wilkerson Advisory Group LLC	43	$4.54K	0.00%	+43	New
J.Safra Asset Management Corp	45	$4.75K	0.00%	00.0%	Unchanged
Horizon Bancorp Inc	51	$5.00K	0.00%	−17−25.0%	Reduced
Avion Wealth	52	$5.00K	0.00%	+6+13.0%	Added
Dogwood Wealth Management LLC	51	$5.38K	0.00%	−11−17.7%	Reduced
POM Investment Strategies, LLC	51	$5.38K	0.00%	+51	New
TD Capital Management LLC	54	$5.74K	0.00%	+54	New
Fairman Group, LLC	55	$5.80K	0.00%	+55	New
Cornerstone Financial Management LLC	55	$5.80K	0.01%	+55	New
Abound Wealth Management	56	$5.92K	0.00%	+2+3.7%	Added
1620 Investment Advisors, Inc.	59	$6.22K	0.00%	00.0%	Unchanged
Camelot Portfolios, LLC	59	$6.22K	0.00%	+59	New
Reyes Financial Architecture, Inc.	61	$6.43K	0.00%	00.0%	Unchanged
S&T Bank	61	$6.43K	0.00%	+1+1.7%	Added
Accent Capital Management, LLC	63	$6.64K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	63	$6.64K	0.00%	+19+43.2%	Added
Darwin Advisors, LLC	64	$6.75K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	65	$6.81K	0.00%	+65	New
Acumen Wealth Advisors, LLC	69	$7.28K	0.00%	+69	New
Osbon Capital Management LLC	70	$7.36K	0.01%	+70	New
Howard Hughes Medical Institute	70	$7.38K	0.00%	+1+1.4%	Added
CBIZ Investment Advisory Services, LLC	70	$7.38K	0.00%	+28+66.7%	Added
Ares Financial Consulting, LLC	72	$7.59K	0.01%	+72	New
Sunrise Financial Services, LLC	72	$7.59K	0.01%	+72	New
West Financial Advisors, LLC	73	$7.70K	0.00%	+73	New
Ameriflex Group, Inc.	76	$8.02K	0.00%	−234−75.5%	Reduced
Richard W. Paul & Associates, LLC	81	$8.54K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	82	$8.65K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	82	$8.65K	0.00%	+4+5.1%	Added
Murphy & Mullick Capital Management Corp	82	$8.66K	0.01%	+2+2.5%	Added
True Wealth Design, LLC	84	$8.86K	0.00%	−5−5.6%	Reduced
LFA - Lugano Financial Advisors SA	85	$8.96K	0.00%	00.0%	Unchanged
Walleye Capital LLC	87	$9.18K	0.00%	−3,151−97.3%	Reduced