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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 16,437 | $1.73M | 0.02% | +2,541+18.3% | Added |
| Legato Capital Management LLC | 16,482 | $1.74M | 0.15% | 00.0% | Unchanged |
| LVW Advisors, LLC | 16,591 | $1.75M | 0.18% | −850−4.9% | Reduced |
| Louisiana State Employees Retirement System | 16,600 | $1.75M | 0.03% | −300−1.8% | Reduced |
| Nicolet Bankshares Inc | 16,674 | $1.76M | 0.28% | −2,670−13.8% | Reduced |
| M&T Bank Corp | 16,968 | $1.79M | 0.01% | +2,891+20.5% | Added |
| Fulcrum Asset Management LLP | 16,889 | $1.79M | 0.50% | +3,480+26.0% | Added |
| Security National Bank | 17,027 | $1.80M | 0.26% | +7,472+78.2% | Added |
| Worldquant Millennium Advisors LLC | 17,071 | $1.80M | 0.01% | +17,071 | New |
| Gulf International Bank (UK) Ltd | 17,189 | $1.81M | 0.06% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 17,256 | $1.82M | 0.05% | +1,253+7.8% | Added |
| Ethic Inc. | 17,264 | $1.82M | 0.03% | +648+3.9% | Added |
| Rodgers Brothers Inc. | 17,374 | $1.83M | 0.22% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 17,529 | $1.85M | 0.06% | −1,546−8.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 17,662 | $1.86M | 0.04% | −2,213−11.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,741 | $1.87M | 0.05% | −4,000−18.4% | Reduced |
| Nicholson Wealth Management Group, LLC | 17,751 | $1.87M | 1.10% | +192+1.1% | Added |
| Bridgefront Capital, LLC | 17,806 | $1.88M | 0.47% | +17,806 | New |
| Dana Investment Advisors, Inc. | 17,814 | $1.88M | 0.05% | +1,256+7.6% | Added |
| Drucker Wealth 3.0, LLC | 17,884 | $1.89M | 0.33% | −733−3.9% | Reduced |
| Fox Hill Wealth Management | 18,022 | $1.90M | 0.88% | +1,042+6.1% | Added |
| Caldwell Trust Co | 18,086 | $1.91M | 0.17% | −112−0.6% | Reduced |
| Thrivent Financial for Lutherans | 18,164 | $1.92M | 0.00% | −898−4.7% | Reduced |
| Atlantic Trust, LLC | 18,214 | $1.92M | 0.30% | −568−3.0% | Reduced |
| Pathway Financial Advisers, LLC | 18,341 | $1.93M | 0.56% | −71−0.4% | Reduced |
| Hartford Investment Management Co | 18,803 | $1.98M | 0.06% | −68−0.4% | Reduced |
| BKM Wealth Management, LLC | 19,005 | $2.00M | 0.73% | −55−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 19,361 | $2.04M | 0.06% | −141−0.7% | Reduced |
| Nordea Investment Management AB | 19,409 | $2.05M | 0.00% | +1,907+10.9% | Added |
| Spirit of America Management Corp | 19,750 | $2.08M | 0.44% | +1,750+9.7% | Added |
| Great Valley Advisor Group, Inc. | 19,779 | $2.09M | 0.04% | +3,219+19.4% | Added |
| Campbell Capital Management Inc | 19,790 | $2.09M | 0.71% | −210−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 19,678 | $2.09M | 0.11% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 19,819 | $2.09M | 0.95% | −2,048−9.4% | Reduced |
| Red Cedar Investment Management, LLC | 20,045 | $2.11M | 0.23% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 20,053 | $2.11M | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 20,337 | $2.14M | 0.02% | +4,226+26.2% | Added |
| Janus Henderson Group PLC | 20,379 | $2.15M | 0.00% | +650+3.3% | Added |
| Apollon Financial, LLC | 20,409 | $2.15M | 0.31% | +1,278+6.7% | Added |
| Occudo Quantitative Strategies LP | 20,425 | $2.15M | 0.14% | +20,425 | New |
| Journey Retirement Planning & Investment Management LLC | 20,472 | $2.16M | 0.44% | +20,472 | New |
| Stonebridge Financial Group, LLC | 20,569 | $2.17M | 0.19% | +690+3.5% | Added |
| Flputnam Investment Management Co | 20,689 | $2.18M | 0.03% | −414−2.0% | Reduced |
| Colonial Trust Co | 20,780 | $2.19M | 0.29% | +15+0.1% | Added |
| AlphaCore Capital LLC | 21,005 | $2.22M | 0.05% | +8,669+70.3% | Added |
| J.W. Cole Advisors, Inc. | 21,764 | $2.23M | 0.05% | −6,278−22.4% | Reduced |
| GAMMA Investing LLC | 21,189 | $2.23M | 0.11% | +701+3.4% | Added |
| Ellenbecker Investment Group | 21,324 | $2.25M | 0.31% | +1,207+6.0% | Added |
| Norinchukin Bank, The | 21,345 | $2.25M | 0.03% | +1,740+8.9% | Added |
| Sterling Capital Management LLC | 21,349 | $2.25M | 0.04% | +824+4.0% | Added |
| Investment Management Corp of Ontario | 21,698 | $2.29M | 0.03% | +6,816+45.8% | Added |
| We Are One Seven, LLC | 21,765 | $2.30M | 0.05% | +6,952+46.9% | Added |
| Hilltop Holdings Inc. | 21,927 | $2.31M | 0.14% | −293−1.3% | Reduced |
| Sit Investment Associates Inc | 21,980 | $2.32M | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 22,179 | $2.34M | 0.02% | −4,844−17.9% | Reduced |
| Dockside LLC | 22,192 | $2.34M | 0.60% | +22,192 | New |
| Meyer Handelman Co | 22,550 | $2.38M | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 20,994 | $2.38M | 0.01% | +525+2.6% | Added |
| Lazard Asset Management LLC | 22,584 | $2.38M | 0.00% | +22,462+18,411.5% | Added |
| Group One Trading, L.P. | 22,636 | $2.39M | 0.07% | +13,481+147.3% | Added |
| Kieckhefer Group LLC | 22,807 | $2.41M | 1.14% | −1,193−5.0% | Reduced |
| RFG Advisory, LLC | 23,096 | $2.44M | 0.05% | −260−1.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,130 | $2.44M | 0.00% | +18,227+371.8% | Added |
| Broadwater Capital Management LLC | 23,200 | $2.45M | 1.83% | 00.0% | Unchanged |
| Keybank National Association | 23,355 | $2.46M | 0.01% | +3,729+19.0% | Added |
| Pinebridge Investments LLC | 23,516 | $2.48M | 0.02% | +23,516 | New |
| Delta Global Management LP | 23,685 | $2.50M | 0.18% | +23,685 | New |
| Entropy Technologies, LP | 23,697 | $2.50M | 0.14% | +18,058+320.2% | Added |
| Penobscot Investment Management Company, Inc. | 23,920 | $2.52M | 0.19% | −44−0.2% | Reduced |
| Bokf, NA | 24,180 | $2.55M | 0.04% | −2,084−7.9% | Reduced |
| Alliance Wealth Advisors, LLC | 24,413 | $2.57M | 0.56% | −12,422−33.7% | Reduced |
| Allstate Corp | 24,477 | $2.58M | 0.04% | +12,728+108.3% | Added |
| Rothschild Investment LLC | 24,666 | $2.60M | 0.14% | −1,544−5.9% | Reduced |
| Empowered Funds, LLC | 25,007 | $2.64M | 0.04% | +1,378+5.8% | Added |
| Independent Advisor Alliance | 25,074 | $2.64M | 0.06% | −48−0.2% | Reduced |
| Mizuho Securities USA LLC | 23,686 | $2.65M | 0.04% | +243+1.0% | Added |
| Beacon Pointe Advisors, LLC | 25,277 | $2.67M | 0.02% | +8,422+50.0% | Added |
| Diversified Management Inc | 25,492 | $2.69M | 0.63% | +25,492 | New |
| Marietta Investment Partners LLC | 25,523 | $2.69M | 0.53% | −4,550−15.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,599 | $2.70M | 0.60% | −80.0% | Reduced |
| Savant Capital, LLC | 25,601 | $2.70M | 0.02% | +2,307+9.9% | Added |
| Walleye Trading LLC | 25,645 | $2.70M | 0.04% | +18,220+245.4% | Added |
| Brevan Howard Capital Management LP | 25,655 | $2.71M | 0.05% | +22,545+724.9% | Added |
| Jones Financial Companies LLLP | 25,669 | $2.71M | 0.00% | +2,418+10.4% | Added |
| Brown Advisory Inc | 25,775 | $2.72M | 0.00% | +407+1.6% | Added |
| Polymer Capital Management (US) LLC | 25,998 | $2.74M | 0.35% | +25,998 | New |
| Jefferies Financial Group Inc. | 26,279 | $2.77M | 0.02% | +12,589+92.0% | Added |
| D.A. Davidson & Co. | 26,318 | $2.78M | 0.02% | +3,257+14.1% | Added |
| Lantz Financial LLC | 26,322 | $2.78M | 0.59% | −1,061−3.9% | Reduced |
| Vident Advisory, LLC | 26,443 | $2.79M | 0.03% | +749+2.9% | Added |
| Nomura Holdings Inc | 26,705 | $2.82M | 0.01% | −32,912−55.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 26,751 | $2.82M | 1.17% | −32−0.1% | Reduced |
| Associated Banc-Corp | 27,381 | $2.89M | 0.07% | −11,947−30.4% | Reduced |
| CWM, LLC | 27,452 | $2.90M | 0.01% | −358−1.3% | Reduced |
| apricus wealth, LLC | 27,740 | $2.93M | 1.49% | +1,020+3.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 27,952 | $2.95M | 0.05% | −203,285−87.9% | Reduced |
| Quantbot Technologies LP | 28,027 | $2.96M | 0.10% | +28,027 | New |
| Private Advisor Group, LLC | 28,056 | $2.96M | 0.01% | +508+1.8% | Added |
| Prosperity Consulting Group, LLC | 28,146 | $2.97M | 0.13% | −102−0.4% | Reduced |
| Level Four Advisory Services, LLC | 28,506 | $3.01M | 0.10% | +1,565+5.8% | Added |