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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 28,541 | $3.01M | 0.05% | +3,710+14.9% | Added |
| Ascent Group, LLC | 28,773 | $3.03M | 0.10% | −759−2.6% | Reduced |
| Wedbush Securities Inc | 28,783 | $3.04M | 0.09% | +5,765+25.0% | Added |
| Global Retirement Partners, LLC | 28,968 | $3.05M | 0.05% | +5,260+22.2% | Added |
| Trilogy Capital Inc. | 29,060 | $3.06M | 0.14% | +4,895+20.3% | Added |
| Public Employees Retirement Association of Colorado | 29,337 | $3.09M | 0.01% | 00.0% | Unchanged |
| Global Trust Wealth Management LLC | 29,428 | $3.10M | 2.30% | +29,428 | New |
| Farmers & Merchants Investments Inc | 29,518 | $3.11M | 0.09% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 30,000 | $3.18M | 0.18% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 30,250 | $3.19M | 0.15% | +38+0.1% | Added |
| Edgestream Partners, L.P. | 30,286 | $3.19M | 0.09% | −5,747−15.9% | Reduced |
| Pathstone Holdings, LLC | 30,597 | $3.23M | 0.01% | −1,770−5.5% | Reduced |
| Journey Advisory Group, LLC | 30,784 | $3.25M | 0.27% | −1,476−4.6% | Reduced |
| Leavell Investment Management, Inc. | 30,941 | $3.26M | 0.14% | −90−0.3% | Reduced |
| Cincinnati Casualty Co | 31,000 | $3.27M | 1.66% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 31,136 | $3.28M | 0.07% | −4,652−13.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 31,603 | $3.33M | 0.03% | −5,017−13.7% | Reduced |
| Principal Securities, Inc. | 31,630 | $3.34M | 0.05% | +2,699+9.3% | Added |
| Johnson Financial Group, Inc. | 31,778 | $3.35M | 0.13% | −16,393−34.0% | Reduced |
| State of Alaska, Department of Revenue | 32,195 | $3.40M | 0.04% | −2,250−6.5% | Reduced |
| NBC Securities, Inc. | 32,386 | $3.42M | 0.26% | +31,756+5,040.6% | Added |
| UniSuper Management Pty Ltd | 33,475 | $3.53M | 0.02% | −505−1.5% | Reduced |
| Concurrent Investment Advisors, LLC | 33,646 | $3.55M | 0.04% | +4,689+16.2% | Added |
| Metis Global Partners, LLC | 33,861 | $3.57M | 0.08% | +315+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,107 | $3.60M | 0.12% | −298−0.9% | Reduced |
| KBC Group NV | 34,719 | $3.66M | 0.01% | +1,736+5.3% | Added |
| First American Bank | 34,770 | $3.67M | 0.22% | +201+0.6% | Added |
| Mutual of America Capital Management LLC | 34,922 | $3.68M | 0.04% | +40+0.1% | Added |
| Captrust Financial Advisors | 34,923 | $3.68M | 0.01% | +1,510+4.5% | Added |
| Cushing Asset Management, LP | 35,000 | $3.69M | 0.21% | +9,000+34.6% | Added |
| Rockefeller Capital Management L.P. | 35,123 | $3.70M | 0.01% | −421−1.2% | Reduced |
| Castellan Group, LLC | 35,149 | $3.71M | 0.47% | +1,593+4.7% | Added |
| Rafferty Asset Management, LLC | 35,822 | $3.78M | 0.01% | +1,941+5.7% | Added |
| Verition Fund Management LLC | 35,838 | $3.78M | 0.02% | −235,562−86.8% | Reduced |
| Pacer Advisors, Inc. | 35,938 | $3.79M | 0.01% | +8,806+32.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,974 | $3.79M | 0.07% | +1,097+3.1% | Added |
| Kestra Private Wealth Services, LLC | 36,084 | $3.81M | 0.05% | +717+2.0% | Added |
| Resolution Capital Ltd | 36,636 | $3.86M | 0.09% | −35,626−49.3% | Reduced |
| Somerset Trust Co | 36,699 | $3.87M | 1.18% | +592+1.6% | Added |
| Belpointe Asset Management LLC | 37,014 | $3.90M | 0.14% | +3,672+11.0% | Added |
| Oregon Public Employees Retirement Fund | 37,239 | $3.93M | 0.05% | +500+1.4% | Added |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.37% | 00.0% | Unchanged |
| JustInvest LLC | 38,151 | $4.02M | 0.04% | −3,749−8.9% | Reduced |
| N.E.W. Advisory Services LLC | 38,346 | $4.04M | 0.30% | +3,813+11.0% | Added |
| Swiss Life Asset Management Ltd | 38,633 | $4.07M | 0.02% | +200+0.5% | Added |
| Kestra Advisory Services, LLC | 38,687 | $4.08M | 0.02% | +2,530+7.0% | Added |
| Foundations Investment Advisors, LLC | 38,873 | $4.10M | 0.05% | −1,603−4.0% | Reduced |
| Aventail Capital Group, LP | 39,056 | $4.12M | 0.24% | −200,828−83.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,105 | $4.12M | 0.02% | +1,344+3.6% | Added |
| Schonfeld Strategic Advisors LLC | 39,640 | $4.18M | 0.02% | +39,640 | New |
| Keebeck Wealth Management, LLC | 39,823 | $4.20M | 0.48% | −1,773−4.3% | Reduced |
| Quest Partners LLC | 39,903 | $4.21M | 0.24% | +37,379+1,480.9% | Added |
| Harbour Investments, Inc. | 40,086 | $4.23M | 0.09% | −3,871−8.8% | Reduced |
| USS Investment Management Ltd | 40,180 | $4.24M | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 40,355 | $4.26M | 0.02% | +3,683+10.0% | Added |
| Acadian Asset Management LLC | 40,536 | $4.27M | 0.01% | +38,779+2,207.1% | Added |
| United Capital Management of KS, Inc. | 40,537 | $4.28M | 0.60% | +1,321+3.4% | Added |
| Alta Capital Management LLC | 40,578 | $4.28M | 0.28% | −24−0.1% | Reduced |
| Nissay Asset Management Corp | 41,124 | $4.34M | 0.02% | +238+0.6% | Added |
| Blair William & Co | 41,462 | $4.37M | 0.01% | +157+0.4% | Added |
| ISAM Funds (UK) Ltd | 41,835 | $4.41M | 1.59% | +41,835 | New |
| Bright Rock Capital Management, LLC | 42,000 | $4.43M | 0.87% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 42,065 | $4.44M | 0.10% | +14,097+50.4% | Added |
| KLCM Advisors, Inc. | 42,194 | $4.45M | 0.38% | +661+1.6% | Added |
| CIBC Private Wealth Group, LLC | 42,218 | $4.45M | 0.01% | −1,352−3.1% | Reduced |
| Rakuten Investment Management, Inc. | 42,647 | $4.51M | 0.02% | −455,024−91.4% | Reduced |
| D. E. Shaw & Co., Inc. | 42,900 | $4.52M | 0.00% | −4,763−10.0% | Reduced |
| Options Solutions, LLC | 43,000 | $4.53M | 3.20% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 43,048 | $4.54M | 0.21% | +36,794+588.3% | Added |
| Regions Financial Corp | 43,134 | $4.55M | 0.03% | +1,847+4.5% | Added |
| Glenmede Trust Co NA | 43,247 | $4.56M | 0.02% | +43,247 | New |
| Schroder Investment Management Group | 43,074 | $4.57M | 0.00% | +4,237+10.9% | Added |
| S&CO Inc | 43,907 | $4.63M | 0.29% | 00.0% | Unchanged |
| Motco | 44,195 | $4.66M | 0.42% | −1,326−2.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 44,485 | $4.69M | 0.22% | −119−0.3% | Reduced |
| New York Life Investment Management LLC | 44,501 | $4.69M | 0.04% | +885+2.0% | Added |
| Patton Fund Management, Inc. | 44,812 | $4.73M | 0.63% | +19,585+77.6% | Added |
| Mackenzie Financial Corp | 44,700 | $4.73M | 0.01% | +3,064+7.4% | Added |
| Advisory Services Network, LLC | 45,090 | $4.76M | 0.07% | −2,499−5.3% | Reduced |
| NEOS Investment Management LLC | 45,121 | $4.76M | 0.03% | +7,422+19.7% | Added |
| Yousif Capital Management, LLC | 44,279 | $4.83M | 0.05% | −1,730−3.8% | Reduced |
| Colony Group, LLC | 46,123 | $4.86M | 0.01% | +4,715+11.4% | Added |
| Parr McKnight Wealth Management Group, LLC | 46,201 | $4.87M | 0.64% | +1,314+2.9% | Added |
| Morton Community Bank | 44,500 | $4.92M | 1.06% | +1,875+4.4% | Added |
| Brentview Investment Management LLC | 47,137 | $4.97M | 2.25% | +12,484+36.0% | Added |
| Kingsview Wealth Management, LLC | 47,502 | $5.01M | 0.07% | −82−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 47,510 | $5.01M | 0.07% | +40,307+559.6% | Added |
| Ashton Thomas Private Wealth, LLC | 48,005 | $5.06M | 0.12% | +2,669+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 48,456 | $5.11M | 0.00% | +2,206+4.8% | Added |
| Ontario Teachers Pension Plan Board | 48,490 | $5.11M | 0.11% | +29,567+156.2% | Added |
| Mediolanum International Funds Ltd | 48,262 | $5.12M | 0.05% | −144,433−75.0% | Reduced |
| Allworth Financial LP | 48,949 | $5.16M | 0.02% | +5,827+13.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,706 | $5.24M | 0.04% | +4,907+11.0% | Added |
| American Assets Investment Management, LLC | 50,000 | $5.27M | 0.36% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 50,205 | $5.29M | 0.04% | −1,161−2.3% | Reduced |
| Los Angeles Capital Management LLC | 47,110 | $5.30M | 0.02% | −7,443−13.6% | Reduced |
| Xponance, Inc. | 50,493 | $5.32M | 0.04% | +3,368+7.1% | Added |
| Nicholas Company, Inc. | 50,635 | $5.34M | 0.09% | +10,875+27.4% | Added |
| Oak Thistle LLC | 50,854 | $5.36M | 0.74% | +50,854 | New |
| Daiwa Securities Group Inc. | 52,414 | $5.53M | 0.02% | +2,222+4.4% | Added |