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
McCarthy Grittinger Financial Group, LLC	89	$9.39K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	90	$9.49K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	96	$10.0K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	95	$10.0K	0.01%	00.0%	Unchanged
Guinness Atkinson Asset Management Inc	98	$10.4K	0.00%	+98	New
Costello Asset Management, INC	100	$10.5K	0.00%	−55−35.5%	Reduced
HighMark Wealth Management LLC	100	$10.5K	0.00%	00.0%	Unchanged
Advocate Investing Services LLC	100	$10.5K	0.01%	+100	New
Front Row Advisors LLC	102	$10.8K	0.00%	00.0%	Unchanged
Key Financial Inc	106	$11.2K	0.00%	00.0%	Unchanged
Strategic Wealth Partners, Ltd.	109	$11.5K	0.00%	00.0%	Unchanged
Sachetta, LLC	109	$11.5K	0.01%	00.0%	Unchanged
Wiser Advisor Group LLC	111	$11.7K	0.01%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	112	$11.8K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	115	$12.1K	0.00%	+17+17.3%	Added
Kemnay Advisory Services Inc.	115	$12.1K	0.00%	+115	New
Golden State Wealth Management, LLC	115	$12.1K	0.00%	+44+62.0%	Added
Vision Retirement, LLC	116	$12.2K	0.00%	+116	New
Kimelman & Baird, LLC	116	$12.2K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	116	$12.2K	0.00%	+1+0.9%	Added
Ritter Daniher Financial Advisory LLC	119	$12.6K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	120	$12.7K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	126	$13.3K	0.00%	−9−6.7%	Reduced
Rogco, LP	126	$13.3K	0.00%	00.0%	Unchanged
PFS Partners, LLC	130	$13.7K	0.01%	+1+0.8%	Added
Estate Planners Group, LLC	133	$14.0K	0.01%	+133	New
Fortitude Family Office, LLC	135	$14.2K	0.00%	−1−0.7%	Reduced
Midwest Capital Advisors, LLC	136	$14.3K	0.01%	00.0%	Unchanged
Webster Bank, N. A.	143	$15.1K	0.00%	+143	New
Prosperity Bancshares Inc	155	$16.3K	0.01%	+155	New
Kerr Financial Planning Corp	146	$16.5K	0.02%	+1+0.7%	Added
E Fund Management (Hong Kong) Co., Ltd.	151	$16.6K	0.01%	+136+906.7%	Added
Triumph Capital Management	158	$16.7K	0.00%	+158	New
JFS Wealth Advisors, LLC	165	$17.4K	0.00%	+68+70.1%	Added
First Community Trust NA	166	$17.5K	0.01%	00.0%	Unchanged
Tucker Asset Management LLC	168	$17.7K	0.01%	+168	New
SHP Wealth Management	169	$17.8K	0.00%	+169	New
Essential Partners LLC	176	$18.6K	0.01%	+35+24.8%	Added
Hoese & Co LLP	180	$19.0K	0.01%	00.0%	Unchanged
Wealth Watch Advisors, INC	180	$19.0K	0.01%	−6−3.2%	Reduced
Newbridge Financial Services Group, Inc.	185	$19.5K	0.00%	+2+1.1%	Added
Activest Wealth Management	185	$19.5K	0.00%	+97+110.2%	Added
Blueline Advisors LLC	188	$19.8K	0.02%	+188	New
Wolff Wiese Magana LLC	193	$20.4K	0.01%	00.0%	Unchanged
MV Capital Management, Inc.	196	$20.7K	0.00%	+4+2.1%	Added
LRI Investments, LLC	199	$21.0K	0.00%	+132+197.0%	Added
Bank of New Hampshire	200	$21.1K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	204	$21.5K	0.00%	00.0%	Unchanged
Covestor Ltd	216	$23.0K	0.01%	−80−27.0%	Reduced
Gen-Wealth Partners Inc	225	$23.7K	0.01%	00.0%	Unchanged
Scarborough Advisors, LLC	228	$24.0K	0.00%	−2−0.9%	Reduced
Boyd Watterson Asset Management LLC	228	$24.0K	0.01%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	230	$24.3K	0.02%	+225+4,500.0%	Added
SBI Securities Co., Ltd.	232	$24.5K	0.00%	+80+52.6%	Added
Truvestments Capital LLC	236	$24.9K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	238	$25.1K	0.00%	−4−1.7%	Reduced
Godfrey Financial Associates, Inc.	240	$25.3K	0.02%	+240	New
Torren Management, LLC	242	$25.6K	0.01%	+242	New
Coastline Trust Co	249	$26.3K	0.00%	00.0%	Unchanged
Grove Bank & Trust	250	$26.4K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	256	$27.0K	0.00%	−8−3.0%	Reduced
Princeton Global Asset Management LLC	264	$27.8K	0.00%	+1+0.4%	Added
Salomon & Ludwin, LLC	265	$27.9K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	278	$29.3K	0.00%	+200+256.4%	Added
New England Capital Financial Advisors LLC	279	$29.4K	0.01%	00.0%	Unchanged
LOM Asset Management Ltd	285	$30.1K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	275	$30.3K	0.00%	+264+2,400.0%	Added
Silvant Capital Management LLC	290	$30.6K	0.00%	00.0%	Unchanged
Paladin Partners, LLC	291	$30.7K	0.02%	+291	New
Atlantic Private Wealth, LLC	291	$30.7K	0.02%	+2+0.7%	Added
GoalVest Advisory LLC	294	$31.0K	0.01%	+104+54.7%	Added
Prudent Man Investment Management, Inc.	300	$31.6K	0.01%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	312	$32.9K	0.02%	00.0%	Unchanged
ORG Partners LLC	325	$34.3K	0.01%	−44−11.9%	Reduced
Peoples Financial Services Corp.	326	$34.4K	0.02%	00.0%	Unchanged
Medallion Wealth Advisors, LLC	332	$35.0K	0.01%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	332	$35.0K	0.03%	−641−65.9%	Reduced
Center for Financial Planning, Inc.	333	$35.1K	0.00%	00.0%	Unchanged
Elequin Capital LP	339	$35.8K	0.00%	+339	New
Valley National Advisers Inc	349	$36.0K	0.00%	+11+3.3%	Added
Valued Wealth Advisors LLC	343	$36.2K	0.02%	00.0%	Unchanged
WPG Advisers, LLC	348	$36.7K	0.03%	−31−8.2%	Reduced
Harel Insurance Investments & Financial Services Ltd.	355	$37.0K	0.00%	+20+6.0%	Added
Basecamp Wealth Advisors LLC	360	$38.0K	0.01%	+360	New
Olistico Wealth, LLC	372	$39.2K	0.02%	+372	New
Piscataqua Savings Bank	378	$39.9K	0.03%	00.0%	Unchanged
Aventus Investment Advisors, Inc.	380	$40.1K	0.03%	00.0%	Unchanged
CVA Family Office, LLC	395	$41.7K	0.00%	−45−10.2%	Reduced
William B. Walkup & Associates, Inc.	398	$42.0K	0.02%	00.0%	Unchanged
Maryland Capital Advisors Inc.	398	$42.0K	0.01%	00.0%	Unchanged
Lavaca Capital LLC	400	$42.2K	0.01%	00.0%	Unchanged
Strategic Wealth Advisors LLC	414	$43.0K	0.04%	+414	New
Spire Wealth Management	418	$44.1K	0.00%	−5−1.2%	Reduced
Hoey Investments, Inc	423	$44.6K	0.01%	00.0%	Unchanged
Essex Investment Management Co LLC	430	$45.3K	0.01%	00.0%	Unchanged
First Horizon Corp	433	$45.7K	0.00%	−155−26.4%	Reduced
Deseret Mutual Benefit Administrators	438	$46.2K	0.02%	−50−10.2%	Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA	440	$46.4K	0.01%	00.0%	Unchanged
Keating Financial Advisory Services, Inc.	447	$47.1K	0.01%	+447	New
DV Equities, LLC	452	$47.7K	0.01%	+452	New