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 |
|---|---|---|---|---|---|
| Seneschal Advisors, LLC | 453 | $47.8K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 456 | $48.1K | 0.00% | −2,155−82.5% | Reduced |
| Litman Gregory Asset Management LLC | 464 | $48.9K | 0.00% | +464 | New |
| Birchwood Financial Partners, Inc. | 465 | $49.1K | 0.05% | +465 | New |
| Pinnacle Wealth Planning Services, Inc. | 474 | $50.0K | 0.01% | +474 | New |
| MidFirst Bank | 482 | $50.8K | 0.00% | +482 | New |
| Clear Street Markets LLC | 484 | $51.0K | 0.01% | −71−12.8% | Reduced |
| Elyxium Wealth, LLC | 496 | $52.3K | 0.01% | +496 | New |
| Ostrum Asset Management | 496 | $52.3K | 0.00% | −164−24.8% | Reduced |
| Bruce G. Allen Investments, LLC | 501 | $52.8K | 0.04% | −22−4.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 521 | $54.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 540 | $56.9K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 564 | $59.5K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 573 | $60.4K | 0.00% | +4+0.7% | Added |
| St. Johns Investment Management Company, LLC | 580 | $61.2K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 584 | $61.6K | 0.03% | −100−14.6% | Reduced |
| Anchor Investment Management, LLC | 587 | $61.9K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 600 | $63.3K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $63.3K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 612 | $64.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 613 | $64.6K | 0.00% | −118−16.1% | Reduced |
| Manchester Capital Management LLC | 621 | $65.5K | 0.01% | −115−15.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 625 | $65.9K | 0.01% | +111+21.6% | Added |
| Bayforest Capital Ltd | 631 | $66.5K | 0.05% | +573+987.9% | Added |
| Bank of Jackson Hole Trust | 632 | $66.7K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 644 | $67.9K | 0.01% | +32+5.2% | Added |
| Lloyd Advisory Services, LLC. | 650 | $68.5K | 0.03% | +650 | New |
| Strengthening Families & Communities, LLC | 684 | $72.1K | 0.03% | −15−2.1% | Reduced |
| Ancora Advisors, LLC | 749 | $79.0K | 0.00% | +195+35.2% | Added |
| GW&K Investment Management, LLC | 747 | $79.0K | 0.00% | +16+2.2% | Added |
| Concord Wealth Partners | 752 | $79.3K | 0.01% | −29−3.7% | Reduced |
| Independence Bank of Kentucky | 756 | $79.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 770 | $81.2K | 0.00% | +112+17.0% | Added |
| Joseph Group Capital Management | 800 | $84.4K | 0.02% | +124+18.3% | Added |
| Arcadia Investment Management Corp | 802 | $84.6K | 0.01% | +2+0.3% | Added |
| DV Trading LLC | 807 | $85.1K | 0.01% | +807 | New |
| Sentry Investment Management LLC | 824 | $87.0K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 837 | $88.3K | 0.01% | +64+8.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 840 | $88.6K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 867 | $90.7K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 867 | $91.4K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 868 | $91.5K | 0.02% | +6+0.7% | Added |
| Rossby Financial, LCC | 873 | $92.1K | 0.03% | +12+1.4% | Added |
| Rosenberg Matthew Hamilton | 882 | $93.0K | 0.02% | +630+250.0% | Added |
| SJS Investment Consulting Inc. | 888 | $93.7K | 0.01% | +12+1.4% | Added |
| First Pacific Financial | 902 | $95.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 913 | $96.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 914 | $96.4K | 0.06% | +54+6.3% | Added |
| Cromwell Holdings LLC | 946 | $99.8K | 0.05% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 979 | $100.3K | 0.01% | +979 | New |
| Oakworth Capital, Inc. | 951 | $100.3K | 0.01% | +142+17.6% | Added |
| Prestige Wealth Management Group LLC | 976 | $102.9K | 0.02% | −1−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 982 | $103.6K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 991 | $104.5K | 0.01% | −8−0.8% | Reduced |
| Daytona Street Capital LLC | 1,000 | $105.5K | 0.09% | +1,000 | New |
| Signature Equity Partners, LLC | 1,002 | $105.7K | 0.06% | +1,002 | New |
| TCTC Holdings, LLC | 1,018 | $107.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,023 | $107.9K | 0.00% | −121−10.6% | Reduced |
| Avanza Fonder AB | 1,031 | $108.7K | 0.00% | +1,031 | New |
| Guinness Asset Management LTD | 1,032 | $109.1K | 0.00% | +328+46.6% | Added |
| TFC Financial Management | 1,054 | $111.2K | 0.01% | −4−0.4% | Reduced |
| Intelligent Financial Strategies | 1,059 | $111.6K | 0.05% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,067 | $112.6K | 0.01% | +53+5.2% | Added |
| RMG Wealth Management LLC | 1,059 | $114.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,110 | $117.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,128 | $119.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,202 | $126.8K | 0.01% | +55+4.8% | Added |
| CoreCap Advisors, LLC | 1,204 | $127.0K | 0.00% | −14−1.1% | Reduced |
| Centaurus Financial, Inc. | 1,210 | $128.0K | 0.01% | −1,808−59.9% | Reduced |
| Financial Network Wealth Advisors LLC | 1,228 | $129.5K | 0.13% | −41−3.2% | Reduced |
| JNBA Financial Advisors | 1,248 | $131.6K | 0.01% | −65−5.0% | Reduced |
| Optiver Holding B.V. | 1,288 | $135.8K | 0.00% | +1,288 | New |
| NBT Bank N A | 525 | $139.6K | 0.01% | −10−1.9% | Reduced |
| Financial Perspectives, Inc | 1,338 | $141.1K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 1,332 | $141.1K | 0.00% | +973+271.0% | Added |
| Trust Co | 1,368 | $144.3K | 0.01% | +600+78.1% | Added |
| Sunbelt Securities, Inc. | 1,389 | $146.4K | 0.01% | +9+0.7% | Added |
| Quent Capital, LLC | 1,401 | $147.8K | 0.01% | −140−9.1% | Reduced |
| Align Financial, LLC | 148,171 | $148.2K | 0.09% | +148,171 | New |
| Measured Wealth Private Client Group, LLC | 1,412 | $148.9K | 0.04% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,432 | $151.0K | 0.04% | +1,432 | New |
| Meramec Financial Planners, LLC | 1,383 | $154.1K | 0.06% | +1,383 | New |
| Trust Co of Vermont | 1,480 | $156.1K | 0.01% | +292+24.6% | Added |
| Virtus Investment Advisers, Inc. | 1,550 | $163.5K | 0.04% | −22−1.4% | Reduced |
| Operose Advisors LLC | 1,580 | $166.6K | 0.04% | −33−2.0% | Reduced |
| Havemeyer Place LP | 1,628 | $171.7K | 0.03% | +1,628 | New |
| Larson Financial Group LLC | 1,694 | $178.6K | 0.01% | −140−7.6% | Reduced |
| Richardson Financial Services Inc. | 1,726 | $182.0K | 0.11% | −47−2.7% | Reduced |
| Monetary Management Group Inc | 1,750 | $184.6K | 0.04% | 00.0% | Unchanged |
| Volterra Technologies LP | 1,805 | $190.4K | 0.19% | +1,194+195.4% | Added |
| Flagship Harbor Advisors, LLC | 1,807 | $190.6K | 0.01% | −296−14.1% | Reduced |
| Crews Bank & Trust | 1,814 | $191.3K | 0.03% | −1,256−40.9% | Reduced |
| First Command Advisory Services, Inc. | 1,873 | $197.5K | 0.00% | +79+4.4% | Added |
| Cape Investment Advisory, Inc. | 1,873 | $197.5K | 0.06% | +173+10.2% | Added |
| Hills Bank & Trust Co | 1,873 | $197.5K | 0.01% | +702+59.9% | Added |
| Boston Research & Management Inc | 1,902 | $200.6K | 0.05% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,905 | $200.9K | 0.03% | −35−1.8% | Reduced |
| TCG Advisory Services, LLC | 1,914 | $201.9K | 0.01% | +1,914 | New |
| OMC Financial Services LTD | 1,922 | $202.7K | 0.08% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,927 | $203.2K | 0.02% | −1,346−41.1% | Reduced |