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 |
|---|---|---|---|---|---|
| Gladwyn Financial Advisors, Inc. | 1,929 | $203.5K | 0.14% | +250+14.9% | Added |
| Dividend Assets Capital, LLC | 1,936 | $204.2K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,941 | $204.7K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,942 | $204.8K | 0.00% | +1,942 | New |
| Optas, LLC | 1,944 | $205.0K | 0.03% | +1,944 | New |
| Frec Markets, Inc. | 1,948 | $205.4K | 0.06% | +1,948 | New |
| Edgemoor Investment Advisors, Inc. | 1,952 | $205.9K | 0.02% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,954 | $206.1K | 0.22% | +1,954 | New |
| Community Bank & Trust, Waco, Texas | 1,964 | $207.0K | 0.04% | +96+5.1% | Added |
| Avidian Wealth Solutions, LLC | 1,965 | $207.3K | 0.01% | −9−0.5% | Reduced |
| Everpar Advisors LLC | 1,967 | $207.4K | 0.08% | −63−3.1% | Reduced |
| Plancorp, LLC | 1,975 | $208.3K | 0.01% | −2,188−52.6% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $210.2K | 0.06% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,997 | $210.6K | 0.02% | −1,634−45.0% | Reduced |
| Tompkins Financial Corp | 2,000 | $210.9K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $211.0K | 0.06% | −300−13.0% | Reduced |
| Valeo Financial Advisors, LLC | 2,015 | $212.5K | 0.00% | +2,015 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,016 | $212.6K | 0.05% | −3,273−61.9% | Reduced |
| Concorde Asset Management, LLC | 2,021 | $213.1K | 0.09% | +2,021 | New |
| High Falls Advisors, Inc | 2,022 | $213.3K | 0.04% | +11+0.5% | Added |
| COFG Advisors, LLC | 2,026 | $213.7K | 0.05% | +2,026 | New |
| Inscription Capital, LLC | 2,036 | $214.7K | 0.02% | +91+4.7% | Added |
| KilterHowling LLC | 2,037 | $214.8K | 0.11% | +19+0.9% | Added |
| Plotkin Financial Advisors, LLC | 2,042 | $215.3K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,046 | $215.8K | 0.00% | +125+6.5% | Added |
| Pine Valley Investments Ltd Liability Co | 2,050 | $216.2K | 0.01% | −124−5.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,052 | $216.4K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,058 | $217.0K | 0.00% | −134−6.1% | Reduced |
| Equitable Trust Co | 2,061 | $217.4K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,073 | $218.6K | 0.01% | −78−3.6% | Reduced |
| Perennial Investment Advisors, LLC | 2,075 | $218.8K | 0.02% | +120+6.1% | Added |
| Neville Rodie & Shaw Inc | 2,078 | $219.0K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 2,079 | $219.3K | 0.00% | +2,079 | New |
| U.S. Capital Wealth Advisors, LLC | 2,081 | $219.5K | 0.01% | +2,081 | New |
| Greenwich Wealth Management LLC | 2,090 | $220.0K | 0.01% | +2,090 | New |
| Essex Savings Bank | 2,092 | $220.6K | 0.05% | −160−7.1% | Reduced |
| Connecticut Wealth Management, LLC | 2,107 | $222.2K | 0.01% | +15+0.7% | Added |
| Aster Capital Management (DIFC) Ltd | 2,112 | $222.7K | 0.10% | −912−30.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,120 | $223.6K | 0.16% | +39+1.9% | Added |
| AMG National Trust Bank | 2,125 | $224.1K | 0.01% | +6+0.3% | Added |
| VisionPoint Advisory Group, LLC | 2,128 | $224.4K | 0.04% | −370−14.8% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,141 | $225.8K | 0.19% | −10−0.5% | Reduced |
| Liberty Capital Management, Inc. | 2,149 | $226.6K | 0.04% | −500−18.9% | Reduced |
| Marble Wealth, LLC | 2,160 | $227.8K | 0.03% | +2,160 | New |
| Howe & Rusling Inc | 2,161 | $227.9K | 0.02% | −10.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,165 | $228.3K | 0.03% | −2,705−55.5% | Reduced |
| Old North State Wealth Management, LLC | 2,163 | $228.5K | 0.11% | −405−15.8% | Reduced |
| Hager Investment Management Services, LLC | 2,170 | $228.8K | 0.12% | 00.0% | Unchanged |
| CX Institutional | 2,168 | $229.0K | 0.01% | +367+20.4% | Added |
| Fisher Asset Management, LLC | 2,172 | $229.1K | 0.00% | +156+7.7% | Added |
| Sunpointe, LLC | 2,175 | $229.4K | 0.08% | +2,175 | New |
| Longboard Asset Management, LP | 2,177 | $229.6K | 1.46% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,179 | $229.8K | 0.03% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,187 | $230.6K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,194 | $231.4K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,197 | $231.7K | 0.03% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 2,200 | $232.0K | 0.13% | +2,200 | New |
| Perkins Coie Trust Co | 2,202 | $232.2K | 0.04% | 00.0% | Unchanged |
| RDA Financial Network | 2,202 | $232.3K | 0.06% | +175+8.6% | Added |
| Park Place Capital Corp | 2,209 | $233.0K | 0.05% | +58+2.7% | Added |
| Tocqueville Asset Management L.P. | 2,210 | $233.1K | 0.00% | −25−1.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 2,223 | $234.4K | 0.34% | +90+4.2% | Added |
| Pinnacle Financial Partners, Inc. | 2,224 | $234.8K | 0.00% | +2,224 | New |
| Cullen/Frost Bankers, Inc. | 2,237 | $235.9K | 0.00% | +636+39.7% | Added |
| Massmutual Trust Co FSB | 2,245 | $236.8K | 0.01% | −11−0.5% | Reduced |
| Isthmus Partners, LLC | 2,260 | $238.3K | 0.03% | −669−22.8% | Reduced |
| Sound Income Strategies, LLC | 2,215 | $240.6K | 0.01% | +323+17.1% | Added |
| Petersen Hastings Wealth Advisors Inc. | 2,282 | $240.7K | 0.02% | +2,282 | New |
| Asset One Wealth Management LLC | 2,214 | $243.2K | 0.03% | +2,214 | New |
| Alliance Wealth Advisors, LLC | 2,307 | $243.3K | 0.12% | +63+2.8% | Added |
| LCNB Corp | 2,318 | $244.5K | 0.08% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,318 | $244.5K | 0.00% | −40−1.7% | Reduced |
| Pure Financial Advisors, Inc. | 2,319 | $244.6K | 0.00% | +86+3.9% | Added |
| GuidedMoney, LLC | 2,332 | $245.9K | 0.13% | +2,332 | New |
| Spirepoint Private Client, LLC | 2,339 | $246.7K | 0.02% | +8+0.3% | Added |
| Choate Investment Advisors | 2,347 | $247.5K | 0.00% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,362 | $249.1K | 0.14% | +23+1.0% | Added |
| Hilltop Partners LLC | 2,370 | $249.9K | 0.06% | −19−0.8% | Reduced |
| Baker Ellis Asset Management LLC | 2,372 | $250.2K | 0.03% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,374 | $250.4K | 0.13% | +32+1.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $251.0K | 0.01% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,381 | $251.1K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 2,382 | $251.2K | 0.02% | −136−5.4% | Reduced |
| Planning Center, Inc. | 2,382 | $251.2K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,385 | $251.5K | 0.05% | −56−2.3% | Reduced |
| Liberty Wealth Management LLC | 2,385 | $251.5K | 0.03% | +15+0.6% | Added |
| Cambria Investment Management, L.P. | 2,395 | $252.6K | 0.01% | +344+16.8% | Added |
| Roman Butler Fullerton & Co | 2,310 | $252.6K | 0.07% | 00.0% | Unchanged |
| Dala Group, LLC | 2,398 | $252.9K | 0.22% | +2,398 | New |
| Charles Schwab Trust Co | 2,407 | $253.8K | 0.02% | +2,407 | New |
| Keystone Financial Group, Inc. | 2,414 | $254.6K | 0.13% | −137−5.4% | Reduced |
| Argent Trust Co | 2,437 | $257.0K | 0.01% | +33+1.4% | Added |
| Checchi Capital Advisers, LLC | 2,449 | $258.3K | 0.02% | −223−8.3% | Reduced |
| First Foundation Advisors | 2,453 | $258.7K | 0.01% | −245−9.1% | Reduced |
| Blue Chip Partners, Inc. | 2,455 | $258.9K | 0.02% | −169−6.4% | Reduced |
| Code Waechter LLC | 2,456 | $259.0K | 0.17% | −17−0.7% | Reduced |
| Midwest Professional Planners, LTD. | 2,457 | $259.1K | 0.06% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 2,465 | $259.9K | 0.05% | −17−0.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,465 | $260.0K | 0.09% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,477 | $261.2K | 0.06% | 00.0% | Unchanged |