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 |
|---|---|---|---|---|---|
| Walsh & Associates, LLC | 2,484 | $262.0K | 0.26% | +2,484 | New |
| Howard Capital Management Inc. | 2,490 | $262.6K | 0.00% | +432+21.0% | Added |
| Titleist Asset Management, LLC | 2,497 | $263.4K | 0.02% | +5+0.2% | Added |
| OneAscent Financial Services LLC | 2,500 | $263.6K | 0.02% | +2,500 | New |
| International Assets Investment Management, LLC | 2,506 | $264.3K | 0.02% | +2,506 | New |
| JGP Wealth Management, LLC | 2,509 | $264.6K | 0.03% | −111−4.2% | Reduced |
| Ieq Capital, LLC | 2,512 | $264.9K | 0.00% | +232+10.2% | Added |
| Providence Wealth Advisors, LLC | 2,547 | $266.2K | 0.17% | +9+0.4% | Added |
| Keystone Financial Group | 2,525 | $266.3K | 0.02% | −643−20.3% | Reduced |
| Atticus Wealth Management, LLC | 2,541 | $268.0K | 0.07% | +19+0.8% | Added |
| Oxbow Advisors, LLC | 2,553 | $269.2K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,559 | $269.9K | 0.03% | +31+1.2% | Added |
| John G Ullman & Associates Inc | 2,566 | $270.6K | 0.04% | +100+4.1% | Added |
| Pinnacle West Asset Management, Inc. | 2,580 | $272.0K | 0.18% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 2,586 | $272.7K | 0.03% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,605 | $274.7K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,608 | $275.0K | 0.07% | −184−6.6% | Reduced |
| Advyzon Investment Management, LLC | 2,609 | $275.1K | 0.03% | +2,609 | New |
| MTM Investment Management, LLC | 2,610 | $275.3K | 0.09% | −15−0.6% | Reduced |
| CFS Investment Advisory Services, LLC | 2,613 | $275.6K | 0.02% | +117+4.7% | Added |
| Astoria Portfolio Advisors LLC. | 2,391 | $276.9K | 0.06% | +533+28.7% | Added |
| Bailard, Inc. | 2,632 | $277.6K | 0.01% | −7−0.3% | Reduced |
| Mather Group, LLC. | 2,635 | $277.9K | 0.00% | +178+7.2% | Added |
| Bowman & Co S.C. | 2,635 | $278.0K | 0.12% | +11+0.4% | Added |
| Connecticut Capital Management Group, LLC | 2,636 | $278.0K | 0.27% | +2,636 | New |
| Ironwood Investment Counsel, LLC | 2,654 | $279.9K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,660 | $280.5K | 0.01% | −6,783−71.8% | Reduced |
| Wealthcare Advisory Partners LLC | 2,667 | $281.2K | 0.01% | −323−10.8% | Reduced |
| MQS Management LLC | 2,676 | $282.2K | 0.17% | +2,676 | New |
| New Age Alpha Advisors, LLC | 2,677 | $282.3K | 0.01% | +224+9.1% | Added |
| Premier Path Wealth Partners, LLC | 2,678 | $282.4K | 0.04% | −815−23.3% | Reduced |
| Ausdal Financial Partners, Inc. | 2,683 | $283.0K | 0.01% | −64−2.3% | Reduced |
| Parkside Financial Bank & Trust | 2,691 | $283.8K | 0.02% | +61+2.3% | Added |
| Live Oak Private Wealth LLC | 2,692 | $283.9K | 0.04% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,697 | $284.5K | 0.09% | +130+5.1% | Added |
| Successful Portfolios LLC | 2,732 | $285.9K | 0.15% | −15−0.5% | Reduced |
| Savvy Advisors, Inc. | 2,716 | $286.4K | 0.01% | +262+10.7% | Added |
| Busey Wealth Management | 2,730 | $287.9K | 0.01% | +229+9.2% | Added |
| Essex Financial Services, Inc. | 2,736 | $288.5K | 0.02% | +739+37.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $289.5K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 2,746 | $289.6K | 0.06% | +2,746 | New |
| Fidelis Capital Partners, LLC | 2,757 | $290.8K | 0.02% | −9−0.3% | Reduced |
| Alhambra Investment Partners LLC | 2,768 | $292.0K | 0.14% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,771 | $292.2K | 0.02% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 2,776 | $292.8K | 0.05% | −104−3.6% | Reduced |
| Lodestone Wealth Management LLC | 2,787 | $293.9K | 0.12% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,793 | $294.6K | 0.12% | 00.0% | Unchanged |
| Expressive Wealth LLC | 2,794 | $294.7K | 0.32% | +2,794 | New |
| Master's Wealth Management Inc. | 2,811 | $296.5K | 0.11% | +220+8.5% | Added |
| Quadrant Capital Group LLC | 2,812 | $296.6K | 0.01% | +25+0.9% | Added |
| Beese Fulmer Investment Management, Inc. | 2,814 | $296.8K | 0.02% | −243−7.9% | Reduced |
| Integrated Wealth Concepts LLC | 2,820 | $297.4K | 0.00% | −18,453−86.7% | Reduced |
| FSM Wealth Advisors, LLC | 2,826 | $298.0K | 0.04% | +51+1.8% | Added |
| Gladstone Institutional Advisory LLC | 2,827 | $298.1K | 0.01% | −308−9.8% | Reduced |
| StoneX Group Inc. | 2,830 | $298.4K | 0.01% | +1,066+60.4% | Added |
| Summit Asset Management, LLC | 2,835 | $299.0K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,825 | $299.3K | 0.01% | +58+2.1% | Added |
| truNorth Financial Services, Inc. | 2,842 | $299.7K | 0.33% | +2,842 | New |
| 71 West Capital Partners | 2,843 | $299.8K | 0.01% | +2,843 | New |
| Buska Wealth Management, LLC | 2,868 | $302.5K | 0.11% | 00.0% | Unchanged |
| HRT Financial LP | 2,890 | $304.0K | 0.00% | +2,890 | New |
| Barr E S & Co | 2,894 | $305.2K | 0.02% | +2,894 | New |
| Principle Wealth Partners LLC | 2,895 | $305.3K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 2,898 | $305.6K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,898 | $305.7K | 0.12% | +7+0.2% | Added |
| DSG Capital Advisors, LLC | 2,827 | $305.8K | 0.05% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,931 | $309.1K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,938 | $309.8K | 0.03% | +375+14.6% | Added |
| Compass Financial Group, INC | 2,938 | $309.8K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,942 | $310.3K | 0.01% | −471−13.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 2,950 | $311.1K | 0.04% | +2,950 | New |
| Moment Partners, LLC | 2,959 | $312.1K | 0.06% | −689−18.9% | Reduced |
| Gibbs Wealth Management | 2,983 | $312.2K | 0.08% | −258−8.0% | Reduced |
| Clarius Group, LLC | 2,961 | $312.3K | 0.02% | +23+0.8% | Added |
| Defined Wealth Management, LLC | 2,968 | $313.0K | 0.18% | +1,063+55.8% | Added |
| Bingham Private Wealth, LLC | 2,969 | $313.1K | 0.27% | +2,969 | New |
| Graybill Bartz & Assoc Ltd | 2,981 | $314.4K | 0.09% | 00.0% | Unchanged |
| Bank of Stockton | 2,982 | $314.5K | 0.09% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,984 | $314.7K | 0.04% | +40+1.4% | Added |
| Independent Financial Group, LLC | 2,991 | $315.5K | 0.01% | −387−11.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,994 | $315.8K | 0.20% | +170+6.0% | Added |
| Gateway Wealth Partners, LLC | 3,000 | $316.3K | 0.04% | +407+15.7% | Added |
| LS Investment Advisors, LLC | 3,000 | $316.4K | 0.04% | −1,482−33.1% | Reduced |
| Dahring | Cusmano LLC | 3,006 | $317.0K | 0.22% | +24+0.8% | Added |
| Chicago Partners Investment Group LLC | 2,914 | $317.9K | 0.01% | +845+40.8% | Added |
| 1st Source Bank | 3,021 | $318.6K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,038 | $320.4K | 0.07% | −113−3.6% | Reduced |
| Frank, Rimerman Advisors LLC | 3,055 | $322.2K | 0.02% | −566−15.6% | Reduced |
| ERTS Wealth Advisors, LLC | 3,059 | $322.6K | 0.10% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,086 | $325.4K | 0.25% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,097 | $326.6K | 0.01% | −350−10.2% | Reduced |
| CWM Advisors, LLC | 3,108 | $327.8K | 0.03% | +416+15.5% | Added |
| Financial Engines Advisors L.L.C. | 3,110 | $328.0K | 0.00% | +3,110 | New |
| Jacobi Capital Management LLC | 3,114 | $328.4K | 0.02% | +64+2.1% | Added |
| Western Wealth Management, LLC | 3,120 | $329.0K | 0.02% | −80−2.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,120 | $329.0K | 0.14% | +3,120 | New |
| True Vision MN LLC | 3,126 | $329.7K | 0.17% | +25+0.8% | Added |
| Engineers Gate Manager LP | 3,131 | $330.2K | 0.00% | +3,131 | New |
| Cigna Investments Inc | 3,135 | $331.0K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,167 | $334.0K | 0.05% | +172+5.7% | Added |