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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 3,184 | $335.8K | 0.03% | +3,184 | New |
| Avaii Wealth Management, LLC | 3,199 | $337.3K | 0.12% | +19+0.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,200 | $337.5K | 0.00% | +3,200 | New |
| Avestar Capital, LLC | 3,203 | $337.8K | 0.02% | +1,175+57.9% | Added |
| PUREfi Wealth, LLC | 3,209 | $338.4K | 0.26% | +832+35.0% | Added |
| Smartleaf Asset Management LLC | 3,192 | $338.7K | 0.01% | +316+11.0% | Added |
| Chesapeake Asset Management LLC | 3,230 | $340.6K | 0.28% | +708+28.1% | Added |
| GTS Securities LLC | 3,242 | $341.9K | 0.01% | −3,699−53.3% | Reduced |
| SkyOak Wealth, LLC | 3,244 | $342.1K | 0.06% | 00.0% | Unchanged |
| B&L Asset Management LLC | 3,246 | $342.3K | 0.15% | +488+17.7% | Added |
| Hibernia Wealth Partners, LLC | 3,261 | $343.9K | 0.10% | +3,261 | New |
| Sterling Investment Advisors LLC | 3,262 | $344.0K | 0.17% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 3,277 | $345.6K | 0.05% | +716+28.0% | Added |
| National Asset Management, Inc. | 3,278 | $345.7K | 0.02% | −220−6.3% | Reduced |
| Aegis Wealth Management LLC | 3,321 | $350.2K | 0.20% | −179−5.1% | Reduced |
| Buckingham Strategic Partners | 3,339 | $352.2K | 0.00% | −2,091−38.5% | Reduced |
| Brown Brothers Harriman & Co | 3,347 | $353.0K | 0.00% | +106+3.3% | Added |
| Ariston Services Group | 3,351 | $353.4K | 0.21% | +950+39.6% | Added |
| Qtron Investments LLC | 3,354 | $353.7K | 0.05% | −3,663−52.2% | Reduced |
| Maple Capital Management, Inc. | 3,367 | $355.1K | 0.02% | +3,367 | New |
| Diversified Enterprises, LLC | 3,384 | $356.9K | 0.02% | +1,551+84.6% | Added |
| Nvest Financial, LLC | 3,398 | $358.4K | 0.15% | −26−0.8% | Reduced |
| Golden State Equity Partners | 3,401 | $358.7K | 0.06% | −328−8.8% | Reduced |
| Strategy Asset Managers LLC | 3,424 | $361.1K | 0.06% | +34+1.0% | Added |
| Aprio Wealth Management, LLC | 3,428 | $361.5K | 0.02% | +1,155+50.8% | Added |
| CWA Asset Management Group, LLC | 3,435 | $362.3K | 0.01% | +36+1.1% | Added |
| Wedmont Private Capital | 3,460 | $363.4K | 0.01% | −269−7.2% | Reduced |
| Greenfield Savings Bank | 3,452 | $364.0K | 0.15% | −502−12.7% | Reduced |
| Candriam Luxembourg S.C.A. | 3,456 | $364.5K | 0.00% | +3,456 | New |
| F/M Investments LLC | 3,461 | $365.0K | 0.01% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,458 | $365.0K | 0.02% | +4+0.1% | Added |
| Wealthquest Corp | 3,482 | $367.2K | 0.03% | +3,482 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 3,501 | $369.2K | 0.33% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 3,524 | $371.6K | 0.18% | +3,524 | New |
| Livet Wealth, LLC | 3,526 | $371.9K | 0.23% | +3,526 | New |
| Indivisible Partners | 3,547 | $374.1K | 0.04% | +3,547 | New |
| Meritage Portfolio Management | 3,573 | $376.8K | 0.03% | −112−3.0% | Reduced |
| OpenArc Corporate Advisory, LLC | 3,576 | $377.1K | 0.01% | +3,576 | New |
| Moneta Group Investment Advisors LLC | 3,579 | $377.4K | 0.00% | −993−21.7% | Reduced |
| Nilsine Partners, LLC | 3,583 | $377.9K | 0.03% | +49+1.4% | Added |
| Integrity Alliance, LLC. | 3,605 | $380.3K | 0.01% | +725+25.2% | Added |
| Dynamic Advisor Solutions LLC | 3,614 | $381.1K | 0.01% | −1,365−27.4% | Reduced |
| Perigon Wealth Management, LLC | 3,623 | $382.1K | 0.01% | −145−3.8% | Reduced |
| Capital Advisors Inc | 3,628 | $382.6K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,658 | $385.8K | 0.07% | −10−0.3% | Reduced |
| AlphaGrep UK Ltd | 3,660 | $386.0K | 0.13% | +3,660 | New |
| Sowell Financial Services LLC | 3,661 | $386.1K | 0.01% | +266+7.8% | Added |
| Zacks Investment Management | 3,666 | $386.6K | 0.00% | +399+12.2% | Added |
| WealthTrust Axiom LLC | 3,666 | $386.6K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,708 | $391.0K | 0.02% | +49+1.3% | Added |
| ZWJ Investment Counsel Inc | 3,719 | $392.2K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 3,723 | $392.6K | 0.01% | +988+36.1% | Added |
| Insight Wealth Strategies, LLC | 3,744 | $394.8K | 0.05% | +27+0.7% | Added |
| Hanson & Doremus Investment Management | 3,742 | $395.0K | 0.05% | −27−0.7% | Reduced |
| Phillips Wealth Planners LLC | 3,617 | $396.1K | 0.32% | +269+8.0% | Added |
| Impact Partnership Wealth, LLC | 3,770 | $397.6K | 0.05% | +3,770 | New |
| McDonough Capital Management, Inc | 3,788 | $399.5K | 0.20% | −687−15.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,791 | $399.8K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,806 | $400.0K | 0.02% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 3,793 | $400.0K | 0.38% | +3,793 | New |
| First Bank & Trust | 3,800 | $400.7K | 0.07% | +645+20.4% | Added |
| Appleton Partners Inc | 3,806 | $401.0K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,805 | $401.3K | 0.07% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,844 | $405.4K | 0.10% | −409−9.6% | Reduced |
| SageView Advisory Group, LLC | 3,862 | $407.3K | 0.01% | −379−8.9% | Reduced |
| International Private Wealth Advisors LLC | 3,866 | $407.7K | 0.26% | +1,227+46.5% | Added |
| Braeburn Wealth Management LLC | 3,871 | $408.2K | 0.21% | +3,871 | New |
| BankChampaign, National Association | 3,889 | $410.1K | 0.41% | +3,889 | New |
| Cynosure Management, LLC | 3,898 | $411.1K | 0.04% | +3,898 | New |
| Bruce & Co., Inc. | 3,945 | $416.0K | 0.13% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,982 | $419.9K | 0.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,982 | $419.9K | 0.04% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,996 | $421.4K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,000 | $421.8K | 0.04% | 00.0% | Unchanged |
| Alongside, LLC | 4,012 | $423.1K | 0.14% | +4,012 | New |
| V-Square Quantitative Management LLC | 4,027 | $424.7K | 0.04% | +4,027 | New |
| Contravisory Investment Management, Inc. | 4,040 | $426.1K | 0.08% | −168−4.0% | Reduced |
| Certior Financial Group, LLC | 4,043 | $426.4K | 0.29% | +311+8.3% | Added |
| Everence Capital Management Inc | 4,050 | $427.0K | 0.03% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,052 | $427.3K | 0.02% | +22+0.5% | Added |
| Portman Square Capital LLP | 4,054 | $427.5K | 0.07% | +4,054 | New |
| Bayban | 4,056 | $427.7K | 0.38% | +4,056 | New |
| AlphaStar Capital Management, LLC | 4,058 | $428.0K | 0.03% | −1,754−30.2% | Reduced |
| Bullock Wealth Management Group | 4,076 | $429.8K | 0.21% | −5−0.1% | Reduced |
| Kovack Advisors, Inc. | 4,088 | $431.1K | 0.02% | +1,259+44.5% | Added |
| Cary Street Partner Investment Advisory LLC | 4,099 | $432.2K | 0.12% | +79+2.0% | Added |
| Guardian Capital, LLC | 4,124 | $434.9K | 0.39% | +4,124 | New |
| Reuter James Wealth Management, LLC | 4,136 | $436.2K | 0.06% | −153−3.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,149 | $437.6K | 0.01% | +851+25.8% | Added |
| EverSource Wealth Advisors, LLC | 4,173 | $440.2K | 0.02% | +1,358+48.2% | Added |
| Old Second National Bank of Aurora | 4,196 | $442.5K | 0.09% | +25+0.6% | Added |
| Kera Capital Partners, Inc. | 4,025 | $445.4K | 0.05% | +1,689+72.3% | Added |
| Tarbox Family Office, Inc. | 4,259 | $449.2K | 0.07% | −9−0.2% | Reduced |
| WoodTrust Financial Corp | 4,321 | $456.0K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 4,330 | $456.6K | 0.07% | +4,330 | New |
| Banque Cantonale Vaudoise | 4,341 | $457.0K | 0.02% | +1,598+58.3% | Added |
| Crewe Advisors LLC | 4,350 | $458.7K | 0.04% | +28+0.6% | Added |
| Sage Mountain Advisors LLC | 4,369 | $460.8K | 0.02% | −4,465−50.5% | Reduced |
| Colonial Trust Advisors | 4,372 | $461.1K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,395 | $463.5K | 0.01% | −1,392−24.1% | Reduced |