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 |
|---|---|---|---|---|---|
| Redmond Asset Management, LLC | 4,400 | $464.0K | 0.12% | −200−4.3% | Reduced |
| Parallel Advisors, LLC | 4,434 | $467.6K | 0.01% | −305−6.4% | Reduced |
| Marshall Investment Management, LLC | 4,444 | $468.7K | 0.24% | +35+0.8% | Added |
| Oarsman Capital, Inc. | 4,451 | $469.4K | 0.06% | −356−7.4% | Reduced |
| Custom Index Systems, LLC | 4,462 | $470.6K | 0.21% | −1,276−22.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,505 | $475.1K | 0.02% | −17−0.4% | Reduced |
| Carl P. Sherr & Co., LLC | 4,293 | $475.1K | 0.21% | 00.0% | Unchanged |
| Hudock, Inc. | 4,513 | $476.0K | 0.07% | 00.0% | Unchanged |
| Monument Capital Management | 4,525 | $477.2K | 0.12% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,570 | $482.0K | 0.02% | +9+0.2% | Added |
| CIBC World Markets Inc. | 4,577 | $482.7K | 0.00% | +4,577 | New |
| Simplicity Wealth,LLC | 4,579 | $482.9K | 0.03% | −306−6.3% | Reduced |
| Haverford Trust Co | 4,594 | $484.5K | 0.00% | +17+0.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 4,596 | $484.7K | 0.01% | −366−7.4% | Reduced |
| Mission Wealth Management, LP | 4,601 | $485.2K | 0.01% | +393+9.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,622 | $487.4K | 0.01% | +478+11.5% | Added |
| Skba Capital Management LLC | 4,665 | $492.0K | 0.07% | −15−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 4,680 | $493.6K | 0.01% | +69+1.5% | Added |
| Change Path, LLC | 4,689 | $494.5K | 0.01% | −756−13.9% | Reduced |
| Brown Miller Wealth Management, LLC | 4,690 | $494.6K | 0.14% | −263−5.3% | Reduced |
| PAX Financial Group, LLC | 4,692 | $494.9K | 0.09% | −1,458−23.7% | Reduced |
| Smith, Moore & Co. | 4,703 | $496.0K | 0.04% | −27−0.6% | Reduced |
| West Paces Advisors Inc. | 4,715 | $497.3K | 0.10% | +553+13.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 4,767 | $502.7K | 0.04% | +787+19.8% | Added |
| Spectrum Investment Advisors, Inc. | 4,810 | $507.3K | 0.25% | +4,810 | New |
| Mill Capital Management, LLC | 4,824 | $508.7K | 0.04% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 4,846 | $511.1K | 0.59% | +4,846 | New |
| Alpha Cubed Investments, LLC | 4,860 | $512.5K | 0.02% | +41+0.9% | Added |
| Financial Advisory Partners, LLC | 4,861 | $512.6K | 0.14% | +119+2.5% | Added |
| Segment Wealth Management, LLC | 4,871 | $513.7K | 0.03% | +111+2.3% | Added |
| MGB Wealth Management, LLC | 4,872 | $513.8K | 0.15% | −558−10.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 4,893 | $516.0K | 0.06% | −140−2.8% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $516.8K | 0.37% | 00.0% | Unchanged |
| TCW Group Inc | 4,940 | $521.0K | 0.00% | +4,940 | New |
| Ambassador Advisors, LLC | 4,965 | $523.6K | 0.08% | +18+0.4% | Added |
| Financial Advisors Network, Inc. | 4,997 | $527.0K | 0.07% | +127+2.6% | Added |
| Csenge Advisory Group | 4,998 | $527.0K | 0.02% | −1,644−24.8% | Reduced |
| Heartland Bank & Trust Co | 5,039 | $531.4K | 0.22% | −74−1.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,060 | $533.6K | 0.03% | −172−3.3% | Reduced |
| Ransom Advisory, Ltd | 5,105 | $538.4K | 0.21% | +55+1.1% | Added |
| LMR Partners LLP | 5,118 | $539.7K | 0.01% | −8,358−62.0% | Reduced |
| TSFG, LLC | 5,132 | $541.0K | 0.08% | +34+0.7% | Added |
| Loudon Investment Management, LLC | 5,180 | $546.3K | 0.29% | −300−5.5% | Reduced |
| Advisors Capital Management, LLC | 5,185 | $546.9K | 0.01% | +136+2.7% | Added |
| Tema ETFs LLC | 5,201 | $548.5K | 0.04% | −12−0.2% | Reduced |
| Sym Financial Corp | 5,225 | $551.0K | 0.06% | −156−2.9% | Reduced |
| Centennial Wealth Advisory LLC | 5,226 | $551.3K | 0.15% | +149+2.9% | Added |
| Gradient Investments LLC | 5,233 | $551.9K | 0.01% | −1,010−16.2% | Reduced |
| Aviva PLC | 5,246 | $553.2K | 0.00% | −292−5.3% | Reduced |
| Dougherty & Associates, LLC | 5,252 | $553.9K | 0.50% | +5,252 | New |
| Wexford Capital LP | 5,315 | $560.5K | 0.14% | +5,315 | New |
| MPS Loria Financial Planners, LLC | 5,326 | $561.7K | 0.14% | −291−5.2% | Reduced |
| Diversify Advisory Services, LLC | 5,176 | $562.1K | 0.02% | −1,790−25.7% | Reduced |
| Blueshift Asset Management, LLC | 5,330 | $562.1K | 0.16% | +3,173+147.1% | Added |
| Dynamic Technology Lab Private Ltd | 5,334 | $563.0K | 0.13% | +5,334 | New |
| Kingdom Financial Group LLC. | 5,341 | $563.2K | 0.17% | +5,341 | New |
| Thrive Wealth Management, LLC | 5,348 | $564.0K | 0.08% | +76+1.4% | Added |
| Hutner Capital Management Inc | 5,356 | $564.8K | 0.24% | −71−1.3% | Reduced |
| Paragon Private Wealth Management, LLC | 5,364 | $565.7K | 0.17% | −52−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 5,366 | $566.0K | 0.01% | −261−4.6% | Reduced |
| Aquatic Capital Management LLC | 5,369 | $566.2K | 0.02% | +5,369 | New |
| Paradigm Financial Partners, LLC | 5,379 | $567.3K | 0.06% | −291−5.1% | Reduced |
| ProVise Management Group, LLC | 5,401 | $569.6K | 0.04% | +273+5.3% | Added |
| Eastern Bank | 5,404 | $569.9K | 0.01% | −1,360−20.1% | Reduced |
| Resources Management Corp | 5,409 | $570.0K | 0.07% | 00.0% | Unchanged |
| R Squared Ltd | 5,426 | $572.2K | 0.27% | +5,426 | New |
| Coldstream Capital Management Inc | 5,495 | $579.5K | 0.01% | −159−2.8% | Reduced |
| Moors & Cabot, Inc. | 5,542 | $584.4K | 0.03% | +31+0.6% | Added |
| VeraBank, N.A. | 5,556 | $585.9K | 0.11% | −665−10.7% | Reduced |
| Danske Bank A/S | 5,559 | $586.3K | 0.00% | +300+5.7% | Added |
| Tower Research Capital LLC (TRC) | 5,571 | $587.5K | 0.01% | −2,029−26.7% | Reduced |
| City State Bank | 5,592 | $589.7K | 0.16% | +77+1.4% | Added |
| CWS Financial Advisors, LLC | 5,651 | $595.9K | 0.16% | +1,456+34.7% | Added |
| Daymark Wealth Partners, LLC | 5,664 | $597.4K | 0.02% | −120−2.1% | Reduced |
| Central Trust Co | 5,675 | $598.5K | 0.01% | +11+0.2% | Added |
| Skopos Labs, Inc. | 5,717 | $604.4K | 0.03% | +2,064+56.5% | Added |
| Kesler, Norman & Wride, LLC | 5,749 | $606.3K | 0.10% | −1,172−16.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,760 | $607.5K | 0.01% | −115−2.0% | Reduced |
| Illinois Municipal Retirement Fund | 5,805 | $612.2K | 0.01% | −197−3.3% | Reduced |
| Sagespring Wealth Partners, LLC | 5,805 | $612.2K | 0.01% | −115−1.9% | Reduced |
| TBH Global Asset Management, LLC | 5,821 | $613.9K | 0.11% | −94−1.6% | Reduced |
| Private Trust Co NA | 5,836 | $615.5K | 0.05% | −55−0.9% | Reduced |
| Blossom Wealth Management | 5,839 | $615.8K | 1.02% | −600−9.3% | Reduced |
| Stephens Inc | 5,854 | $617.3K | 0.01% | +752+14.7% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 5,884 | $620.5K | 0.02% | +5,884 | New |
| Verdence Capital Advisors LLC | 5,886 | $620.7K | 0.04% | +56+1.0% | Added |
| Evolve Private Wealth, LLC | 5,913 | $623.6K | 0.04% | +5,913 | New |
| Ballentine Partners, LLC | 5,933 | $625.7K | 0.01% | +10.0% | Added |
| Focus Financial Network, Inc. | 5,965 | $629.0K | 0.02% | +51+0.9% | Added |
| Signaturefd, LLC | 5,973 | $629.9K | 0.01% | −122−2.0% | Reduced |
| Elevated Capital Advisors, LLC | 6,002 | $633.0K | 0.15% | +186+3.2% | Added |
| Dakota Wealth Management | 6,040 | $637.0K | 0.01% | +471+8.5% | Added |
| Adviser Investments LLC | 6,063 | $639.5K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,082 | $641.4K | 0.04% | +1,360+28.8% | Added |
| Diversified Trust Co | 6,154 | $649.0K | 0.01% | +411+7.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,226 | $656.6K | 0.18% | +103+1.7% | Added |
| Advisors Management Group Inc | 6,250 | $659.0K | 0.12% | +1,722+38.0% | Added |
| Rehmann Capital Advisory Group | 6,268 | $662.4K | 0.03% | −637−9.2% | Reduced |
| Bridges Investment Management Inc | 6,337 | $668.3K | 0.01% | −28−0.4% | Reduced |
| North Star Asset Management Inc | 6,349 | $669.6K | 0.03% | −33−0.5% | Reduced |