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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 6,352 | $669.9K | 0.02% | +44+0.7% | Added |
| Umb Bank N A | 6,390 | $673.9K | 0.01% | +2,741+75.1% | Added |
| HBK Sorce Advisory LLC | 6,057 | $674.9K | 0.02% | +500+9.0% | Added |
| Syon Capital LLC | 6,405 | $675.5K | 0.03% | +1,344+26.6% | Added |
| Ti-Trust, Inc | 6,430 | $678.1K | 0.42% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,504 | $685.9K | 0.07% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 6,644 | $700.7K | 0.01% | +61+0.9% | Added |
| Tyche Wealth Partners LLC | 6,654 | $701.8K | 0.11% | +4,872+273.4% | Added |
| Legacy Wealth Managment, LLC | 6,693 | $705.8K | 0.34% | +6,631+10,695.2% | Added |
| Hartford Funds Management Co LLC | 6,723 | $709.2K | 0.06% | +2,142+46.8% | Added |
| Stonebridge Capital Advisors LLC | 6,808 | $718.0K | 0.05% | +96+1.4% | Added |
| SRS Capital Advisors, Inc. | 6,865 | $724.0K | 0.02% | −1,052−13.3% | Reduced |
| Harbour Investment Management LLC | 6,930 | $730.8K | 0.39% | −2,920−29.6% | Reduced |
| Altshuler Shaham Ltd | 6,993 | $737.5K | 0.01% | +545+8.5% | Added |
| Stephenson National Bank & Trust | 7,023 | $740.6K | 0.21% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,045 | $743.0K | 0.04% | +434+6.6% | Added |
| Integrated Advisors Network LLC | 7,165 | $755.6K | 0.03% | +135+1.9% | Added |
| EP Wealth Advisors, LLC | 7,165 | $755.6K | 0.00% | +7,165 | New |
| Bradley Foster & Sargent Inc | 7,235 | $763.0K | 0.01% | +845+13.2% | Added |
| North Star Investment Management Corp. | 7,289 | $768.7K | 0.05% | +29+0.4% | Added |
| Investment House LLC | 7,300 | $769.9K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 7,352 | $775.3K | 0.01% | +272+3.8% | Added |
| Waterway Wealth Management, LLC | 7,375 | $777.8K | 0.18% | +7,375 | New |
| Raleigh Capital Management Inc. | 7,391 | $779.5K | 0.28% | +308+4.3% | Added |
| Canada Post Corp Registered Pension Plan | 7,452 | $785.9K | 0.03% | +1,710+29.8% | Added |
| Toroso Investments, LLC | 7,454 | $786.1K | 0.00% | +3,749+101.2% | Added |
| Chicago Trust Co NA | 7,503 | $791.3K | 0.12% | −115−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 7,520 | $793.0K | 0.00% | −102−1.3% | Reduced |
| Venturi Wealth Management, LLC | 7,549 | $796.1K | 0.04% | −97−1.3% | Reduced |
| Romano Brothers and Company | 7,549 | $796.1K | 0.09% | −657−8.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,554 | $796.6K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 7,584 | $800.0K | 0.35% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,616 | $803.2K | 0.02% | +73+1.0% | Added |
| Turning Point Benefit Group, Inc. | 7,646 | $806.3K | 0.42% | +916+13.6% | Added |
| First United Bank Trust | 7,705 | $812.6K | 0.26% | +1,210+18.6% | Added |
| DF Dent & Co Inc | 7,732 | $815.4K | 0.01% | +751+10.8% | Added |
| Triangle Securities Wealth Management | 7,735 | $815.7K | 0.17% | −46−0.6% | Reduced |
| Winch Advisory Services, LLC | 7,746 | $816.9K | 0.18% | +61+0.8% | Added |
| Midwest Trust Co | 7,773 | $819.7K | 0.01% | +808+11.6% | Added |
| Revisor Wealth Management LLC | 7,672 | $824.1K | 0.22% | +3,614+89.1% | Added |
| Resources Investment Advisors, LLC. | 7,817 | $824.4K | 0.01% | +32+0.4% | Added |
| Wesbanco Bank Inc | 7,848 | $827.7K | 0.02% | −1,157−12.8% | Reduced |
| Atomi Financial Group, Inc. | 7,888 | $831.8K | 0.02% | +2,091+36.1% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $837.5K | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 7,970 | $840.5K | 0.02% | −809−9.2% | Reduced |
| Sierra Summit Advisors LLC | 7,975 | $841.0K | 0.13% | +183+2.3% | Added |
| Susquehanna Fundamental Investments, LLC | 7,987 | $842.3K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 8,008 | $844.5K | 0.06% | +120+1.5% | Added |
| Modern Wealth Management, LLC | 8,040 | $847.8K | 0.02% | +693+9.4% | Added |
| FineMark National Bank & Trust | 8,048 | $848.7K | 0.03% | −2,019−20.1% | Reduced |
| Laird Norton Trust Company, LLC | 8,050 | $849.0K | 0.02% | +8,050 | New |
| Burling Wealth Partners, LLC | 8,062 | $850.2K | 0.13% | −926−10.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,179 | $862.6K | 0.04% | +11+0.1% | Added |
| PFG Investments, LLC | 8,190 | $863.7K | 0.04% | +25+0.3% | Added |
| Searle & Co. | 8,200 | $864.8K | 0.22% | 00.0% | Unchanged |
| Westpac Banking Corp | 8,202 | $865.0K | 0.05% | −318−3.7% | Reduced |
| Exchange Traded Concepts, LLC | 8,229 | $867.8K | 0.01% | −312−3.7% | Reduced |
| Intrua Financial, LLC | 8,285 | $873.7K | 0.10% | +326+4.1% | Added |
| Commerzbank Aktiengesellschaft | 8,311 | $876.0K | 0.02% | +5,582+204.5% | Added |
| Snowden Capital Advisors LLC | 8,354 | $881.1K | 0.02% | +379+4.8% | Added |
| Private Harbour Investment Management & Counsel, LLC | 8,390 | $884.8K | 0.93% | −7−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,405 | $886.4K | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,414 | $887.3K | 0.04% | −581−6.5% | Reduced |
| IHT Wealth Management, LLC | 8,389 | $888.1K | 0.02% | −2,928−25.9% | Reduced |
| Equitable Holdings, Inc. | 8,518 | $898.3K | 0.01% | −88−1.0% | Reduced |
| Simplex Trading, LLC | 8,535 | $900.1K | 0.03% | −8,878−51.0% | Reduced |
| Vantage Financial Partners, LLC | 8,538 | $900.4K | 0.18% | +48+0.6% | Added |
| MAI Capital Management | 8,548 | $901.5K | 0.01% | +1,629+23.5% | Added |
| Callan Family Office, LLC | 8,590 | $905.9K | 0.02% | +1,892+28.2% | Added |
| Clearstead Advisors, LLC | 8,620 | $909.1K | 0.01% | +2,217+34.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,659 | $913.2K | 0.11% | +506+6.2% | Added |
| Chelsea Counsel Co | 8,672 | $914.5K | 0.39% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 8,748 | $922.6K | 0.15% | −1,000−10.3% | Reduced |
| MUFG Securities Americas Inc. | 8,764 | $924.3K | 0.06% | +84+1.0% | Added |
| Voya Financial Advisors, Inc. | 8,794 | $929.7K | 0.09% | −41−0.5% | Reduced |
| Securian Asset Management, Inc | 8,823 | $930.5K | 0.04% | −6,698−43.2% | Reduced |
| Heck Capital Advisors, LLC | 8,896 | $938.1K | 0.07% | +8,896 | New |
| Buckley Wealth Management, LLC | 8,901 | $938.7K | 0.25% | +2,287+34.6% | Added |
| CAPROCK Group, Inc. | 8,908 | $939.5K | 0.02% | +2,341+35.6% | Added |
| Plus Group Wealth Advisors LLC | 8,942 | $943.0K | 1.05% | +8,942 | New |
| Panagora Asset Management Inc | 9,014 | $950.6K | 0.00% | −49,200−84.5% | Reduced |
| Charter Capital Management, LLC | 9,043 | $953.7K | 0.49% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 9,103 | $960.0K | 0.01% | −76−0.8% | Reduced |
| Hendershot Investments Inc. | 9,218 | $972.1K | 0.12% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,246 | $975.1K | 0.01% | +561+6.5% | Added |
| BKD Wealth Advisors, LLC | 9,465 | $998.1K | 0.02% | +615+6.9% | Added |
| Meeder Advisory Services, Inc. | 9,486 | $1.00M | 0.04% | +500+5.6% | Added |
| Boothbay Fund Management, LLC | 9,506 | $1.00M | 0.03% | +9,506 | New |
| Bank & Trust Co | 9,516 | $1.00M | 0.71% | +284+3.1% | Added |
| Birch Financial Group, LLC | 9,539 | $1.01M | 0.57% | +73+0.8% | Added |
| American State Bank (Iowa) | 9,584 | $1.01M | 0.49% | 00.0% | Unchanged |
| Weiss Asset Management LP | 9,596 | $1.01M | 0.01% | −142,615−93.7% | Reduced |
| Trueblood Wealth Management, LLC | 9,625 | $1.02M | 0.40% | −1,133−10.5% | Reduced |
| Wealth Architects, LLC | 9,701 | $1.02M | 0.09% | +14+0.1% | Added |
| Blackhawk Capital Partners LLC. | 9,730 | $1.03M | 0.39% | −965−9.0% | Reduced |
| Norden Group LLC | 9,742 | $1.03M | 0.10% | +30+0.3% | Added |
| OV Management LLC | 9,742 | $1.03M | 0.89% | 00.0% | Unchanged |
| Pollock Investment Advisors, LLC | 9,799 | $1.03M | 0.76% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 9,865 | $1.04M | 0.06% | −386−3.8% | Reduced |
| Portside Wealth Group, LLC | 9,873 | $1.04M | 0.14% | −1,481−13.0% | Reduced |