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 |
|---|---|---|---|---|---|
| MBE Wealth Management, LLC | 2,793 | $294.6K | 0.12% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,787 | $293.9K | 0.12% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 2,776 | $292.8K | 0.05% | −104−3.6% | Reduced |
| Norris Perne & French LLP | 2,771 | $292.2K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,768 | $292.0K | 0.14% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,757 | $290.8K | 0.02% | −9−0.3% | Reduced |
| Mach-1 Financial Group, Inc. | 2,746 | $289.6K | 0.06% | +2,746 | New |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $289.5K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,736 | $288.5K | 0.02% | +739+37.0% | Added |
| Busey Wealth Management | 2,730 | $287.9K | 0.01% | +229+9.2% | Added |
| Savvy Advisors, Inc. | 2,716 | $286.4K | 0.01% | +262+10.7% | Added |
| Successful Portfolios LLC | 2,732 | $285.9K | 0.15% | −15−0.5% | Reduced |
| Independent Wealth Network Inc. | 2,697 | $284.5K | 0.09% | +130+5.1% | Added |
| Live Oak Private Wealth LLC | 2,692 | $283.9K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,691 | $283.8K | 0.02% | +61+2.3% | Added |
| Ausdal Financial Partners, Inc. | 2,683 | $283.0K | 0.01% | −64−2.3% | Reduced |
| Premier Path Wealth Partners, LLC | 2,678 | $282.4K | 0.04% | −815−23.3% | Reduced |
| New Age Alpha Advisors, LLC | 2,677 | $282.3K | 0.01% | +224+9.1% | Added |
| MQS Management LLC | 2,676 | $282.2K | 0.17% | +2,676 | New |
| Wealthcare Advisory Partners LLC | 2,667 | $281.2K | 0.01% | −323−10.8% | Reduced |
| XTX Topco Ltd | 2,660 | $280.5K | 0.01% | −6,783−71.8% | Reduced |
| Ironwood Investment Counsel, LLC | 2,654 | $279.9K | 0.04% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 2,636 | $278.0K | 0.27% | +2,636 | New |
| Bowman & Co S.C. | 2,635 | $278.0K | 0.12% | +11+0.4% | Added |
| Mather Group, LLC. | 2,635 | $277.9K | 0.00% | +178+7.2% | Added |
| Bailard, Inc. | 2,632 | $277.6K | 0.01% | −7−0.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,391 | $276.9K | 0.06% | +533+28.7% | Added |
| CFS Investment Advisory Services, LLC | 2,613 | $275.6K | 0.02% | +117+4.7% | Added |
| MTM Investment Management, LLC | 2,610 | $275.3K | 0.09% | −15−0.6% | Reduced |
| Advyzon Investment Management, LLC | 2,609 | $275.1K | 0.03% | +2,609 | New |
| Hurlow Wealth Management Group, Inc. | 2,608 | $275.0K | 0.07% | −184−6.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,605 | $274.7K | 0.03% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 2,586 | $272.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 2,580 | $272.0K | 0.18% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,566 | $270.6K | 0.04% | +100+4.1% | Added |
| Continuum Advisory, LLC | 2,559 | $269.9K | 0.03% | +31+1.2% | Added |
| Oxbow Advisors, LLC | 2,553 | $269.2K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,541 | $268.0K | 0.07% | +19+0.8% | Added |
| Keystone Financial Group | 2,525 | $266.3K | 0.02% | −643−20.3% | Reduced |
| Providence Wealth Advisors, LLC | 2,547 | $266.2K | 0.17% | +9+0.4% | Added |
| Ieq Capital, LLC | 2,512 | $264.9K | 0.00% | +232+10.2% | Added |
| JGP Wealth Management, LLC | 2,509 | $264.6K | 0.03% | −111−4.2% | Reduced |
| International Assets Investment Management, LLC | 2,506 | $264.3K | 0.02% | +2,506 | New |
| OneAscent Financial Services LLC | 2,500 | $263.6K | 0.02% | +2,500 | New |
| Titleist Asset Management, LLC | 2,497 | $263.4K | 0.02% | +5+0.2% | Added |
| Howard Capital Management Inc. | 2,490 | $262.6K | 0.00% | +432+21.0% | Added |
| Walsh & Associates, LLC | 2,484 | $262.0K | 0.26% | +2,484 | New |
| Integris Wealth Management, LLC | 2,477 | $261.2K | 0.06% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,465 | $260.0K | 0.09% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 2,465 | $259.9K | 0.05% | −17−0.7% | Reduced |
| Midwest Professional Planners, LTD. | 2,457 | $259.1K | 0.06% | 00.0% | Unchanged |
| Code Waechter LLC | 2,456 | $259.0K | 0.17% | −17−0.7% | Reduced |
| Blue Chip Partners, Inc. | 2,455 | $258.9K | 0.02% | −169−6.4% | Reduced |
| First Foundation Advisors | 2,453 | $258.7K | 0.01% | −245−9.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,449 | $258.3K | 0.02% | −223−8.3% | Reduced |
| Argent Trust Co | 2,437 | $257.0K | 0.01% | +33+1.4% | Added |
| Keystone Financial Group, Inc. | 2,414 | $254.6K | 0.13% | −137−5.4% | Reduced |
| Charles Schwab Trust Co | 2,407 | $253.8K | 0.02% | +2,407 | New |
| Dala Group, LLC | 2,398 | $252.9K | 0.22% | +2,398 | New |
| Roman Butler Fullerton & Co | 2,310 | $252.6K | 0.07% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 2,395 | $252.6K | 0.01% | +344+16.8% | Added |
| Liberty Wealth Management LLC | 2,385 | $251.5K | 0.03% | +15+0.6% | Added |
| Drive Wealth Management, LLC | 2,385 | $251.5K | 0.05% | −56−2.3% | Reduced |
| 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 |
| Trustmark National Bank Trust Department | 2,381 | $251.1K | 0.02% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $251.0K | 0.01% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,374 | $250.4K | 0.13% | +32+1.4% | Added |
| Baker Ellis Asset Management LLC | 2,372 | $250.2K | 0.03% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,370 | $249.9K | 0.06% | −19−0.8% | Reduced |
| Tower Wealth Partners, Inc. | 2,362 | $249.1K | 0.14% | +23+1.0% | Added |
| Choate Investment Advisors | 2,347 | $247.5K | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,339 | $246.7K | 0.02% | +8+0.3% | Added |
| GuidedMoney, LLC | 2,332 | $245.9K | 0.13% | +2,332 | New |
| Pure Financial Advisors, Inc. | 2,319 | $244.6K | 0.00% | +86+3.9% | Added |
| Atlantic Union Bankshares Corp | 2,318 | $244.5K | 0.00% | −40−1.7% | Reduced |
| LCNB Corp | 2,318 | $244.5K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,307 | $243.3K | 0.12% | +63+2.8% | Added |
| Asset One Wealth Management LLC | 2,214 | $243.2K | 0.03% | +2,214 | New |
| Petersen Hastings Wealth Advisors Inc. | 2,282 | $240.7K | 0.02% | +2,282 | New |
| Sound Income Strategies, LLC | 2,215 | $240.6K | 0.01% | +323+17.1% | Added |
| Isthmus Partners, LLC | 2,260 | $238.3K | 0.03% | −669−22.8% | Reduced |
| Massmutual Trust Co FSB | 2,245 | $236.8K | 0.01% | −11−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,237 | $235.9K | 0.00% | +636+39.7% | Added |
| Pinnacle Financial Partners, Inc. | 2,224 | $234.8K | 0.00% | +2,224 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 2,223 | $234.4K | 0.34% | +90+4.2% | Added |
| Tocqueville Asset Management L.P. | 2,210 | $233.1K | 0.00% | −25−1.1% | Reduced |
| Park Place Capital Corp | 2,209 | $233.0K | 0.05% | +58+2.7% | Added |
| RDA Financial Network | 2,202 | $232.3K | 0.06% | +175+8.6% | Added |
| Perkins Coie Trust Co | 2,202 | $232.2K | 0.04% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 2,200 | $232.0K | 0.13% | +2,200 | New |
| CFM Wealth Partners LLC | 2,197 | $231.7K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,194 | $231.4K | 0.02% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,187 | $230.6K | 0.05% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,179 | $229.8K | 0.03% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,177 | $229.6K | 1.46% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,175 | $229.4K | 0.08% | +2,175 | New |
| Fisher Asset Management, LLC | 2,172 | $229.1K | 0.00% | +156+7.7% | Added |
| CX Institutional | 2,168 | $229.0K | 0.01% | +367+20.4% | Added |
| Hager Investment Management Services, LLC | 2,170 | $228.8K | 0.12% | 00.0% | Unchanged |