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 |
|---|---|---|---|---|---|
| Old North State Wealth Management, LLC | 2,163 | $228.5K | 0.11% | −405−15.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,165 | $228.3K | 0.03% | −2,705−55.5% | Reduced |
| Howe & Rusling Inc | 2,161 | $227.9K | 0.02% | −10.0% | Reduced |
| Marble Wealth, LLC | 2,160 | $227.8K | 0.03% | +2,160 | New |
| Liberty Capital Management, Inc. | 2,149 | $226.6K | 0.04% | −500−18.9% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,141 | $225.8K | 0.19% | −10−0.5% | Reduced |
| VisionPoint Advisory Group, LLC | 2,128 | $224.4K | 0.04% | −370−14.8% | Reduced |
| AMG National Trust Bank | 2,125 | $224.1K | 0.01% | +6+0.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,120 | $223.6K | 0.16% | +39+1.9% | Added |
| Aster Capital Management (DIFC) Ltd | 2,112 | $222.7K | 0.10% | −912−30.2% | Reduced |
| Connecticut Wealth Management, LLC | 2,107 | $222.2K | 0.01% | +15+0.7% | Added |
| Essex Savings Bank | 2,092 | $220.6K | 0.05% | −160−7.1% | Reduced |
| Greenwich Wealth Management LLC | 2,090 | $220.0K | 0.01% | +2,090 | New |
| U.S. Capital Wealth Advisors, LLC | 2,081 | $219.5K | 0.01% | +2,081 | New |
| Empower Advisory Group, LLC | 2,079 | $219.3K | 0.00% | +2,079 | New |
| Neville Rodie & Shaw Inc | 2,078 | $219.0K | 0.02% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,075 | $218.8K | 0.02% | +120+6.1% | Added |
| Boston Private Wealth LLC | 2,073 | $218.6K | 0.01% | −78−3.6% | Reduced |
| Equitable Trust Co | 2,061 | $217.4K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,058 | $217.0K | 0.00% | −134−6.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,052 | $216.4K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,050 | $216.2K | 0.01% | −124−5.7% | Reduced |
| Capital Investment Advisors, LLC | 2,046 | $215.8K | 0.00% | +125+6.5% | Added |
| Plotkin Financial Advisors, LLC | 2,042 | $215.3K | 0.11% | 00.0% | Unchanged |
| KilterHowling LLC | 2,037 | $214.8K | 0.11% | +19+0.9% | Added |
| Inscription Capital, LLC | 2,036 | $214.7K | 0.02% | +91+4.7% | Added |
| COFG Advisors, LLC | 2,026 | $213.7K | 0.05% | +2,026 | New |
| High Falls Advisors, Inc | 2,022 | $213.3K | 0.04% | +11+0.5% | Added |
| Concorde Asset Management, LLC | 2,021 | $213.1K | 0.09% | +2,021 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,016 | $212.6K | 0.05% | −3,273−61.9% | Reduced |
| Valeo Financial Advisors, LLC | 2,015 | $212.5K | 0.00% | +2,015 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $211.0K | 0.06% | −300−13.0% | Reduced |
| Tompkins Financial Corp | 2,000 | $210.9K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,997 | $210.6K | 0.02% | −1,634−45.0% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $210.2K | 0.06% | 00.0% | Unchanged |
| Plancorp, LLC | 1,975 | $208.3K | 0.01% | −2,188−52.6% | Reduced |
| Everpar Advisors LLC | 1,967 | $207.4K | 0.08% | −63−3.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,965 | $207.3K | 0.01% | −9−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,964 | $207.0K | 0.04% | +96+5.1% | Added |
| OneAscent Investment Solutions LLC | 1,954 | $206.1K | 0.22% | +1,954 | New |
| Edgemoor Investment Advisors, Inc. | 1,952 | $205.9K | 0.02% | 00.0% | Unchanged |
| Frec Markets, Inc. | 1,948 | $205.4K | 0.06% | +1,948 | New |
| Optas, LLC | 1,944 | $205.0K | 0.03% | +1,944 | New |
| Crestwood Advisors Group LLC | 1,942 | $204.8K | 0.00% | +1,942 | New |
| Addison Advisors LLC | 1,941 | $204.7K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,936 | $204.2K | 0.04% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 1,929 | $203.5K | 0.14% | +250+14.9% | Added |
| Advisor OS, LLC | 1,927 | $203.2K | 0.02% | −1,346−41.1% | Reduced |
| OMC Financial Services LTD | 1,922 | $202.7K | 0.08% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,914 | $201.9K | 0.01% | +1,914 | New |
| Pacific Capital Wealth Advisors, Inc | 1,905 | $200.9K | 0.03% | −35−1.8% | Reduced |
| Boston Research & Management Inc | 1,902 | $200.6K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,873 | $197.5K | 0.00% | +79+4.4% | Added |
| Cape Investment Advisory, Inc. | 1,873 | $197.5K | 0.06% | +173+10.2% | Added |
| Hills Bank & Trust Co | 1,873 | $197.5K | 0.01% | +702+59.9% | Added |
| Crews Bank & Trust | 1,814 | $191.3K | 0.03% | −1,256−40.9% | Reduced |
| Flagship Harbor Advisors, LLC | 1,807 | $190.6K | 0.01% | −296−14.1% | Reduced |
| Volterra Technologies LP | 1,805 | $190.4K | 0.19% | +1,194+195.4% | Added |
| Monetary Management Group Inc | 1,750 | $184.6K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,726 | $182.0K | 0.11% | −47−2.7% | Reduced |
| Larson Financial Group LLC | 1,694 | $178.6K | 0.01% | −140−7.6% | Reduced |
| Havemeyer Place LP | 1,628 | $171.7K | 0.03% | +1,628 | New |
| Operose Advisors LLC | 1,580 | $166.6K | 0.04% | −33−2.0% | Reduced |
| Virtus Investment Advisers, Inc. | 1,550 | $163.5K | 0.04% | −22−1.4% | Reduced |
| Trust Co of Vermont | 1,480 | $156.1K | 0.01% | +292+24.6% | Added |
| Meramec Financial Planners, LLC | 1,383 | $154.1K | 0.06% | +1,383 | New |
| ORG Wealth Partners, LLC | 1,432 | $151.0K | 0.04% | +1,432 | New |
| Measured Wealth Private Client Group, LLC | 1,412 | $148.9K | 0.04% | 00.0% | Unchanged |
| Align Financial, LLC | 148,171 | $148.2K | 0.09% | +148,171 | New |
| Quent Capital, LLC | 1,401 | $147.8K | 0.01% | −140−9.1% | Reduced |
| Sunbelt Securities, Inc. | 1,389 | $146.4K | 0.01% | +9+0.7% | Added |
| Trust Co | 1,368 | $144.3K | 0.01% | +600+78.1% | Added |
| Whittier Trust Co | 1,332 | $141.1K | 0.00% | +973+271.0% | Added |
| Financial Perspectives, Inc | 1,338 | $141.1K | 0.04% | 00.0% | Unchanged |
| NBT Bank N A | 525 | $139.6K | 0.01% | −10−1.9% | Reduced |
| Optiver Holding B.V. | 1,288 | $135.8K | 0.00% | +1,288 | New |
| JNBA Financial Advisors | 1,248 | $131.6K | 0.01% | −65−5.0% | Reduced |
| Financial Network Wealth Advisors LLC | 1,228 | $129.5K | 0.13% | −41−3.2% | Reduced |
| Centaurus Financial, Inc. | 1,210 | $128.0K | 0.01% | −1,808−59.9% | Reduced |
| CoreCap Advisors, LLC | 1,204 | $127.0K | 0.00% | −14−1.1% | Reduced |
| Creative Financial Designs Inc | 1,202 | $126.8K | 0.01% | +55+4.8% | Added |
| Evermay Wealth Management LLC | 1,128 | $119.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,110 | $117.1K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,059 | $114.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,067 | $112.6K | 0.01% | +53+5.2% | Added |
| Intelligent Financial Strategies | 1,059 | $111.6K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 1,054 | $111.2K | 0.01% | −4−0.4% | Reduced |
| Guinness Asset Management LTD | 1,032 | $109.1K | 0.00% | +328+46.6% | Added |
| Avanza Fonder AB | 1,031 | $108.7K | 0.00% | +1,031 | New |
| TD Waterhouse Canada Inc. | 1,023 | $107.9K | 0.00% | −121−10.6% | Reduced |
| TCTC Holdings, LLC | 1,018 | $107.4K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,002 | $105.7K | 0.06% | +1,002 | New |
| Daytona Street Capital LLC | 1,000 | $105.5K | 0.09% | +1,000 | New |
| Avalon Trust Co | 991 | $104.5K | 0.01% | −8−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 982 | $103.6K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 976 | $102.9K | 0.02% | −1−0.1% | Reduced |
| Oakworth Capital, Inc. | 951 | $100.3K | 0.01% | +142+17.6% | Added |
| Fideuram Asset Management (Ireland) dac | 979 | $100.3K | 0.01% | +979 | New |
| Cromwell Holdings LLC | 946 | $99.8K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 914 | $96.4K | 0.06% | +54+6.3% | Added |