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Livermore
ZHEN

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.

Institutional holdersQ4 2025: 1,347 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ4 2025: $28.6B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$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.

Institutions holding WEC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC913$96.0K0.01%00.0%Unchanged
First Pacific Financial902$95.1K0.01%00.0%Unchanged
SJS Investment Consulting Inc.888$93.7K0.01%+12+1.4%Added
Rosenberg Matthew Hamilton882$93.0K0.02%+630+250.0%Added
Rossby Financial, LCC873$92.1K0.03%+12+1.4%Added
Strategic Investment Solutions, Inc.868$91.5K0.02%+6+0.7%Added
Clean Yield Group867$91.4K0.03%00.0%Unchanged
Boit C F David867$90.7K0.04%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC840$88.6K0.04%00.0%Unchanged
Versant Capital Management, Inc837$88.3K0.01%+64+8.3%Added
Sentry Investment Management LLC824$87.0K0.06%00.0%Unchanged
DV Trading LLC807$85.1K0.01%+807New
Arcadia Investment Management Corp802$84.6K0.01%+2+0.3%Added
Joseph Group Capital Management800$84.4K0.02%+124+18.3%Added
Loomis Sayles & Co L P770$81.2K0.00%+112+17.0%Added
Independence Bank of Kentucky756$79.7K0.01%00.0%Unchanged
Concord Wealth Partners752$79.3K0.01%−29−3.7%Reduced
GW&K Investment Management, LLC747$79.0K0.00%+16+2.2%Added
Ancora Advisors, LLC749$79.0K0.00%+195+35.2%Added
Strengthening Families & Communities, LLC684$72.1K0.03%−15−2.1%Reduced
Lloyd Advisory Services, LLC.650$68.5K0.03%+650New
Financial Consulate, Inc644$67.9K0.01%+32+5.2%Added
Bank of Jackson Hole Trust632$66.7K0.03%00.0%Unchanged
Bayforest Capital Ltd631$66.5K0.05%+573+987.9%Added
Annis Gardner Whiting Capital Advisors, LLC625$65.9K0.01%+111+21.6%Added
Manchester Capital Management LLC621$65.5K0.01%−115−15.6%Reduced
Root Financial Partners, LLC613$64.6K0.00%−118−16.1%Reduced
Hollencrest Capital Management612$64.5K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC600$63.3K0.02%00.0%Unchanged
Flagship Wealth Advisors, LLC600$63.3K0.02%00.0%Unchanged
Anchor Investment Management, LLC587$61.9K0.01%00.0%Unchanged
Robbins Farley LLC584$61.6K0.03%−100−14.6%Reduced
St. Johns Investment Management Company, LLC580$61.2K0.03%00.0%Unchanged
GHP Investment Advisors, Inc.573$60.4K0.00%+4+0.7%Added
CNB Bank564$59.5K0.02%00.0%Unchanged
Barrett & Company, Inc.540$56.9K0.02%00.0%Unchanged
Cherry Tree Wealth Management, LLC521$54.9K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC501$52.8K0.04%−22−4.2%Reduced
Ostrum Asset Management496$52.3K0.00%−164−24.8%Reduced
Elyxium Wealth, LLC496$52.3K0.01%+496New
Clear Street Markets LLC484$51.0K0.01%−71−12.8%Reduced
MidFirst Bank482$50.8K0.00%+482New
Pinnacle Wealth Planning Services, Inc.474$50.0K0.01%+474New
Birchwood Financial Partners, Inc.465$49.1K0.05%+465New
Litman Gregory Asset Management LLC464$48.9K0.00%+464New
Asset Dedication, LLC456$48.1K0.00%−2,155−82.5%Reduced
Seneschal Advisors, LLC453$47.8K0.04%00.0%Unchanged
DV Equities, LLC452$47.7K0.01%+452New
Keating Financial Advisory Services, Inc.447$47.1K0.01%+447New
Towarzystwo Funduszy Inwestycyjnych Pzu SA440$46.4K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators438$46.2K0.02%−50−10.2%Reduced
First Horizon Corp433$45.7K0.00%−155−26.4%Reduced
Essex Investment Management Co LLC430$45.3K0.01%00.0%Unchanged
Hoey Investments, Inc423$44.6K0.01%00.0%Unchanged
Spire Wealth Management418$44.1K0.00%−5−1.2%Reduced
Strategic Wealth Advisors LLC414$43.0K0.04%+414New
Lavaca Capital LLC400$42.2K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.398$42.0K0.01%00.0%Unchanged
William B. Walkup & Associates, Inc.398$42.0K0.02%00.0%Unchanged
CVA Family Office, LLC395$41.7K0.00%−45−10.2%Reduced
Aventus Investment Advisors, Inc.380$40.1K0.03%00.0%Unchanged
Piscataqua Savings Bank378$39.9K0.03%00.0%Unchanged
Olistico Wealth, LLC372$39.2K0.02%+372New
Basecamp Wealth Advisors LLC360$38.0K0.01%+360New
Harel Insurance Investments & Financial Services Ltd.355$37.0K0.00%+20+6.0%Added
WPG Advisers, LLC348$36.7K0.03%−31−8.2%Reduced
Valued Wealth Advisors LLC343$36.2K0.02%00.0%Unchanged
Valley National Advisers Inc349$36.0K0.00%+11+3.3%Added
Elequin Capital LP339$35.8K0.00%+339New
Center for Financial Planning, Inc.333$35.1K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC332$35.0K0.03%−641−65.9%Reduced
Medallion Wealth Advisors, LLC332$35.0K0.01%00.0%Unchanged
Peoples Financial Services Corp.326$34.4K0.02%00.0%Unchanged
ORG Partners LLC325$34.3K0.01%−44−11.9%Reduced
Vermillion & White Wealth Management Group, LLC312$32.9K0.02%00.0%Unchanged
Prudent Man Investment Management, Inc.300$31.6K0.01%00.0%Unchanged
GoalVest Advisory LLC294$31.0K0.01%+104+54.7%Added
Atlantic Private Wealth, LLC291$30.7K0.02%+2+0.7%Added
Paladin Partners, LLC291$30.7K0.02%+291New
Silvant Capital Management LLC290$30.6K0.00%00.0%Unchanged
Cornerstone Planning Group LLC275$30.3K0.00%+264+2,400.0%Added
LOM Asset Management Ltd285$30.1K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC279$29.4K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC278$29.3K0.00%+200+256.4%Added
Salomon & Ludwin, LLC265$27.9K0.00%00.0%Unchanged
Princeton Global Asset Management LLC264$27.8K0.00%+1+0.4%Added
Plante Moran Financial Advisors, LLC256$27.0K0.00%−8−3.0%Reduced
Grove Bank & Trust250$26.4K0.00%00.0%Unchanged
Coastline Trust Co249$26.3K0.00%00.0%Unchanged
Torren Management, LLC242$25.6K0.01%+242New
Godfrey Financial Associates, Inc.240$25.3K0.02%+240New
Hughes Financial Services, LLC238$25.1K0.00%−4−1.7%Reduced
Truvestments Capital LLC236$24.9K0.00%00.0%Unchanged
SBI Securities Co., Ltd.232$24.5K0.00%+80+52.6%Added
Quest 10 Wealth Builders, Inc.230$24.3K0.02%+225+4,500.0%Added
Scarborough Advisors, LLC228$24.0K0.00%−2−0.9%Reduced
Boyd Watterson Asset Management LLC228$24.0K0.01%00.0%Unchanged
Gen-Wealth Partners Inc225$23.7K0.01%00.0%Unchanged
Covestor Ltd216$23.0K0.01%−80−27.0%Reduced
HHM Wealth Advisors, LLC204$21.5K0.00%00.0%Unchanged