Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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

Value heldQ4 2025: $28.6B

Institutions holding WEC and their total value by quarter
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.

Institutions holding WEC in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bank of New Hampshire	200	$21.1K	0.00%	00.0%	Unchanged
LRI Investments, LLC	199	$21.0K	0.00%	+132+197.0%	Added
MV Capital Management, Inc.	196	$20.7K	0.00%	+4+2.1%	Added
Wolff Wiese Magana LLC	193	$20.4K	0.01%	00.0%	Unchanged
Blueline Advisors LLC	188	$19.8K	0.02%	+188	New
Activest Wealth Management	185	$19.5K	0.00%	+97+110.2%	Added
Newbridge Financial Services Group, Inc.	185	$19.5K	0.00%	+2+1.1%	Added
Wealth Watch Advisors, INC	180	$19.0K	0.01%	−6−3.2%	Reduced
Hoese & Co LLP	180	$19.0K	0.01%	00.0%	Unchanged
Essential Partners LLC	176	$18.6K	0.01%	+35+24.8%	Added
SHP Wealth Management	169	$17.8K	0.00%	+169	New
Tucker Asset Management LLC	168	$17.7K	0.01%	+168	New
First Community Trust NA	166	$17.5K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	165	$17.4K	0.00%	+68+70.1%	Added
Triumph Capital Management	158	$16.7K	0.00%	+158	New
E Fund Management (Hong Kong) Co., Ltd.	151	$16.6K	0.01%	+136+906.7%	Added
Kerr Financial Planning Corp	146	$16.5K	0.02%	+1+0.7%	Added
Prosperity Bancshares Inc	155	$16.3K	0.01%	+155	New
Webster Bank, N. A.	143	$15.1K	0.00%	+143	New
Midwest Capital Advisors, LLC	136	$14.3K	0.01%	00.0%	Unchanged
Fortitude Family Office, LLC	135	$14.2K	0.00%	−1−0.7%	Reduced
Estate Planners Group, LLC	133	$14.0K	0.01%	+133	New
PFS Partners, LLC	130	$13.7K	0.01%	+1+0.8%	Added
Meeder Asset Management Inc	126	$13.3K	0.00%	−9−6.7%	Reduced
Rogco, LP	126	$13.3K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	120	$12.7K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	119	$12.6K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	116	$12.2K	0.00%	+1+0.9%	Added
Kimelman & Baird, LLC	116	$12.2K	0.00%	00.0%	Unchanged
Vision Retirement, LLC	116	$12.2K	0.00%	+116	New
Golden State Wealth Management, LLC	115	$12.1K	0.00%	+44+62.0%	Added
UMA Financial Services, Inc.	115	$12.1K	0.00%	+17+17.3%	Added
Kemnay Advisory Services Inc.	115	$12.1K	0.00%	+115	New
DHJJ Financial Advisors, Ltd.	112	$11.8K	0.00%	00.0%	Unchanged
Wiser Advisor Group LLC	111	$11.7K	0.01%	00.0%	Unchanged
Sachetta, LLC	109	$11.5K	0.01%	00.0%	Unchanged
Strategic Wealth Partners, Ltd.	109	$11.5K	0.00%	00.0%	Unchanged
Key Financial Inc	106	$11.2K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	102	$10.8K	0.00%	00.0%	Unchanged
Costello Asset Management, INC	100	$10.5K	0.00%	−55−35.5%	Reduced
HighMark Wealth Management LLC	100	$10.5K	0.00%	00.0%	Unchanged
Advocate Investing Services LLC	100	$10.5K	0.01%	+100	New
Guinness Atkinson Asset Management Inc	98	$10.4K	0.00%	+98	New
Millstone Evans Group, LLC	95	$10.0K	0.01%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	96	$10.0K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	90	$9.49K	0.00%	00.0%	Unchanged
McCarthy Grittinger Financial Group, LLC	89	$9.39K	0.00%	00.0%	Unchanged
Walleye Capital LLC	87	$9.18K	0.00%	−3,151−97.3%	Reduced
LFA - Lugano Financial Advisors SA	85	$8.96K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	84	$8.86K	0.00%	−5−5.6%	Reduced
Murphy & Mullick Capital Management Corp	82	$8.66K	0.01%	+2+2.5%	Added
Dunhill Financial, LLC	82	$8.65K	0.00%	+4+5.1%	Added
Solstein Capital, LLC	82	$8.65K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	81	$8.54K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	76	$8.02K	0.00%	−234−75.5%	Reduced
West Financial Advisors, LLC	73	$7.70K	0.00%	+73	New
Ares Financial Consulting, LLC	72	$7.59K	0.01%	+72	New
Sunrise Financial Services, LLC	72	$7.59K	0.01%	+72	New
Howard Hughes Medical Institute	70	$7.38K	0.00%	+1+1.4%	Added
CBIZ Investment Advisory Services, LLC	70	$7.38K	0.00%	+28+66.7%	Added
Osbon Capital Management LLC	70	$7.36K	0.01%	+70	New
Acumen Wealth Advisors, LLC	69	$7.28K	0.00%	+69	New
Nalls Sherbakoff Group, LLC	65	$6.81K	0.00%	+65	New
Darwin Advisors, LLC	64	$6.75K	0.00%	00.0%	Unchanged
Accent Capital Management, LLC	63	$6.64K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	63	$6.64K	0.00%	+19+43.2%	Added
Reyes Financial Architecture, Inc.	61	$6.43K	0.00%	00.0%	Unchanged
S&T Bank	61	$6.43K	0.00%	+1+1.7%	Added
1620 Investment Advisors, Inc.	59	$6.22K	0.00%	00.0%	Unchanged
Camelot Portfolios, LLC	59	$6.22K	0.00%	+59	New
Abound Wealth Management	56	$5.92K	0.00%	+2+3.7%	Added
Fairman Group, LLC	55	$5.80K	0.00%	+55	New
Cornerstone Financial Management LLC	55	$5.80K	0.01%	+55	New
TD Capital Management LLC	54	$5.74K	0.00%	+54	New
Dogwood Wealth Management LLC	51	$5.38K	0.00%	−11−17.7%	Reduced
POM Investment Strategies, LLC	51	$5.38K	0.00%	+51	New
Horizon Bancorp Inc	51	$5.00K	0.00%	−17−25.0%	Reduced
Avion Wealth	52	$5.00K	0.00%	+6+13.0%	Added
J.Safra Asset Management Corp	45	$4.75K	0.00%	00.0%	Unchanged
Wilkerson Advisory Group LLC	43	$4.54K	0.00%	+43	New
Garton & Associates Financial Advisors LLC	41	$4.34K	0.00%	+41	New
Bare Financial Services, Inc	41	$4.32K	0.00%	+32+355.6%	Added
Raffa Wealth Management, LLC	40	$4.22K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	40	$4.22K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	40	$4.17K	0.00%	−4−9.1%	Reduced
United Financial Planning Group LLC	38	$4.01K	0.00%	+38	New
IMG Wealth Management, Inc.	36	$3.80K	0.00%	−10−21.7%	Reduced
Private Wealth Management Group, LLC	34	$3.59K	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	34	$3.59K	0.00%	00.0%	Unchanged
Bravera Wealth	33	$3.48K	0.00%	+33	New
Friedenthal Financial	31	$3.27K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	31	$3.27K	0.00%	−6−16.2%	Reduced
American National Bank	30	$3.16K	0.00%	+30	New
Winthrop Capital Management, LLC	25	$3.00K	0.00%	00.0%	Unchanged
Bangor Savings Bank	28	$2.95K	0.00%	+28	New
ZRC Wealth Management, LLC	27	$2.85K	0.00%	+24+800.0%	Added
McIlrath & Eck, LLC	27	$2.85K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	26	$2.74K	0.00%	+26	New
Bay Harbor Wealth Management, LLC	26	$2.74K	0.00%	+10+62.5%	Added
Old Point Trust & Financial Services N A	25	$2.64K	0.00%	+25	New