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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 38,873 | $4.10M | 0.05% | −1,603−4.0% | Reduced |
| Kestra Advisory Services, LLC | 38,687 | $4.08M | 0.02% | +2,530+7.0% | Added |
| Swiss Life Asset Management Ltd | 38,633 | $4.07M | 0.02% | +200+0.5% | Added |
| N.E.W. Advisory Services LLC | 38,346 | $4.04M | 0.30% | +3,813+11.0% | Added |
| JustInvest LLC | 38,151 | $4.02M | 0.04% | −3,749−8.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.37% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 37,239 | $3.93M | 0.05% | +500+1.4% | Added |
| Belpointe Asset Management LLC | 37,014 | $3.90M | 0.14% | +3,672+11.0% | Added |
| Somerset Trust Co | 36,699 | $3.87M | 1.18% | +592+1.6% | Added |
| Resolution Capital Ltd | 36,636 | $3.86M | 0.09% | −35,626−49.3% | Reduced |
| Kestra Private Wealth Services, LLC | 36,084 | $3.81M | 0.05% | +717+2.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,974 | $3.79M | 0.07% | +1,097+3.1% | Added |
| Pacer Advisors, Inc. | 35,938 | $3.79M | 0.01% | +8,806+32.5% | Added |
| Verition Fund Management LLC | 35,838 | $3.78M | 0.02% | −235,562−86.8% | Reduced |
| Rafferty Asset Management, LLC | 35,822 | $3.78M | 0.01% | +1,941+5.7% | Added |
| Castellan Group, LLC | 35,149 | $3.71M | 0.47% | +1,593+4.7% | Added |
| Rockefeller Capital Management L.P. | 35,123 | $3.70M | 0.01% | −421−1.2% | Reduced |
| Cushing Asset Management, LP | 35,000 | $3.69M | 0.21% | +9,000+34.6% | Added |
| Captrust Financial Advisors | 34,923 | $3.68M | 0.01% | +1,510+4.5% | Added |
| Mutual of America Capital Management LLC | 34,922 | $3.68M | 0.04% | +40+0.1% | Added |
| First American Bank | 34,770 | $3.67M | 0.22% | +201+0.6% | Added |
| KBC Group NV | 34,719 | $3.66M | 0.01% | +1,736+5.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,107 | $3.60M | 0.12% | −298−0.9% | Reduced |
| Metis Global Partners, LLC | 33,861 | $3.57M | 0.08% | +315+0.9% | Added |
| Concurrent Investment Advisors, LLC | 33,646 | $3.55M | 0.04% | +4,689+16.2% | Added |
| UniSuper Management Pty Ltd | 33,475 | $3.53M | 0.02% | −505−1.5% | Reduced |
| NBC Securities, Inc. | 32,386 | $3.42M | 0.26% | +31,756+5,040.6% | Added |
| State of Alaska, Department of Revenue | 32,195 | $3.40M | 0.04% | −2,250−6.5% | Reduced |
| Johnson Financial Group, Inc. | 31,778 | $3.35M | 0.13% | −16,393−34.0% | Reduced |
| Principal Securities, Inc. | 31,630 | $3.34M | 0.05% | +2,699+9.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 31,603 | $3.33M | 0.03% | −5,017−13.7% | Reduced |
| TD Private Client Wealth LLC | 31,136 | $3.28M | 0.07% | −4,652−13.0% | Reduced |
| Cincinnati Casualty Co | 31,000 | $3.27M | 1.66% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 30,941 | $3.26M | 0.14% | −90−0.3% | Reduced |
| Journey Advisory Group, LLC | 30,784 | $3.25M | 0.27% | −1,476−4.6% | Reduced |
| Pathstone Holdings, LLC | 30,597 | $3.23M | 0.01% | −1,770−5.5% | Reduced |
| Edgestream Partners, L.P. | 30,286 | $3.19M | 0.09% | −5,747−15.9% | Reduced |
| Zions Bancorporation, National Association | 30,250 | $3.19M | 0.15% | +38+0.1% | Added |
| Premier Fund Managers Ltd | 30,000 | $3.18M | 0.18% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29,518 | $3.11M | 0.09% | 00.0% | Unchanged |
| Global Trust Wealth Management LLC | 29,428 | $3.10M | 2.30% | +29,428 | New |
| Public Employees Retirement Association of Colorado | 29,337 | $3.09M | 0.01% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 29,060 | $3.06M | 0.14% | +4,895+20.3% | Added |
| Global Retirement Partners, LLC | 28,968 | $3.05M | 0.05% | +5,260+22.2% | Added |
| Wedbush Securities Inc | 28,783 | $3.04M | 0.09% | +5,765+25.0% | Added |
| Ascent Group, LLC | 28,773 | $3.03M | 0.10% | −759−2.6% | Reduced |
| Pensionmark Financial Group, LLC | 28,541 | $3.01M | 0.05% | +3,710+14.9% | Added |
| Level Four Advisory Services, LLC | 28,506 | $3.01M | 0.10% | +1,565+5.8% | Added |
| Prosperity Consulting Group, LLC | 28,146 | $2.97M | 0.13% | −102−0.4% | Reduced |
| Private Advisor Group, LLC | 28,056 | $2.96M | 0.01% | +508+1.8% | Added |
| Quantbot Technologies LP | 28,027 | $2.96M | 0.10% | +28,027 | New |
| Susquehanna Portfolio Strategies, LLC | 27,952 | $2.95M | 0.05% | −203,285−87.9% | Reduced |
| apricus wealth, LLC | 27,740 | $2.93M | 1.49% | +1,020+3.8% | Added |
| CWM, LLC | 27,452 | $2.90M | 0.01% | −358−1.3% | Reduced |
| Associated Banc-Corp | 27,381 | $2.89M | 0.07% | −11,947−30.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 26,751 | $2.82M | 1.17% | −32−0.1% | Reduced |
| Nomura Holdings Inc | 26,705 | $2.82M | 0.01% | −32,912−55.2% | Reduced |
| Vident Advisory, LLC | 26,443 | $2.79M | 0.03% | +749+2.9% | Added |
| Lantz Financial LLC | 26,322 | $2.78M | 0.59% | −1,061−3.9% | Reduced |
| D.A. Davidson & Co. | 26,318 | $2.78M | 0.02% | +3,257+14.1% | Added |
| Jefferies Financial Group Inc. | 26,279 | $2.77M | 0.02% | +12,589+92.0% | Added |
| Polymer Capital Management (US) LLC | 25,998 | $2.74M | 0.35% | +25,998 | New |
| Brown Advisory Inc | 25,775 | $2.72M | 0.00% | +407+1.6% | Added |
| Jones Financial Companies LLLP | 25,669 | $2.71M | 0.00% | +2,418+10.4% | Added |
| Brevan Howard Capital Management LP | 25,655 | $2.71M | 0.05% | +22,545+724.9% | Added |
| Walleye Trading LLC | 25,645 | $2.70M | 0.04% | +18,220+245.4% | Added |
| Savant Capital, LLC | 25,601 | $2.70M | 0.02% | +2,307+9.9% | Added |
| Shakespeare Wealth Management, Inc. | 25,599 | $2.70M | 0.60% | −80.0% | Reduced |
| Marietta Investment Partners LLC | 25,523 | $2.69M | 0.53% | −4,550−15.1% | Reduced |
| Diversified Management Inc | 25,492 | $2.69M | 0.63% | +25,492 | New |
| Beacon Pointe Advisors, LLC | 25,277 | $2.67M | 0.02% | +8,422+50.0% | Added |
| Mizuho Securities USA LLC | 23,686 | $2.65M | 0.04% | +243+1.0% | Added |
| Independent Advisor Alliance | 25,074 | $2.64M | 0.06% | −48−0.2% | Reduced |
| Empowered Funds, LLC | 25,007 | $2.64M | 0.04% | +1,378+5.8% | Added |
| Rothschild Investment LLC | 24,666 | $2.60M | 0.14% | −1,544−5.9% | Reduced |
| Allstate Corp | 24,477 | $2.58M | 0.04% | +12,728+108.3% | Added |
| Alliance Wealth Advisors, LLC | 24,413 | $2.57M | 0.56% | −12,422−33.7% | Reduced |
| Bokf, NA | 24,180 | $2.55M | 0.04% | −2,084−7.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 23,920 | $2.52M | 0.19% | −44−0.2% | Reduced |
| Entropy Technologies, LP | 23,697 | $2.50M | 0.14% | +18,058+320.2% | Added |
| Delta Global Management LP | 23,685 | $2.50M | 0.18% | +23,685 | New |
| Pinebridge Investments LLC | 23,516 | $2.48M | 0.02% | +23,516 | New |
| Keybank National Association | 23,355 | $2.46M | 0.01% | +3,729+19.0% | Added |
| Broadwater Capital Management LLC | 23,200 | $2.45M | 1.83% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,130 | $2.44M | 0.00% | +18,227+371.8% | Added |
| RFG Advisory, LLC | 23,096 | $2.44M | 0.05% | −260−1.1% | Reduced |
| Kieckhefer Group LLC | 22,807 | $2.41M | 1.14% | −1,193−5.0% | Reduced |
| Group One Trading, L.P. | 22,636 | $2.39M | 0.07% | +13,481+147.3% | Added |
| Lazard Asset Management LLC | 22,584 | $2.38M | 0.00% | +22,462+18,411.5% | Added |
| Lido Advisors, LLC | 20,994 | $2.38M | 0.01% | +525+2.6% | Added |
| Meyer Handelman Co | 22,550 | $2.38M | 0.07% | 00.0% | Unchanged |
| Dockside LLC | 22,192 | $2.34M | 0.60% | +22,192 | New |
| Intech Investment Management LLC | 22,179 | $2.34M | 0.02% | −4,844−17.9% | Reduced |
| Sit Investment Associates Inc | 21,980 | $2.32M | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 21,927 | $2.31M | 0.14% | −293−1.3% | Reduced |
| We Are One Seven, LLC | 21,765 | $2.30M | 0.05% | +6,952+46.9% | Added |
| Investment Management Corp of Ontario | 21,698 | $2.29M | 0.03% | +6,816+45.8% | Added |
| Sterling Capital Management LLC | 21,349 | $2.25M | 0.04% | +824+4.0% | Added |
| Norinchukin Bank, The | 21,345 | $2.25M | 0.03% | +1,740+8.9% | Added |
| Ellenbecker Investment Group | 21,324 | $2.25M | 0.31% | +1,207+6.0% | Added |