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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 7,987 | $842.3K | 0.03% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 7,975 | $841.0K | 0.13% | +183+2.3% | Added |
| Carnegie Capital Asset Management, LLC | 7,970 | $840.5K | 0.02% | −809−9.2% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $837.5K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,888 | $831.8K | 0.02% | +2,091+36.1% | Added |
| Wesbanco Bank Inc | 7,848 | $827.7K | 0.02% | −1,157−12.8% | Reduced |
| Resources Investment Advisors, LLC. | 7,817 | $824.4K | 0.01% | +32+0.4% | Added |
| Revisor Wealth Management LLC | 7,672 | $824.1K | 0.22% | +3,614+89.1% | Added |
| Midwest Trust Co | 7,773 | $819.7K | 0.01% | +808+11.6% | Added |
| Winch Advisory Services, LLC | 7,746 | $816.9K | 0.18% | +61+0.8% | Added |
| Triangle Securities Wealth Management | 7,735 | $815.7K | 0.17% | −46−0.6% | Reduced |
| DF Dent & Co Inc | 7,732 | $815.4K | 0.01% | +751+10.8% | Added |
| First United Bank Trust | 7,705 | $812.6K | 0.26% | +1,210+18.6% | Added |
| Turning Point Benefit Group, Inc. | 7,646 | $806.3K | 0.42% | +916+13.6% | Added |
| Avantax Planning Partners, Inc. | 7,616 | $803.2K | 0.02% | +73+1.0% | Added |
| Beaton Management Co. Inc. | 7,584 | $800.0K | 0.35% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,554 | $796.6K | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,549 | $796.1K | 0.09% | −657−8.0% | Reduced |
| Venturi Wealth Management, LLC | 7,549 | $796.1K | 0.04% | −97−1.3% | Reduced |
| United Capital Financial Advisers, LLC | 7,520 | $793.0K | 0.00% | −102−1.3% | Reduced |
| Chicago Trust Co NA | 7,503 | $791.3K | 0.12% | −115−1.5% | Reduced |
| Toroso Investments, LLC | 7,454 | $786.1K | 0.00% | +3,749+101.2% | Added |
| Canada Post Corp Registered Pension Plan | 7,452 | $785.9K | 0.03% | +1,710+29.8% | Added |
| Raleigh Capital Management Inc. | 7,391 | $779.5K | 0.28% | +308+4.3% | Added |
| Waterway Wealth Management, LLC | 7,375 | $777.8K | 0.18% | +7,375 | New |
| Greenleaf Trust | 7,352 | $775.3K | 0.01% | +272+3.8% | Added |
| Investment House LLC | 7,300 | $769.9K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,289 | $768.7K | 0.05% | +29+0.4% | Added |
| Bradley Foster & Sargent Inc | 7,235 | $763.0K | 0.01% | +845+13.2% | Added |
| EP Wealth Advisors, LLC | 7,165 | $755.6K | 0.00% | +7,165 | New |
| Integrated Advisors Network LLC | 7,165 | $755.6K | 0.03% | +135+1.9% | Added |
| Regal Investment Advisors LLC | 7,045 | $743.0K | 0.04% | +434+6.6% | Added |
| Stephenson National Bank & Trust | 7,023 | $740.6K | 0.21% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 6,993 | $737.5K | 0.01% | +545+8.5% | Added |
| Harbour Investment Management LLC | 6,930 | $730.8K | 0.39% | −2,920−29.6% | Reduced |
| SRS Capital Advisors, Inc. | 6,865 | $724.0K | 0.02% | −1,052−13.3% | Reduced |
| Stonebridge Capital Advisors LLC | 6,808 | $718.0K | 0.05% | +96+1.4% | Added |
| Hartford Funds Management Co LLC | 6,723 | $709.2K | 0.06% | +2,142+46.8% | Added |
| Legacy Wealth Managment, LLC | 6,693 | $705.8K | 0.34% | +6,631+10,695.2% | Added |
| Tyche Wealth Partners LLC | 6,654 | $701.8K | 0.11% | +4,872+273.4% | Added |
| Aptus Capital Advisors, LLC | 6,644 | $700.7K | 0.01% | +61+0.9% | Added |
| Trust Co of Toledo NA | 6,504 | $685.9K | 0.07% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,430 | $678.1K | 0.42% | 00.0% | Unchanged |
| Syon Capital LLC | 6,405 | $675.5K | 0.03% | +1,344+26.6% | Added |
| HBK Sorce Advisory LLC | 6,057 | $674.9K | 0.02% | +500+9.0% | Added |
| Umb Bank N A | 6,390 | $673.9K | 0.01% | +2,741+75.1% | Added |
| Journey Strategic Wealth LLC | 6,352 | $669.9K | 0.02% | +44+0.7% | Added |
| North Star Asset Management Inc | 6,349 | $669.6K | 0.03% | −33−0.5% | Reduced |
| Bridges Investment Management Inc | 6,337 | $668.3K | 0.01% | −28−0.4% | Reduced |
| Rehmann Capital Advisory Group | 6,268 | $662.4K | 0.03% | −637−9.2% | Reduced |
| Advisors Management Group Inc | 6,250 | $659.0K | 0.12% | +1,722+38.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,226 | $656.6K | 0.18% | +103+1.7% | Added |
| Diversified Trust Co | 6,154 | $649.0K | 0.01% | +411+7.2% | Added |
| Aaron Wealth Advisors | 6,082 | $641.4K | 0.04% | +1,360+28.8% | Added |
| Adviser Investments LLC | 6,063 | $639.5K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 6,040 | $637.0K | 0.01% | +471+8.5% | Added |
| Elevated Capital Advisors, LLC | 6,002 | $633.0K | 0.15% | +186+3.2% | Added |
| Signaturefd, LLC | 5,973 | $629.9K | 0.01% | −122−2.0% | Reduced |
| Focus Financial Network, Inc. | 5,965 | $629.0K | 0.02% | +51+0.9% | Added |
| Ballentine Partners, LLC | 5,933 | $625.7K | 0.01% | +10.0% | Added |
| Evolve Private Wealth, LLC | 5,913 | $623.6K | 0.04% | +5,913 | New |
| Verdence Capital Advisors LLC | 5,886 | $620.7K | 0.04% | +56+1.0% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 5,884 | $620.5K | 0.02% | +5,884 | New |
| Stephens Inc | 5,854 | $617.3K | 0.01% | +752+14.7% | Added |
| Blossom Wealth Management | 5,839 | $615.8K | 1.02% | −600−9.3% | Reduced |
| Private Trust Co NA | 5,836 | $615.5K | 0.05% | −55−0.9% | Reduced |
| TBH Global Asset Management, LLC | 5,821 | $613.9K | 0.11% | −94−1.6% | Reduced |
| Sagespring Wealth Partners, LLC | 5,805 | $612.2K | 0.01% | −115−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 5,805 | $612.2K | 0.01% | −197−3.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,760 | $607.5K | 0.01% | −115−2.0% | Reduced |
| Kesler, Norman & Wride, LLC | 5,749 | $606.3K | 0.10% | −1,172−16.9% | Reduced |
| Skopos Labs, Inc. | 5,717 | $604.4K | 0.03% | +2,064+56.5% | Added |
| Central Trust Co | 5,675 | $598.5K | 0.01% | +11+0.2% | Added |
| Daymark Wealth Partners, LLC | 5,664 | $597.4K | 0.02% | −120−2.1% | Reduced |
| CWS Financial Advisors, LLC | 5,651 | $595.9K | 0.16% | +1,456+34.7% | Added |
| City State Bank | 5,592 | $589.7K | 0.16% | +77+1.4% | Added |
| Tower Research Capital LLC (TRC) | 5,571 | $587.5K | 0.01% | −2,029−26.7% | Reduced |
| Danske Bank A/S | 5,559 | $586.3K | 0.00% | +300+5.7% | Added |
| VeraBank, N.A. | 5,556 | $585.9K | 0.11% | −665−10.7% | Reduced |
| Moors & Cabot, Inc. | 5,542 | $584.4K | 0.03% | +31+0.6% | Added |
| Coldstream Capital Management Inc | 5,495 | $579.5K | 0.01% | −159−2.8% | Reduced |
| R Squared Ltd | 5,426 | $572.2K | 0.27% | +5,426 | New |
| Resources Management Corp | 5,409 | $570.0K | 0.07% | 00.0% | Unchanged |
| Eastern Bank | 5,404 | $569.9K | 0.01% | −1,360−20.1% | Reduced |
| ProVise Management Group, LLC | 5,401 | $569.6K | 0.04% | +273+5.3% | Added |
| Paradigm Financial Partners, LLC | 5,379 | $567.3K | 0.06% | −291−5.1% | Reduced |
| Aquatic Capital Management LLC | 5,369 | $566.2K | 0.02% | +5,369 | New |
| Peapack Gladstone Financial Corp | 5,366 | $566.0K | 0.01% | −261−4.6% | Reduced |
| Paragon Private Wealth Management, LLC | 5,364 | $565.7K | 0.17% | −52−1.0% | Reduced |
| Hutner Capital Management Inc | 5,356 | $564.8K | 0.24% | −71−1.3% | Reduced |
| Thrive Wealth Management, LLC | 5,348 | $564.0K | 0.08% | +76+1.4% | Added |
| Kingdom Financial Group LLC. | 5,341 | $563.2K | 0.17% | +5,341 | New |
| Dynamic Technology Lab Private Ltd | 5,334 | $563.0K | 0.13% | +5,334 | New |
| Blueshift Asset Management, LLC | 5,330 | $562.1K | 0.16% | +3,173+147.1% | Added |
| Diversify Advisory Services, LLC | 5,176 | $562.1K | 0.02% | −1,790−25.7% | Reduced |
| MPS Loria Financial Planners, LLC | 5,326 | $561.7K | 0.14% | −291−5.2% | Reduced |
| Wexford Capital LP | 5,315 | $560.5K | 0.14% | +5,315 | New |
| Dougherty & Associates, LLC | 5,252 | $553.9K | 0.50% | +5,252 | New |
| Aviva PLC | 5,246 | $553.2K | 0.00% | −292−5.3% | Reduced |
| Gradient Investments LLC | 5,233 | $551.9K | 0.01% | −1,010−16.2% | Reduced |