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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 5,226 | $551.3K | 0.15% | +149+2.9% | Added |
| Sym Financial Corp | 5,225 | $551.0K | 0.06% | −156−2.9% | Reduced |
| Tema ETFs LLC | 5,201 | $548.5K | 0.04% | −12−0.2% | Reduced |
| Advisors Capital Management, LLC | 5,185 | $546.9K | 0.01% | +136+2.7% | Added |
| Loudon Investment Management, LLC | 5,180 | $546.3K | 0.29% | −300−5.5% | Reduced |
| TSFG, LLC | 5,132 | $541.0K | 0.08% | +34+0.7% | Added |
| LMR Partners LLP | 5,118 | $539.7K | 0.01% | −8,358−62.0% | Reduced |
| Ransom Advisory, Ltd | 5,105 | $538.4K | 0.21% | +55+1.1% | Added |
| Mount Yale Investment Advisors, LLC | 5,060 | $533.6K | 0.03% | −172−3.3% | Reduced |
| Heartland Bank & Trust Co | 5,039 | $531.4K | 0.22% | −74−1.4% | Reduced |
| Csenge Advisory Group | 4,998 | $527.0K | 0.02% | −1,644−24.8% | Reduced |
| Financial Advisors Network, Inc. | 4,997 | $527.0K | 0.07% | +127+2.6% | Added |
| Ambassador Advisors, LLC | 4,965 | $523.6K | 0.08% | +18+0.4% | Added |
| TCW Group Inc | 4,940 | $521.0K | 0.00% | +4,940 | New |
| Partnership Wealth Management, LLC | 4,900 | $516.8K | 0.37% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4,893 | $516.0K | 0.06% | −140−2.8% | Reduced |
| MGB Wealth Management, LLC | 4,872 | $513.8K | 0.15% | −558−10.3% | Reduced |
| Segment Wealth Management, LLC | 4,871 | $513.7K | 0.03% | +111+2.3% | Added |
| Financial Advisory Partners, LLC | 4,861 | $512.6K | 0.14% | +119+2.5% | Added |
| Alpha Cubed Investments, LLC | 4,860 | $512.5K | 0.02% | +41+0.9% | Added |
| Colter Lewis Investment Partners LLC | 4,846 | $511.1K | 0.59% | +4,846 | New |
| Mill Capital Management, LLC | 4,824 | $508.7K | 0.04% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 4,810 | $507.3K | 0.25% | +4,810 | New |
| Schaper Benz & Wise Investment Counsel Inc | 4,767 | $502.7K | 0.04% | +787+19.8% | Added |
| West Paces Advisors Inc. | 4,715 | $497.3K | 0.10% | +553+13.3% | Added |
| Smith, Moore & Co. | 4,703 | $496.0K | 0.04% | −27−0.6% | Reduced |
| PAX Financial Group, LLC | 4,692 | $494.9K | 0.09% | −1,458−23.7% | Reduced |
| Brown Miller Wealth Management, LLC | 4,690 | $494.6K | 0.14% | −263−5.3% | Reduced |
| Change Path, LLC | 4,689 | $494.5K | 0.01% | −756−13.9% | Reduced |
| Axxcess Wealth Management, LLC | 4,680 | $493.6K | 0.01% | +69+1.5% | Added |
| Skba Capital Management LLC | 4,665 | $492.0K | 0.07% | −15−0.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,622 | $487.4K | 0.01% | +478+11.5% | Added |
| Mission Wealth Management, LP | 4,601 | $485.2K | 0.01% | +393+9.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 4,596 | $484.7K | 0.01% | −366−7.4% | Reduced |
| Haverford Trust Co | 4,594 | $484.5K | 0.00% | +17+0.4% | Added |
| Simplicity Wealth,LLC | 4,579 | $482.9K | 0.03% | −306−6.3% | Reduced |
| CIBC World Markets Inc. | 4,577 | $482.7K | 0.00% | +4,577 | New |
| Chesley Taft & Associates LLC | 4,570 | $482.0K | 0.02% | +9+0.2% | Added |
| Monument Capital Management | 4,525 | $477.2K | 0.12% | 00.0% | Unchanged |
| Hudock, Inc. | 4,513 | $476.0K | 0.07% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 4,293 | $475.1K | 0.21% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,505 | $475.1K | 0.02% | −17−0.4% | Reduced |
| Custom Index Systems, LLC | 4,462 | $470.6K | 0.21% | −1,276−22.2% | Reduced |
| Oarsman Capital, Inc. | 4,451 | $469.4K | 0.06% | −356−7.4% | Reduced |
| Marshall Investment Management, LLC | 4,444 | $468.7K | 0.24% | +35+0.8% | Added |
| Parallel Advisors, LLC | 4,434 | $467.6K | 0.01% | −305−6.4% | Reduced |
| Redmond Asset Management, LLC | 4,400 | $464.0K | 0.12% | −200−4.3% | Reduced |
| Forum Financial Management, LP | 4,395 | $463.5K | 0.01% | −1,392−24.1% | Reduced |
| Colonial Trust Advisors | 4,372 | $461.1K | 0.03% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,369 | $460.8K | 0.02% | −4,465−50.5% | Reduced |
| Crewe Advisors LLC | 4,350 | $458.7K | 0.04% | +28+0.6% | Added |
| Banque Cantonale Vaudoise | 4,341 | $457.0K | 0.02% | +1,598+58.3% | Added |
| Quarry LP | 4,330 | $456.6K | 0.07% | +4,330 | New |
| WoodTrust Financial Corp | 4,321 | $456.0K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,259 | $449.2K | 0.07% | −9−0.2% | Reduced |
| Kera Capital Partners, Inc. | 4,025 | $445.4K | 0.05% | +1,689+72.3% | Added |
| Old Second National Bank of Aurora | 4,196 | $442.5K | 0.09% | +25+0.6% | Added |
| EverSource Wealth Advisors, LLC | 4,173 | $440.2K | 0.02% | +1,358+48.2% | Added |
| Robertson Stephens Wealth Management, LLC | 4,149 | $437.6K | 0.01% | +851+25.8% | Added |
| Reuter James Wealth Management, LLC | 4,136 | $436.2K | 0.06% | −153−3.6% | Reduced |
| Guardian Capital, LLC | 4,124 | $434.9K | 0.39% | +4,124 | New |
| Cary Street Partner Investment Advisory LLC | 4,099 | $432.2K | 0.12% | +79+2.0% | Added |
| Kovack Advisors, Inc. | 4,088 | $431.1K | 0.02% | +1,259+44.5% | Added |
| Bullock Wealth Management Group | 4,076 | $429.8K | 0.21% | −5−0.1% | Reduced |
| AlphaStar Capital Management, LLC | 4,058 | $428.0K | 0.03% | −1,754−30.2% | Reduced |
| Bayban | 4,056 | $427.7K | 0.38% | +4,056 | New |
| Portman Square Capital LLP | 4,054 | $427.5K | 0.07% | +4,054 | New |
| Moody Lynn & Lieberson, LLC | 4,052 | $427.3K | 0.02% | +22+0.5% | Added |
| Everence Capital Management Inc | 4,050 | $427.0K | 0.03% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 4,043 | $426.4K | 0.29% | +311+8.3% | Added |
| Contravisory Investment Management, Inc. | 4,040 | $426.1K | 0.08% | −168−4.0% | Reduced |
| V-Square Quantitative Management LLC | 4,027 | $424.7K | 0.04% | +4,027 | New |
| Alongside, LLC | 4,012 | $423.1K | 0.14% | +4,012 | New |
| Carret Asset Management, LLC | 4,000 | $421.8K | 0.04% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,996 | $421.4K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,982 | $419.9K | 0.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,982 | $419.9K | 0.04% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 3,945 | $416.0K | 0.13% | 00.0% | Unchanged |
| Cynosure Management, LLC | 3,898 | $411.1K | 0.04% | +3,898 | New |
| BankChampaign, National Association | 3,889 | $410.1K | 0.41% | +3,889 | New |
| Braeburn Wealth Management LLC | 3,871 | $408.2K | 0.21% | +3,871 | New |
| International Private Wealth Advisors LLC | 3,866 | $407.7K | 0.26% | +1,227+46.5% | Added |
| SageView Advisory Group, LLC | 3,862 | $407.3K | 0.01% | −379−8.9% | Reduced |
| West Family Investments, Inc. | 3,844 | $405.4K | 0.10% | −409−9.6% | Reduced |
| Fortis Group Advisors, LLC | 3,805 | $401.3K | 0.07% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,806 | $401.0K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 3,800 | $400.7K | 0.07% | +645+20.4% | Added |
| Signet Private Wealth LLC | 3,793 | $400.0K | 0.38% | +3,793 | New |
| Smithfield Trust Co | 3,806 | $400.0K | 0.02% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,791 | $399.8K | 0.03% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 3,788 | $399.5K | 0.20% | −687−15.4% | Reduced |
| Impact Partnership Wealth, LLC | 3,770 | $397.6K | 0.05% | +3,770 | New |
| Phillips Wealth Planners LLC | 3,617 | $396.1K | 0.32% | +269+8.0% | Added |
| Hanson & Doremus Investment Management | 3,742 | $395.0K | 0.05% | −27−0.7% | Reduced |
| Insight Wealth Strategies, LLC | 3,744 | $394.8K | 0.05% | +27+0.7% | Added |
| Glenview Trust Co | 3,723 | $392.6K | 0.01% | +988+36.1% | Added |
| ZWJ Investment Counsel Inc | 3,719 | $392.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,708 | $391.0K | 0.02% | +49+1.3% | Added |
| WealthTrust Axiom LLC | 3,666 | $386.6K | 0.10% | 00.0% | Unchanged |
| Zacks Investment Management | 3,666 | $386.6K | 0.00% | +399+12.2% | Added |