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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 3,661 | $386.1K | 0.01% | +266+7.8% | Added |
| AlphaGrep UK Ltd | 3,660 | $386.0K | 0.13% | +3,660 | New |
| Duncker Streett & Co Inc | 3,658 | $385.8K | 0.07% | −10−0.3% | Reduced |
| Capital Advisors Inc | 3,628 | $382.6K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,623 | $382.1K | 0.01% | −145−3.8% | Reduced |
| Dynamic Advisor Solutions LLC | 3,614 | $381.1K | 0.01% | −1,365−27.4% | Reduced |
| Integrity Alliance, LLC. | 3,605 | $380.3K | 0.01% | +725+25.2% | Added |
| Nilsine Partners, LLC | 3,583 | $377.9K | 0.03% | +49+1.4% | Added |
| Moneta Group Investment Advisors LLC | 3,579 | $377.4K | 0.00% | −993−21.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 3,576 | $377.1K | 0.01% | +3,576 | New |
| Meritage Portfolio Management | 3,573 | $376.8K | 0.03% | −112−3.0% | Reduced |
| Indivisible Partners | 3,547 | $374.1K | 0.04% | +3,547 | New |
| Livet Wealth, LLC | 3,526 | $371.9K | 0.23% | +3,526 | New |
| Cornerstone Enterprises, LLC | 3,524 | $371.6K | 0.18% | +3,524 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 3,501 | $369.2K | 0.33% | 00.0% | Unchanged |
| Wealthquest Corp | 3,482 | $367.2K | 0.03% | +3,482 | New |
| Reynders McVeigh Capital Management, LLC | 3,458 | $365.0K | 0.02% | +4+0.1% | Added |
| F/M Investments LLC | 3,461 | $365.0K | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 3,456 | $364.5K | 0.00% | +3,456 | New |
| Greenfield Savings Bank | 3,452 | $364.0K | 0.15% | −502−12.7% | Reduced |
| Wedmont Private Capital | 3,460 | $363.4K | 0.01% | −269−7.2% | Reduced |
| CWA Asset Management Group, LLC | 3,435 | $362.3K | 0.01% | +36+1.1% | Added |
| Aprio Wealth Management, LLC | 3,428 | $361.5K | 0.02% | +1,155+50.8% | Added |
| Strategy Asset Managers LLC | 3,424 | $361.1K | 0.06% | +34+1.0% | Added |
| Golden State Equity Partners | 3,401 | $358.7K | 0.06% | −328−8.8% | Reduced |
| Nvest Financial, LLC | 3,398 | $358.4K | 0.15% | −26−0.8% | Reduced |
| Diversified Enterprises, LLC | 3,384 | $356.9K | 0.02% | +1,551+84.6% | Added |
| Maple Capital Management, Inc. | 3,367 | $355.1K | 0.02% | +3,367 | New |
| Qtron Investments LLC | 3,354 | $353.7K | 0.05% | −3,663−52.2% | Reduced |
| Ariston Services Group | 3,351 | $353.4K | 0.21% | +950+39.6% | Added |
| Brown Brothers Harriman & Co | 3,347 | $353.0K | 0.00% | +106+3.3% | Added |
| Buckingham Strategic Partners | 3,339 | $352.2K | 0.00% | −2,091−38.5% | Reduced |
| Aegis Wealth Management LLC | 3,321 | $350.2K | 0.20% | −179−5.1% | Reduced |
| National Asset Management, Inc. | 3,278 | $345.7K | 0.02% | −220−6.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 3,277 | $345.6K | 0.05% | +716+28.0% | Added |
| Sterling Investment Advisors LLC | 3,262 | $344.0K | 0.17% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 3,261 | $343.9K | 0.10% | +3,261 | New |
| B&L Asset Management LLC | 3,246 | $342.3K | 0.15% | +488+17.7% | Added |
| SkyOak Wealth, LLC | 3,244 | $342.1K | 0.06% | 00.0% | Unchanged |
| GTS Securities LLC | 3,242 | $341.9K | 0.01% | −3,699−53.3% | Reduced |
| Chesapeake Asset Management LLC | 3,230 | $340.6K | 0.28% | +708+28.1% | Added |
| Smartleaf Asset Management LLC | 3,192 | $338.7K | 0.01% | +316+11.0% | Added |
| PUREfi Wealth, LLC | 3,209 | $338.4K | 0.26% | +832+35.0% | Added |
| Avestar Capital, LLC | 3,203 | $337.8K | 0.02% | +1,175+57.9% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,200 | $337.5K | 0.00% | +3,200 | New |
| Avaii Wealth Management, LLC | 3,199 | $337.3K | 0.12% | +19+0.6% | Added |
| Mirabella Financial Services LLP | 3,184 | $335.8K | 0.03% | +3,184 | New |
| Cypress Wealth Services, LLC | 3,167 | $334.0K | 0.05% | +172+5.7% | Added |
| Cigna Investments Inc | 3,135 | $331.0K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,131 | $330.2K | 0.00% | +3,131 | New |
| True Vision MN LLC | 3,126 | $329.7K | 0.17% | +25+0.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,120 | $329.0K | 0.14% | +3,120 | New |
| Western Wealth Management, LLC | 3,120 | $329.0K | 0.02% | −80−2.5% | Reduced |
| Jacobi Capital Management LLC | 3,114 | $328.4K | 0.02% | +64+2.1% | Added |
| Financial Engines Advisors L.L.C. | 3,110 | $328.0K | 0.00% | +3,110 | New |
| CWM Advisors, LLC | 3,108 | $327.8K | 0.03% | +416+15.5% | Added |
| GeoWealth Management, LLC | 3,097 | $326.6K | 0.01% | −350−10.2% | Reduced |
| Rexford Capital Inc | 3,086 | $325.4K | 0.25% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,059 | $322.6K | 0.10% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,055 | $322.2K | 0.02% | −566−15.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,038 | $320.4K | 0.07% | −113−3.6% | Reduced |
| 1st Source Bank | 3,021 | $318.6K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,914 | $317.9K | 0.01% | +845+40.8% | Added |
| Dahring | Cusmano LLC | 3,006 | $317.0K | 0.22% | +24+0.8% | Added |
| LS Investment Advisors, LLC | 3,000 | $316.4K | 0.04% | −1,482−33.1% | Reduced |
| Gateway Wealth Partners, LLC | 3,000 | $316.3K | 0.04% | +407+15.7% | Added |
| Patrick M Sweeney & Associates, Inc | 2,994 | $315.8K | 0.20% | +170+6.0% | Added |
| Independent Financial Group, LLC | 2,991 | $315.5K | 0.01% | −387−11.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,984 | $314.7K | 0.04% | +40+1.4% | Added |
| Bank of Stockton | 2,982 | $314.5K | 0.09% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 2,981 | $314.4K | 0.09% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,969 | $313.1K | 0.27% | +2,969 | New |
| Defined Wealth Management, LLC | 2,968 | $313.0K | 0.18% | +1,063+55.8% | Added |
| Clarius Group, LLC | 2,961 | $312.3K | 0.02% | +23+0.8% | Added |
| Gibbs Wealth Management | 2,983 | $312.2K | 0.08% | −258−8.0% | Reduced |
| Moment Partners, LLC | 2,959 | $312.1K | 0.06% | −689−18.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 2,950 | $311.1K | 0.04% | +2,950 | New |
| Cary Street Partners Financial LLC | 2,942 | $310.3K | 0.01% | −471−13.8% | Reduced |
| Compass Financial Group, INC | 2,938 | $309.8K | 0.04% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,938 | $309.8K | 0.03% | +375+14.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,931 | $309.1K | 0.03% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 2,827 | $305.8K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,898 | $305.7K | 0.12% | +7+0.2% | Added |
| Courier Capital LLC | 2,898 | $305.6K | 0.02% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,895 | $305.3K | 0.02% | 00.0% | Unchanged |
| Barr E S & Co | 2,894 | $305.2K | 0.02% | +2,894 | New |
| HRT Financial LP | 2,890 | $304.0K | 0.00% | +2,890 | New |
| Buska Wealth Management, LLC | 2,868 | $302.5K | 0.11% | 00.0% | Unchanged |
| 71 West Capital Partners | 2,843 | $299.8K | 0.01% | +2,843 | New |
| truNorth Financial Services, Inc. | 2,842 | $299.7K | 0.33% | +2,842 | New |
| Capital Asset Advisory Services LLC | 2,825 | $299.3K | 0.01% | +58+2.1% | Added |
| Summit Asset Management, LLC | 2,835 | $299.0K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,830 | $298.4K | 0.01% | +1,066+60.4% | Added |
| Gladstone Institutional Advisory LLC | 2,827 | $298.1K | 0.01% | −308−9.8% | Reduced |
| FSM Wealth Advisors, LLC | 2,826 | $298.0K | 0.04% | +51+1.8% | Added |
| Integrated Wealth Concepts LLC | 2,820 | $297.4K | 0.00% | −18,453−86.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,814 | $296.8K | 0.02% | −243−7.9% | Reduced |
| Quadrant Capital Group LLC | 2,812 | $296.6K | 0.01% | +25+0.9% | Added |
| Master's Wealth Management Inc. | 2,811 | $296.5K | 0.11% | +220+8.5% | Added |
| Expressive Wealth LLC | 2,794 | $294.7K | 0.32% | +2,794 | New |