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, Q1 2026

Institutional positions in Wec Energy Group, Inc. as of Mar 31, 2026. 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: 1,381; +62 vs. Q4 2025
Shares held: 278.4M; +49.5M (+21.6%) vs. Q4 2025
Total value: $32.2B; +$8.09B (+33.5%) vs. Q4 2025
New holders: 150; 550 more added
Sold out: 88; 419 more reduced

28 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 1,381 institutions

Value heldQ1 2026: $32.2B

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, Q1 2026

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q4 2025.

Institutions holding WEC in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Global Wealth Strategies & Associates	0	$36	0.00%	0	Unchanged
Meeder Asset Management Inc	1	$116	0.00%	−125−99.2%	Reduced
3 Factor Indexing, LLC	1	$116	0.00%	+1	New
Signature Resources Capital Management, LLC	2	$232	0.00%	00.0%	Unchanged
Nvest Wealth Strategies, Inc.	2	$232	0.00%	+2	New
IMA Wealth, Inc.	3	$347	0.00%	00.0%	Unchanged
Curio Wealth, LLC	3	$347	0.00%	+3	New
Davis Capital Management	4	$463	0.00%	00.0%	Unchanged
TopTier Wealth Management, LLC	4	$463	0.00%	+4	New
NVWM, LLC	5	$579	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	5	$579	0.00%	+5	New
Quaker Wealth Management, LLC	6	$695	0.00%	+2+50.0%	Added
HFM Investment Advisors, LLC	7	$810	0.00%	00.0%	Unchanged
Cheviot Value Management, LLC	8	$926	0.00%	00.0%	Unchanged
IMG Wealth Management, Inc.	9	$1.04K	0.00%	−27−75.0%	Reduced
American Capital Advisory, LLC	9	$1.04K	0.00%	00.0%	Unchanged
1015 Capital Partners, LLC	9	$1.04K	0.00%	+2+28.6%	Added
Portus Wealth Advisors, LLC	10	$1.16K	0.00%	+10	New
American National Bank	11	$1.27K	0.00%	−19−63.3%	Reduced
Investors Research Corp	11	$1.27K	0.00%	+11	New
Financial Management Professionals, Inc.	12	$1.41K	0.00%	−104−89.7%	Reduced
Imprint Wealth LLC	13	$1.50K	0.01%	−11−45.8%	Reduced
WestEnd Advisors, LLC	13	$1.50K	0.00%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	13	$1.50K	0.00%	00.0%	Unchanged
PlanVest Financial, Inc	13	$1.50K	0.00%	+13	New
Bell Investment Advisors, Inc	13	$1.51K	0.00%	00.0%	Unchanged
Sankala Group LLC	14	$1.61K	0.00%	00.0%	Unchanged
Proathlete Wealth Management LLC	15	$1.74K	0.00%	00.0%	Unchanged
Estabrook Capital Management	15	$1.74K	0.00%	+15	New
Key Capital Management, INC	16	$1.85K	0.00%	−4−20.0%	Reduced
Kayne Anderson Rudnick Investment Management LLC	16	$1.85K	0.00%	00.0%	Unchanged
Clayton Financial Group LLC	17	$1.97K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	17	$1.97K	0.00%	+12+240.0%	Added
Ogorek Anthony Joseph	22	$2.00K	0.00%	00.0%	Unchanged
South State Corp.	18	$2.08K	0.00%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	18	$2.08K	0.00%	+18	New
Evolution Wealth Management Inc.	19	$2.20K	0.00%	00.0%	Unchanged
DAGCO, Inc.	20	$2.31K	0.00%	00.0%	Unchanged
Monetary Solutions, Ltd	20	$2.31K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	20	$2.31K	0.00%	+7+53.8%	Added
Ameriflex Group, Inc.	21	$2.43K	0.00%	−55−72.4%	Reduced
Investment Counsel Co of Nevada	21	$2.43K	0.01%	+21	New
Aspect Partners, LLC	22	$2.55K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	25	$2.89K	0.00%	00.0%	Unchanged
Winthrop Capital Management, LLC	25	$3.00K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	27	$3.00K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	27	$3.00K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	27	$3.13K	0.00%	00.0%	Unchanged
Virginia Estate & Retirement Planning Advisors Inc.	29	$3.36K	0.01%	+29	New
Friedenthal Financial	31	$3.59K	0.00%	00.0%	Unchanged
Torren Management, LLC	32	$3.65K	0.00%	−210−86.8%	Reduced
Private Wealth Asset Management, LLC	34	$3.94K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	34	$3.94K	0.00%	+8+30.8%	Added
Private Wealth Management Group, LLC	34	$3.94K	0.00%	00.0%	Unchanged
Horizon Bancorp Inc	34	$4.00K	0.00%	−17−33.3%	Reduced
Atlas Capital Advisors LLC	38	$4.40K	0.00%	+31+442.9%	Added
Clark Wealth Partners	38	$4.40K	0.00%	+17+81.0%	Added
Retirement Wealth Solutions LLC	40	$4.61K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	40	$4.63K	0.00%	+14+53.8%	Added
Bare Financial Services, Inc	41	$4.75K	0.00%	00.0%	Unchanged
Osbon Capital Management LLC	42	$4.83K	0.00%	−28−40.0%	Reduced
Raffa Wealth Management, LLC	42	$4.86K	0.00%	+2+5.0%	Added
Avion Wealth	51	$5.00K	0.00%	−1−1.9%	Reduced
Mosley Wealth Management	44	$5.04K	0.00%	+44	New
J.Safra Asset Management Corp	45	$5.21K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	46	$5.33K	0.00%	+15+48.4%	Added
Whipplewood Advisors, LLC	46	$5.33K	0.00%	+38+475.0%	Added
ZRC Wealth Management, LLC	47	$5.44K	0.00%	+20+74.1%	Added
Nemes Rush Group LLC	51	$5.90K	0.00%	+48+1,600.0%	Added
Essential Partners LLC	52	$6.02K	0.00%	−124−70.5%	Reduced
Dogwood Wealth Management LLC	52	$6.02K	0.00%	+1+2.0%	Added
Clear Street Markets LLC	53	$6.14K	0.00%	−431−89.0%	Reduced
TD Capital Management LLC	54	$6.25K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	55	$6.34K	0.00%	+55	New
Fairman Group, LLC	55	$6.37K	0.01%	00.0%	Unchanged
GHP Investment Advisors, Inc.	55	$6.37K	0.00%	−518−90.4%	Reduced
Abound Wealth Management	56	$6.50K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	57	$6.60K	0.00%	−6−9.5%	Reduced
1620 Investment Advisors, Inc.	59	$6.83K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	61	$7.06K	0.00%	−1,328−95.6%	Reduced
Reyes Financial Architecture, Inc.	61	$7.06K	0.01%	00.0%	Unchanged
Kilter Group LLC	62	$7.18K	0.00%	+42+210.0%	Added
Accent Capital Management, LLC	63	$7.29K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	63	$7.29K	0.01%	+8+14.5%	Added
Cassaday & Co Wealth Management LLC	64	$7.41K	0.00%	+64	New
Darwin Advisors, LLC	64	$7.47K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	65	$7.47K	0.01%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	66	$7.67K	0.00%	−119−64.3%	Reduced
Sunrise Financial Services, LLC	72	$8.34K	0.01%	00.0%	Unchanged
Ares Financial Consulting, LLC	72	$8.36K	0.01%	00.0%	Unchanged
Hickory Point Bank & Trust	77	$8.91K	0.01%	+77	New
Murphy & Mullick Capital Management Corp	82	$9.47K	0.01%	00.0%	Unchanged
Solstein Capital, LLC	82	$9.49K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	84	$9.72K	0.00%	+2+2.4%	Added
LFA - Lugano Financial Advisors SA	85	$9.84K	0.01%	00.0%	Unchanged
Activest Wealth Management	88	$10.2K	0.00%	−97−52.4%	Reduced
McCarthy Grittinger Financial Group, LLC	89	$10.3K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	93	$10.8K	0.01%	−2−2.1%	Reduced
Hazlett, Burt & Watson, Inc.	96	$11.0K	0.00%	00.0%	Unchanged
Wilkerson Advisory Group LLC	96	$11.1K	0.00%	+53+123.3%	Added