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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fiduciary Alliance LLC | 13,589 | $1.56M | 0.09% | −209−1.5% | Reduced |
| Nations Financial Group Inc, | 13,536 | $1.57M | 0.08% | −419−3.0% | Reduced |
| Univest Financial Corp | 13,559 | $1.57M | 0.09% | +2,108+18.4% | Added |
| Midland Wealth Advisors LLC | 13,703 | $1.59M | 0.08% | +269+2.0% | Added |
| Two Sigma Investments, LP | 13,869 | $1.61M | 0.00% | +13,869 | New |
| Credit Agricole S A | 14,001 | $1.62M | 0.01% | −66,088−82.5% | Reduced |
| RMB Capital Management, LLC | 14,091 | $1.63M | 0.03% | −721−4.9% | Reduced |
| Icon Wealth Advisors, LLC | 14,347 | $1.64M | 0.11% | +915+6.8% | Added |
| Drake & Associates, LLC | 14,231 | $1.65M | 0.31% | +4,017+39.3% | Added |
| HB Wealth Management, LLC | 14,236 | $1.65M | 0.01% | +1,660+13.2% | Added |
| Dark Forest Capital Management LP | 14,274 | $1.65M | 0.15% | −28,774−66.8% | Reduced |
| Stablepoint Partners, LLC | 14,279 | $1.65M | 0.25% | +721+5.3% | Added |
| Richmond Investment Services, LLC | 14,303 | $1.66M | 0.27% | +1,036+7.8% | Added |
| Richard C. Young & CO., LTD. | 14,467 | $1.67M | 0.14% | +70+0.5% | Added |
| LVW Advisors, LLC | 14,601 | $1.69M | 0.16% | −1,990−12.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 14,621 | $1.69M | 0.01% | +14,621 | New |
| Impax Asset Management Group plc | 14,632 | $1.69M | 0.01% | +14,632 | New |
| Aviso Financial Inc. | 14,725 | $1.70M | 0.06% | +636+4.5% | Added |
| Beverly Hills Private Wealth, LLC | 14,854 | $1.72M | 0.29% | −539−3.5% | Reduced |
| New Mexico Educational Retirement Board | 14,953 | $1.73M | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 14,986 | $1.73M | 0.02% | +9,132+156.0% | Added |
| Farther Finance Advisors, LLC | 15,088 | $1.75M | 0.02% | +1,531+11.3% | Added |
| Matrix Trust Co | 15,172 | $1.76M | 0.29% | +872+6.1% | Added |
| ICW Investment Advisors LLC | 15,286 | $1.77M | 0.64% | +678+4.6% | Added |
| Royal London Asset Management Ltd | 15,609 | $1.81M | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15,664 | $1.81M | 0.04% | −511−3.2% | Reduced |
| IFP Advisors, Inc | 15,681 | $1.82M | 0.04% | +815+5.5% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.82M | 0.11% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 15,740 | $1.82M | 0.09% | 00.0% | Unchanged |
| Horizon Investments, LLC | 15,752 | $1.82M | 0.02% | −178−1.1% | Reduced |
| Marks Group Wealth Management, Inc | 15,884 | $1.84M | 0.18% | +597+3.9% | Added |
| Alliance Wealth Advisors, LLC | 16,223 | $1.88M | 0.41% | −8,190−33.5% | Reduced |
| Raleigh Capital Management Inc. | 16,245 | $1.88M | 0.65% | +8,854+119.8% | Added |
| Maryland State Retirement & Pension System | 16,251 | $1.88M | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,276 | $1.88M | 0.03% | −161−1.0% | Reduced |
| CWM Advisors, LLC | 16,457 | $1.91M | 0.11% | +13,349+429.5% | Added |
| Louisiana State Employees Retirement System | 16,600 | $1.92M | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 16,695 | $1.93M | 0.03% | +3,776+29.2% | Added |
| KCM Investment Advisors LLC | 16,743 | $1.94M | 0.06% | −786−4.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 16,753 | $1.94M | 0.06% | −988−5.6% | Reduced |
| Greenwood Capital Associates LLC | 16,872 | $1.95M | 0.22% | +16,872 | New |
| Oppenheimer & Co Inc | 17,012 | $1.97M | 0.02% | +2,267+15.4% | Added |
| Patton Fund Management, Inc. | 17,032 | $1.97M | 0.33% | −27,780−62.0% | Reduced |
| Vident Advisory, LLC | 17,135 | $1.98M | 0.02% | −9,308−35.2% | Reduced |
| Ethic Inc. | 17,199 | $1.99M | 0.03% | −65−0.4% | Reduced |
| Advisors Asset Management, Inc. | 17,208 | $1.99M | 0.03% | +1,277+8.0% | Added |
| Bokf, NA | 17,226 | $1.99M | 0.03% | −6,954−28.8% | Reduced |
| Security National Bank | 17,261 | $2.00M | 0.29% | +234+1.4% | Added |
| Thrivent Financial for Lutherans | 17,350 | $2.01M | 0.00% | −814−4.5% | Reduced |
| Rodgers Brothers Inc. | 17,374 | $2.01M | 0.23% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 18,345 | $2.03M | 0.01% | +9,827+115.4% | Added |
| M&T Bank Corp | 17,662 | $2.04M | 0.01% | +694+4.1% | Added |
| Drucker Wealth 3.0, LLC | 17,879 | $2.07M | 0.36% | −50.0% | Reduced |
| Caldwell Trust Co | 17,985 | $2.08M | 0.19% | −101−0.6% | Reduced |
| Fox Hill Wealth Management | 18,212 | $2.11M | 1.01% | +190+1.1% | Added |
| Nicholson Wealth Management Group, LLC | 18,414 | $2.13M | 1.25% | +663+3.7% | Added |
| Hartford Investment Management Co | 18,456 | $2.14M | 0.07% | −347−1.8% | Reduced |
| Hantz Financial Services, Inc. | 18,472 | $2.14M | 0.03% | +3,348+22.1% | Added |
| Atlantic Trust, LLC | 18,510 | $2.14M | 0.35% | +296+1.6% | Added |
| Miller Howard Investments Inc | 18,679 | $2.16M | 0.06% | +1,423+8.2% | Added |
| Fortis Group Advisors, LLC | 18,753 | $2.20M | 0.36% | +14,948+392.9% | Added |
| Pathway Financial Advisers, LLC | 19,122 | $2.21M | 0.63% | +781+4.3% | Added |
| PDT Partners, LLC | 19,200 | $2.22M | 0.13% | +19,200 | New |
| Nordea Investment Management AB | 19,440 | $2.23M | 0.00% | +31+0.2% | Added |
| Inceptionr LLC | 19,331 | $2.24M | 0.54% | +19,331 | New |
| Campbell Capital Management Inc | 19,600 | $2.27M | 1.08% | −190−1.0% | Reduced |
| Mizuho Securities USA LLC | 19,676 | $2.28M | 0.05% | −4,010−16.9% | Reduced |
| Siemens Fonds Invest GmbH | 19,740 | $2.29M | 0.13% | +62+0.3% | Added |
| Integrated Wealth Concepts LLC | 19,936 | $2.31M | 0.02% | +17,116+607.0% | Added |
| Red Cedar Investment Management, LLC | 19,946 | $2.31M | 0.24% | −99−0.5% | Reduced |
| Lido Advisors, LLC | 19,946 | $2.31M | 0.01% | −1,048−5.0% | Reduced |
| Apollon Financial, LLC | 19,951 | $2.31M | 0.32% | −458−2.2% | Reduced |
| Wealth Alliance | 20,043 | $2.32M | 0.23% | +5,554+38.3% | Added |
| Summit Trail Advisors, LLC | 20,161 | $2.33M | 0.03% | +6,169+44.1% | Added |
| Ameritas Investment Partners, Inc. | 20,236 | $2.34M | 0.07% | +875+4.5% | Added |
| Great Valley Advisor Group, Inc. | 20,405 | $2.36M | 0.04% | +626+3.2% | Added |
| Jain Global LLC | 20,442 | $2.37M | 0.03% | +20,442 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 20,448 | $2.37M | 0.00% | +7,589+59.0% | Added |
| Polymer Capital Management (US) LLC | 20,539 | $2.38M | 0.35% | −5,459−21.0% | Reduced |
| Fulton Bank, N.A. | 20,727 | $2.40M | 0.08% | +9,646+87.0% | Added |
| Flputnam Investment Management Co | 20,783 | $2.41M | 0.04% | +94+0.5% | Added |
| Colonial Trust Co | 20,789 | $2.41M | 0.33% | +90.0% | Added |
| Legato Capital Management LLC | 20,984 | $2.43M | 0.22% | +4,502+27.3% | Added |
| Stonebridge Financial Group, LLC | 21,086 | $2.44M | 0.20% | +517+2.5% | Added |
| Broadwater Capital Management LLC | 23,200 | $2.45M | 1.83% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 21,259 | $2.46M | 0.07% | +3,445+19.3% | Added |
| Spirit of America Management Corp | 21,300 | $2.47M | 0.49% | +1,550+7.8% | Added |
| Norinchukin Bank, The | 21,492 | $2.49M | 0.03% | +147+0.7% | Added |
| Ellenbecker Investment Group | 21,492 | $2.49M | 0.33% | +168+0.8% | Added |
| Delta Global Management LP | 21,705 | $2.51M | 0.21% | −1,980−8.4% | Reduced |
| SRS Capital Advisors, Inc. | 21,723 | $2.51M | 0.07% | +14,858+216.4% | Added |
| Sit Investment Associates Inc | 21,980 | $2.54M | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 22,163 | $2.57M | 0.09% | +399+1.8% | Added |
| BKM Wealth Management, LLC | 22,211 | $2.57M | 0.94% | +3,206+16.9% | Added |
| Worldquant Millennium Advisors LLC | 22,214 | $2.57M | 0.01% | +5,143+30.1% | Added |
| Mesirow Financial Investment Management, Inc. | 22,530 | $2.61M | 0.04% | +4,868+27.6% | Added |
| Meyer Handelman Co | 22,550 | $2.61M | 0.08% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 22,717 | $2.63M | 1.24% | −90−0.4% | Reduced |
| QRG Capital Management, Inc. | 22,821 | $2.64M | 0.03% | +2,484+12.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,883 | $2.65M | 0.03% | −8,720−27.6% | Reduced |