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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 22,900 | $2.65M | 0.21% | −1,020−4.3% | Reduced |
| We Are One Seven, LLC | 23,171 | $2.68M | 0.05% | +1,406+6.5% | Added |
| Cresset Asset Management, LLC | 23,511 | $2.72M | 0.01% | +9,876+72.4% | Added |
| AlphaCore Capital LLC | 23,547 | $2.73M | 0.06% | +2,542+12.1% | Added |
| CWM, LLC | 23,624 | $2.73M | 0.01% | −3,828−13.9% | Reduced |
| Acadian Asset Management LLC | 23,670 | $2.74M | 0.00% | −16,866−41.6% | Reduced |
| RFG Advisory, LLC | 23,940 | $2.77M | 0.05% | +844+3.7% | Added |
| TD Waterhouse Canada Inc. | 24,840 | $2.88M | 0.01% | +23,817+2,328.2% | Added |
| Marietta Investment Partners LLC | 25,089 | $2.90M | 0.58% | −434−1.7% | Reduced |
| Gulf International Bank (UK) Ltd | 25,140 | $2.91M | 0.07% | +7,951+46.3% | Added |
| Independent Advisor Alliance | 25,280 | $2.93M | 0.03% | +206+0.8% | Added |
| Shakespeare Wealth Management, Inc. | 25,352 | $2.94M | 0.69% | −247−1.0% | Reduced |
| Associated Banc-Corp | 25,731 | $2.98M | 0.08% | −1,650−6.0% | Reduced |
| Oak Thistle LLC | 25,931 | $3.00M | 0.29% | −24,923−49.0% | Reduced |
| Lantz Financial LLC | 26,273 | $3.04M | 0.63% | −49−0.2% | Reduced |
| Rafferty Asset Management, LLC | 26,337 | $3.05M | 0.01% | −9,485−26.5% | Reduced |
| Rothschild Investment LLC | 26,496 | $3.07M | 0.16% | +1,830+7.4% | Added |
| Ascent Group, LLC | 26,554 | $3.07M | 0.11% | −2,219−7.7% | Reduced |
| GAMMA Investing LLC | 26,565 | $3.08M | 0.14% | +5,376+25.4% | Added |
| Prosperity Consulting Group, LLC | 26,832 | $3.11M | 0.14% | −1,314−4.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 27,070 | $3.13M | 1.27% | +319+1.2% | Added |
| Savant Capital, LLC | 27,136 | $3.14M | 0.02% | +1,535+6.0% | Added |
| Keybank National Association | 27,296 | $3.16M | 0.01% | +3,941+16.9% | Added |
| Pacer Advisors, Inc. | 27,324 | $3.16M | 0.01% | −8,614−24.0% | Reduced |
| Brown Advisory Inc | 27,558 | $3.19M | 0.01% | +1,783+6.9% | Added |
| Beacon Pointe Advisors, LLC | 27,806 | $3.22M | 0.02% | +2,529+10.0% | Added |
| Premier Fund Managers Ltd | 28,000 | $3.23M | 0.23% | −2,000−6.7% | Reduced |
| apricus wealth, LLC | 28,015 | $3.24M | 1.58% | +275+1.0% | Added |
| Foundations Investment Advisors, LLC | 28,251 | $3.27M | 0.04% | −10,622−27.3% | Reduced |
| Private Advisor Group, LLC | 28,698 | $3.32M | 0.02% | +642+2.3% | Added |
| Trilogy Capital Inc. | 28,744 | $3.33M | 0.15% | −316−1.1% | Reduced |
| Keebeck Wealth Management, LLC | 28,871 | $3.34M | 0.38% | −10,952−27.5% | Reduced |
| Pensionmark Financial Group, LLC | 29,036 | $3.36M | 0.05% | +495+1.7% | Added |
| Public Employees Retirement Association of Colorado | 29,337 | $3.40M | 0.01% | 00.0% | Unchanged |
| Global Trust Wealth Management LLC | 29,428 | $3.41M | 2.58% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 29,976 | $3.47M | 0.05% | +29,976 | New |
| Wedbush Securities Inc | 30,280 | $3.51M | 0.10% | +1,497+5.2% | Added |
| Journey Advisory Group, LLC | 30,314 | $3.51M | 0.30% | −470−1.5% | Reduced |
| Pathstone Holdings, LLC | 30,390 | $3.52M | 0.01% | −207−0.7% | Reduced |
| Farmers & Merchants Investments Inc | 30,724 | $3.56M | 0.10% | +1,206+4.1% | Added |
| Allstate Corp | 30,908 | $3.58M | 0.04% | +6,431+26.3% | Added |
| Leavell Investment Management, Inc. | 30,947 | $3.58M | 0.15% | +60.0% | Added |
| Johnson Financial Group, Inc. | 30,993 | $3.59M | 0.13% | −785−2.5% | Reduced |
| Cincinnati Casualty Co | 31,000 | $3.59M | 1.87% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 31,106 | $3.60M | 0.12% | +2,600+9.1% | Added |
| Empowered Funds, LLC | 31,446 | $3.64M | 0.02% | +6,439+25.7% | Added |
| UniSuper Management Pty Ltd | 32,086 | $3.71M | 0.02% | −1,389−4.1% | Reduced |
| D.A. Davidson & Co. | 32,467 | $3.76M | 0.02% | +6,149+23.4% | Added |
| NBC Securities, Inc. | 32,726 | $3.79M | 0.28% | +340+1.0% | Added |
| State of Alaska, Department of Revenue | 32,820 | $3.80M | 0.04% | +625+1.9% | Added |
| Kestra Advisory Services, LLC | 33,242 | $3.85M | 0.01% | −5,445−14.1% | Reduced |
| Diversified Management Inc | 33,377 | $3.86M | 0.66% | +7,885+30.9% | Added |
| Mutual of America Capital Management LLC | 34,611 | $4.01M | 0.05% | −311−0.9% | Reduced |
| KBC Group NV | 34,719 | $4.02M | 0.01% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 35,000 | $4.05M | 0.20% | 00.0% | Unchanged |
| First American Bank | 35,031 | $4.06M | 0.25% | +261+0.8% | Added |
| Principal Securities, Inc. | 35,373 | $4.10M | 0.06% | +3,743+11.8% | Added |
| Steward Partners Investment Advisory, LLC | 35,662 | $4.13M | 0.02% | −3,443−8.8% | Reduced |
| Kestra Private Wealth Services, LLC | 36,196 | $4.19M | 0.05% | +112+0.3% | Added |
| Axq Capital, LP | 36,207 | $4.19M | 0.54% | +36,207 | New |
| Nomura Holdings Inc | 36,262 | $4.20M | 0.03% | +9,557+35.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,749 | $4.25M | 0.07% | +775+2.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 36,795 | $4.26M | 0.14% | +2,688+7.9% | Added |
| Concurrent Investment Advisors, LLC | 36,863 | $4.27M | 0.05% | +3,217+9.6% | Added |
| Oregon Public Employees Retirement Fund | 37,289 | $4.32M | 0.06% | +50+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 37,381 | $4.33M | 0.02% | −17,483−31.9% | Reduced |
| Somerset Trust Co | 37,432 | $4.33M | 1.33% | +733+2.0% | Added |
| Eurizon Capital SGR S.p.A. | 37,741 | $4.37M | 0.01% | +37,741 | New |
| Castellan Group, LLC | 38,939 | $4.51M | 0.62% | +3,790+10.8% | Added |
| Regions Financial Corp | 39,601 | $4.58M | 0.03% | −3,533−8.2% | Reduced |
| Rockefeller Capital Management L.P. | 40,024 | $4.63M | 0.01% | +4,901+14.0% | Added |
| Belpointe Asset Management LLC | 40,609 | $4.70M | 0.17% | +3,595+9.7% | Added |
| S&CO Inc | 40,672 | $4.71M | 0.29% | −3,235−7.4% | Reduced |
| Intech Investment Management LLC | 40,704 | $4.71M | 0.05% | +18,525+83.5% | Added |
| KLCM Advisors, Inc. | 41,007 | $4.75M | 0.41% | −1,187−2.8% | Reduced |
| Schroder Investment Management Group | 41,165 | $4.75M | 0.00% | −1,909−4.4% | Reduced |
| JustInvest LLC | 41,030 | $4.75M | 0.05% | +2,879+7.5% | Added |
| Alta Capital Management LLC | 41,077 | $4.76M | 0.37% | +499+1.2% | Added |
| Colony Group, LLC | 41,436 | $4.80M | 0.01% | −4,687−10.2% | Reduced |
| United Capital Management of KS, Inc. | 41,561 | $4.81M | 0.73% | +1,024+2.5% | Added |
| Brevan Howard Capital Management LP | 41,680 | $4.83M | 0.05% | +16,025+62.5% | Added |
| Glenmede Trust Co NA | 41,940 | $4.86M | 0.02% | −1,307−3.0% | Reduced |
| Bright Rock Capital Management, LLC | 42,000 | $4.86M | 0.96% | 00.0% | Unchanged |
| Ci Investments Inc. | 42,033 | $4.87M | 0.02% | +1,678+4.2% | Added |
| Nissay Asset Management Corp | 42,154 | $4.88M | 0.03% | +1,030+2.5% | Added |
| N.E.W. Advisory Services LLC | 42,408 | $4.91M | 0.37% | +4,062+10.6% | Added |
| Jump Financial, LLC | 42,668 | $4.94M | 0.07% | +42,668 | New |
| Options Solutions, LLC | 43,000 | $4.98M | 3.62% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 43,429 | $5.03M | 0.06% | −850−1.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 43,712 | $5.06M | 0.06% | −3,798−8.0% | Reduced |
| Sterling Capital Management LLC | 44,046 | $5.10M | 0.10% | +22,697+106.3% | Added |
| Motco | 44,153 | $5.11M | 0.47% | −42−0.1% | Reduced |
| Aventail Capital Group, LP | 44,216 | $5.12M | 0.25% | +5,160+13.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 44,417 | $5.14M | 0.25% | −68−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 44,832 | $5.19M | 0.03% | +6,199+16.0% | Added |
| British Columbia Investment Management Corp | 44,833 | $5.19M | 0.03% | −12,184−21.4% | Reduced |
| USS Investment Management Ltd | 44,999 | $5.21M | 0.02% | +4,819+12.0% | Added |
| New York Life Investment Management LLC | 45,109 | $5.22M | 0.04% | +608+1.4% | Added |
| Morton Community Bank | 45,510 | $5.27M | 1.14% | +1,010+2.3% | Added |
| Blair William & Co | 45,512 | $5.27M | 0.02% | +4,050+9.8% | Added |