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 |
|---|---|---|---|---|---|
| Guinness Atkinson Asset Management Inc | 98 | $11.3K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 98 | $11.3K | 0.00% | +98 | New |
| Costello Asset Management, INC | 100 | $11.6K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $11.6K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 100 | $11.6K | 0.01% | 00.0% | Unchanged |
| RHL Group, LLC | 101 | $11.7K | 0.01% | +101 | New |
| Front Row Advisors LLC | 102 | $11.8K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 102 | $11.8K | 0.00% | +41+67.2% | Added |
| JFS Wealth Advisors, LLC | 106 | $12.3K | 0.00% | −59−35.8% | Reduced |
| Key Financial Inc | 106 | $12.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 109 | $12.6K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 111 | $12.8K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 112 | $13.0K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 114 | $13.2K | 0.01% | +114 | New |
| Golden State Wealth Management, LLC | 115 | $13.3K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 116 | $13.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 117 | $13.5K | 0.00% | +117 | New |
| Ritter Daniher Financial Advisory LLC | 119 | $13.8K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $13.9K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 123 | $14.2K | 0.00% | +123 | New |
| EFG International AG | 123 | $14.2K | 0.00% | +123 | New |
| Rogco, LP | 126 | $14.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 128 | $14.8K | 0.00% | +13+11.3% | Added |
| PFS Partners, LLC | 130 | $15.1K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 136 | $15.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 137 | $15.9K | 0.00% | +47+52.2% | Added |
| Magnolia Wealth Management, LLC | 140 | $16.2K | 0.01% | +140 | New |
| Webster Bank, N. A. | 143 | $16.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 144 | $17.0K | 0.01% | −72−33.3% | Reduced |
| Kerr Financial Planning Corp | 148 | $17.1K | 0.02% | +2+1.4% | Added |
| Sachetta, LLC | 148 | $17.1K | 0.01% | +39+35.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 151 | $17.5K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 153 | $17.8K | 0.00% | +153 | New |
| Plante Moran Financial Advisors, LLC | 156 | $18.1K | 0.00% | −100−39.1% | Reduced |
| Triumph Capital Management | 158 | $18.3K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 166 | $19.2K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 167 | $19.3K | 0.00% | −172−50.7% | Reduced |
| Grove Bank & Trust | 170 | $19.7K | 0.00% | −80−32.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 177 | $20.5K | 0.01% | +177 | New |
| Richard W. Paul & Associates, LLC | 179 | $20.7K | 0.01% | +98+121.0% | Added |
| Hoese & Co LLP | 180 | $20.8K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 184 | $21.3K | 0.02% | +184 | New |
| SBI Securities Co., Ltd. | 185 | $21.4K | 0.00% | −47−20.3% | Reduced |
| Fortitude Family Office, LLC | 187 | $21.6K | 0.00% | +52+38.5% | Added |
| Wolff Wiese Magana LLC | 193 | $22.3K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 193 | $22.3K | 0.02% | +5+2.7% | Added |
| SHP Wealth Management | 196 | $22.7K | 0.00% | +27+16.0% | Added |
| Prosperity Bancshares Inc | 199 | $23.0K | 0.02% | +44+28.4% | Added |
| Harbor Investment Advisory, LLC | 200 | $23.2K | 0.00% | −78−28.1% | Reduced |
| Bank of New Hampshire | 200 | $23.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 202 | $23.4K | 0.00% | +6+3.1% | Added |
| LOM Asset Management Ltd | 205 | $23.7K | 0.01% | −80−28.1% | Reduced |
| WPG Advisers, LLC | 219 | $25.4K | 0.02% | −129−37.1% | Reduced |
| Synergy Investment Management, LLC | 227 | $26.3K | 0.01% | +227 | New |
| Boyd Watterson Asset Management LLC | 228 | $26.4K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 228 | $26.4K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 231 | $26.7K | 0.01% | +6+2.7% | Added |
| Whittier Trust Co of Nevada Inc | 236 | $27.5K | 0.00% | +214+972.7% | Added |
| Godfrey Financial Associates, Inc. | 240 | $27.8K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 245 | $28.4K | 0.01% | −127−34.1% | Reduced |
| UMA Financial Services, Inc. | 246 | $28.5K | 0.00% | +131+113.9% | Added |
| Hughes Financial Services, LLC | 247 | $28.6K | 0.00% | +9+3.8% | Added |
| Coastline Trust Co | 249 | $28.8K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 250 | $28.9K | 0.01% | +250 | New |
| Quest 10 Wealth Builders, Inc. | 252 | $29.2K | 0.03% | +22+9.6% | Added |
| Hilltop National Bank | 259 | $30.0K | 0.01% | +259 | New |
| Princeton Global Asset Management LLC | 265 | $30.6K | 0.00% | +1+0.4% | Added |
| Salomon & Ludwin, LLC | 265 | $31.2K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 300 | $31.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 278 | $32.2K | 0.01% | +42+17.8% | Added |
| Basecamp Wealth Advisors LLC | 279 | $32.3K | 0.01% | −81−22.5% | Reduced |
| New England Capital Financial Advisors LLC | 280 | $32.4K | 0.01% | +1+0.4% | Added |
| Silvant Capital Management LLC | 290 | $33.6K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 291 | $33.7K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 294 | $34.0K | 0.02% | +3+1.0% | Added |
| GoalVest Advisory LLC | 294 | $34.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 295 | $34.2K | 0.00% | +295 | New |
| Owl Creek Wealth Partners LLC | 300 | $34.7K | 0.01% | +300 | New |
| Valley National Advisers Inc | 316 | $36.0K | 0.00% | −33−9.5% | Reduced |
| Peoples Financial Services Corp. | 326 | $37.7K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 326 | $37.7K | 0.00% | +127+63.8% | Added |
| Medallion Wealth Advisors, LLC | 332 | $38.4K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 332 | $38.4K | 0.01% | +332 | New |
| Center for Financial Planning, Inc. | 333 | $38.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 337 | $39.0K | 0.01% | +253+301.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 338 | $39.1K | 0.01% | −287−45.9% | Reduced |
| United Community Bank | 340 | $39.4K | 0.01% | +340 | New |
| Valued Wealth Advisors LLC | 343 | $39.7K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 362 | $41.9K | 0.01% | +345+2,029.4% | Added |
| Napier Financial, LLC | 366 | $42.4K | 0.01% | +366 | New |
| William B. Walkup & Associates, Inc. | 398 | $43.4K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 378 | $43.8K | 0.03% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 380 | $44.0K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 391 | $45.3K | 0.00% | −65−14.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 397 | $46.0K | 0.00% | +42+11.8% | Added |
| Lavaca Capital LLC | 400 | $46.3K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 414 | $47.0K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 415 | $48.1K | 0.00% | +398+2,341.2% | Added |
| Keating Financial Advisory Services, Inc. | 418 | $48.3K | 0.01% | −29−6.5% | Reduced |
| MBM Wealth Consultants, LLC | 420 | $48.7K | 0.01% | +420 | New |