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 |
|---|---|---|---|---|---|
| Hoey Investments, Inc | 423 | $49.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $49.8K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 431 | $49.9K | 0.00% | +431 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $50.9K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 451 | $52.0K | 0.00% | +451 | New |
| Seneschal Advisors, LLC | 453 | $52.4K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 457 | $52.9K | 0.00% | +24+5.5% | Added |
| JPL Wealth Management, LLC | 458 | $53.0K | 0.01% | +458 | New |
| True Link Financial Advisors, LLC | 465 | $53.8K | 0.00% | +465 | New |
| Birchwood Financial Partners, Inc. | 465 | $53.9K | 0.05% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 474 | $54.9K | 0.07% | +423+829.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 480 | $55.6K | 0.01% | +6+1.3% | Added |
| HHM Wealth Advisors, LLC | 485 | $56.2K | 0.01% | +281+137.7% | Added |
| Bruce G. Allen Investments, LLC | 496 | $57.4K | 0.04% | −5−1.0% | Reduced |
| Ostrum Asset Management | 504 | $58.3K | 0.00% | +8+1.6% | Added |
| MidFirst Bank | 506 | $58.6K | 0.00% | +24+5.0% | Added |
| Salem Investment Counselors Inc | 519 | $60.1K | 0.00% | +519 | New |
| Bayban | 520 | $60.2K | 0.05% | −3,536−87.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 521 | $60.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 540 | $62.5K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $62.5K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 564 | $65.3K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 571 | $66.1K | 0.01% | +176+44.6% | Added |
| St. Johns Investment Management Company, LLC | 580 | $67.1K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 584 | $67.6K | 0.01% | −37−6.0% | Reduced |
| Robbins Farley LLC | 584 | $67.6K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 587 | $68.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 597 | $68.7K | 0.01% | +322+117.1% | Added |
| Tanglewood Legacy Advisors, LLC | 600 | $69.5K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 612 | $70.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 617 | $71.4K | 0.02% | −250−28.8% | Reduced |
| Independence Bank of Kentucky | 656 | $75.9K | 0.01% | −100−13.2% | Reduced |
| Andra AP-fonden | 661 | $76.5K | 0.00% | +661 | New |
| Strengthening Families & Communities, LLC | 668 | $77.4K | 0.02% | −16−2.3% | Reduced |
| Ancora Advisors, LLC | 694 | $80.3K | 0.00% | −55−7.3% | Reduced |
| Financial Consulate, Inc | 708 | $81.9K | 0.01% | +64+9.9% | Added |
| Bank of Jackson Hole Trust | 733 | $84.9K | 0.04% | +101+16.0% | Added |
| GW&K Investment Management, LLC | 732 | $85.0K | 0.00% | −15−2.0% | Reduced |
| Wall Street Financial Group, Inc. | 755 | $87.4K | 0.05% | +755 | New |
| Loomis Sayles & Co L P | 772 | $89.4K | 0.00% | +2+0.3% | Added |
| Deseret Mutual Benefit Administrators | 786 | $91.0K | 0.03% | +348+79.5% | Added |
| Arcadia Investment Management Corp | 802 | $92.8K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 816 | $94.5K | 0.01% | −175−17.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 840 | $96.8K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 862 | $99.8K | 0.01% | −89−9.4% | Reduced |
| Southern Michigan Bank & Trust | 863 | $99.9K | 0.04% | +863 | New |
| Banque Cantonale Vaudoise | 867 | $100.0K | 0.00% | −3,474−80.0% | Reduced |
| Joseph Group Capital Management | 864 | $100.0K | 0.02% | +64+8.0% | Added |
| Boit C F David | 867 | $100.4K | 0.04% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 882 | $102.1K | 0.00% | +269+43.9% | Added |
| Rosenberg Matthew Hamilton | 882 | $102.1K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 884 | $102.7K | 0.02% | +11+1.3% | Added |
| Onefund, LLC | 893 | $103.7K | 0.07% | −21−2.3% | Reduced |
| First Pacific Financial | 902 | $104.4K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 903 | $104.5K | 0.00% | +903 | New |
| Capital Advisors, Ltd. LLC | 913 | $106.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 955 | $110.6K | 0.06% | +9+1.0% | Added |
| SJS Investment Consulting Inc. | 966 | $111.8K | 0.01% | +78+8.8% | Added |
| Prestige Wealth Management Group LLC | 976 | $113.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $113.7K | 0.03% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,000 | $116.1K | 0.09% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,059 | $119.4K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,050 | $121.6K | 0.00% | −238−18.5% | Reduced |
| TFC Financial Management | 1,054 | $122.0K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,060 | $122.7K | 0.00% | −50−4.5% | Reduced |
| Evermay Wealth Management LLC | 1,128 | $130.6K | 0.01% | 00.0% | Unchanged |
| Avanza Fonder AB | 1,134 | $131.3K | 0.00% | +103+10.0% | Added |
| Financial Network Wealth Advisors LLC | 1,150 | $133.1K | 0.14% | −78−6.4% | Reduced |
| Signature Equity Partners, LLC | 1,187 | $137.4K | 0.07% | +185+18.5% | Added |
| Centaurus Financial, Inc. | 1,212 | $140.0K | 0.01% | +2+0.2% | Added |
| CoreCap Advisors, LLC | 1,213 | $140.5K | 0.00% | +9+0.7% | Added |
| Quarry LP | 1,222 | $141.5K | 0.03% | −3,108−71.8% | Reduced |
| NBT Bank N A | 1,314 | $152.1K | 0.01% | +789+150.3% | Added |
| Financial Perspectives, Inc | 1,338 | $154.9K | 0.04% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 1,386 | $159.6K | 0.06% | +3+0.2% | Added |
| Trust Co | 1,379 | $159.7K | 0.01% | +11+0.8% | Added |
| Align Financial, LLC | 1,405 | $162.7K | 0.09% | −146,766−99.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,412 | $163.5K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 1,412 | $164.8K | 0.00% | +80+6.0% | Added |
| Quent Capital, LLC | 1,436 | $166.2K | 0.01% | +35+2.5% | Added |
| Strategic Investment Solutions, Inc. | 1,487 | $172.2K | 0.04% | +619+71.3% | Added |
| Versant Capital Management, Inc | 1,576 | $182.5K | 0.02% | +739+88.3% | Added |
| TIAA Wealth Investment Management LLC | 1,598 | $185.0K | 0.00% | +1,598 | New |
| Creative Financial Designs Inc | 1,633 | $189.0K | 0.01% | +431+35.9% | Added |
| JNBA Financial Advisors | 1,664 | $192.6K | 0.02% | +416+33.3% | Added |
| Fideuram Asset Management (Ireland) dac | 1,735 | $193.1K | 0.02% | +756+77.2% | Added |
| Richardson Financial Services Inc. | 1,676 | $194.0K | 0.12% | −50−2.9% | Reduced |
| Virtus Investment Advisers, Inc. | 1,680 | $194.5K | 0.05% | +130+8.4% | Added |
| Hills Bank & Trust Co | 1,686 | $195.2K | 0.01% | −187−10.0% | Reduced |
| Operose Advisors LLC | 1,704 | $197.3K | 0.05% | +124+7.8% | Added |
| Guinness Asset Management LTD | 1,715 | $198.5K | 0.00% | +683+66.2% | Added |
| Modera Wealth Management, LLC | 1,747 | $202.2K | 0.00% | +1,747 | New |
| Monetary Management Group Inc | 1,750 | $202.6K | 0.05% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,750 | $202.6K | 0.01% | +1,750 | New |
| Walker Asset Management, LLC | 1,760 | $203.8K | 0.11% | +1,760 | New |
| Old North State Wealth Management, LLC | 1,761 | $204.2K | 0.09% | −402−18.6% | Reduced |
| Artesa Financial Group, LLC | 1,764 | $204.2K | 0.19% | +1,764 | New |
| Wrapmanager Inc | 1,767 | $204.6K | 0.07% | +1,767 | New |
| Shelton Capital Management | 1,770 | $204.9K | 0.00% | +1,770 | New |
| Radnor Capital Management, LLC | 1,778 | $205.8K | 0.03% | +1,778 | New |