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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 1,779 | $206.0K | 0.00% | −733−29.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,781 | $206.2K | 0.02% | +714+66.9% | Added |
| Perfromance Wealth Partners, LLC | 1,797 | $208.0K | 0.01% | +1,797 | New |
| Correct Capital Wealth Management | 1,800 | $208.4K | 0.04% | +1,800 | New |
| RiverFront Investment Group, LLC | 1,802 | $208.6K | 0.00% | +1,802 | New |
| Biltmore Family Office, LLC | 1,802 | $208.6K | 0.03% | +1,802 | New |
| Endowment Wealth Management, Inc. | 1,802 | $208.6K | 0.09% | +1,802 | New |
| Brady Family Wealth, LLC | 1,804 | $208.8K | 0.07% | +1,804 | New |
| Next Capital Management LLC | 1,806 | $209.1K | 0.06% | +1,806 | New |
| Flagship Harbor Advisors, LLC | 1,807 | $209.2K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,811 | $209.7K | 0.11% | +1,811 | New |
| Ipswich Investment Management Co., Inc. | 1,812 | $209.8K | 0.05% | +1,812 | New |
| Crews Bank & Trust | 1,814 | $210.0K | 0.03% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,819 | $210.6K | 0.05% | +1,819 | New |
| Lazari Capital Management, Inc. | 1,822 | $210.9K | 0.07% | +1,822 | New |
| Pinnacle Associates Ltd | 1,839 | $212.9K | 0.00% | +1,839 | New |
| Finward Bancorp | 1,843 | $213.4K | 0.17% | +1,843 | New |
| Clark Asset Management, LLC | 1,848 | $213.9K | 0.02% | +1,848 | New |
| Boston Private Wealth LLC | 1,862 | $215.4K | 0.01% | −211−10.2% | Reduced |
| Sandro Wealth Management LLC | 1,868 | $216.3K | 0.17% | +1,868 | New |
| Genesis Private Wealth, LLC | 1,871 | $216.6K | 0.07% | +1,871 | New |
| Optas, LLC | 1,877 | $217.3K | 0.03% | −67−3.4% | Reduced |
| IFS Group,LLC | 1,879 | $217.5K | 0.19% | +1,879 | New |
| Summitry LLC | 1,889 | $218.7K | 0.01% | +1,889 | New |
| Tradition Wealth Management, LLC | 1,889 | $218.7K | 0.02% | +1,889 | New |
| First Command Advisory Services, Inc. | 1,897 | $219.6K | 0.00% | +24+1.3% | Added |
| Larson Financial Group LLC | 1,898 | $219.7K | 0.01% | +204+12.0% | Added |
| Boston Research & Management Inc | 1,902 | $220.2K | 0.05% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,905 | $220.5K | 0.04% | 00.0% | Unchanged |
| O'Domhnaill Enterprises, Inc. | 1,912 | $221.4K | 0.18% | +1,912 | New |
| D'Orazio & Associates, Inc. | 1,914 | $221.6K | 0.03% | +1,914 | New |
| OMC Financial Services LTD | 1,922 | $222.5K | 0.09% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 1,929 | $223.4K | 0.16% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,938 | $224.4K | 0.07% | +65+3.5% | Added |
| Addison Advisors LLC | 1,941 | $224.7K | 0.05% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 1,952 | $226.0K | 0.02% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,955 | $226.3K | 0.03% | +1,955 | New |
| Community Bank & Trust, Waco, Texas | 1,964 | $227.0K | 0.05% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,971 | $228.2K | 0.02% | −582−22.8% | Reduced |
| Concorde Asset Management, LLC | 1,978 | $229.0K | 0.11% | −43−2.1% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $230.7K | 0.07% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,997 | $231.2K | 0.05% | +565+39.5% | Added |
| Tompkins Financial Corp | 2,000 | $231.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $232.0K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,016 | $233.4K | 0.05% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,024 | $234.3K | 0.01% | −26−1.3% | Reduced |
| Asset One Wealth Management LLC | 2,076 | $235.8K | 0.03% | −138−6.2% | Reduced |
| Plancorp, LLC | 2,008 | $236.0K | 0.01% | +33+1.7% | Added |
| Panagora Asset Management Inc | 2,041 | $236.3K | 0.00% | −6,973−77.4% | Reduced |
| COFG Advisors, LLC | 2,042 | $236.3K | 0.06% | +16+0.8% | Added |
| Plotkin Financial Advisors, LLC | 2,042 | $236.4K | 0.12% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,045 | $236.8K | 0.02% | +9+0.4% | Added |
| VisionPoint Advisory Group, LLC | 2,048 | $237.1K | 0.04% | −80−3.8% | Reduced |
| Stokes Capital Advisors, LLC | 2,050 | $237.3K | 0.05% | +2,050 | New |
| KilterHowling LLC | 2,050 | $237.4K | 0.12% | +13+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 2,051 | $237.5K | 0.00% | −186−8.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,052 | $237.6K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,062 | $238.8K | 0.01% | −621−23.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,068 | $239.5K | 0.01% | +2,068 | New |
| Kerntke Otto McGlone Wealth Management Group | 2,076 | $240.4K | 0.16% | −44−2.1% | Reduced |
| Neville Rodie & Shaw Inc | 2,078 | $241.0K | 0.02% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,090 | $242.0K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 2,091 | $242.1K | 0.05% | −10.0% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,081 | $242.9K | 0.03% | −1,196−36.5% | Reduced |
| Howe & Rusling Inc | 2,107 | $243.9K | 0.02% | −54−2.5% | Reduced |
| Independent Wealth Network Inc. | 2,110 | $244.3K | 0.07% | −587−21.8% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,122 | $245.7K | 0.20% | −19−0.9% | Reduced |
| RDA Financial Network | 2,126 | $246.1K | 0.06% | −76−3.5% | Reduced |
| Isthmus Partners, LLC | 2,129 | $246.5K | 0.03% | −131−5.8% | Reduced |
| Equitable Trust Co | 2,132 | $246.8K | 0.01% | +71+3.4% | Added |
| Laurel Oak Wealth Management, LLC | 2,132 | $246.8K | 0.04% | +2,132 | New |
| Connecticut Wealth Management, LLC | 2,132 | $246.9K | 0.01% | +25+1.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $246.9K | 0.38% | −90−4.0% | Reduced |
| Hexagon Capital Partners LLC | 2,136 | $247.3K | 0.04% | +2,136 | New |
| Crestwood Advisors Group LLC | 2,137 | $247.4K | 0.00% | +195+10.0% | Added |
| Sound Income Strategies, LLC | 2,140 | $248.6K | 0.01% | −75−3.4% | Reduced |
| Weaver Capital Management LLC | 2,150 | $248.9K | 0.05% | −315−12.8% | Reduced |
| Tocqueville Asset Management L.P. | 2,151 | $249.0K | 0.00% | −59−2.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,168 | $250.9K | 0.03% | +3+0.1% | Added |
| Hager Investment Management Services, LLC | 2,170 | $251.2K | 0.14% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,177 | $252.0K | 4.35% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,179 | $252.3K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,187 | $253.2K | 0.01% | +222+11.3% | Added |
| Blue Chip Partners, Inc. | 2,192 | $253.8K | 0.02% | −263−10.7% | Reduced |
| Cozad Asset Management Inc | 2,194 | $254.0K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,197 | $254.3K | 0.04% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,200 | $254.7K | 0.09% | −265−10.8% | Reduced |
| Meadowbrook Advisors Group, LLC | 2,200 | $254.7K | 0.15% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,202 | $254.9K | 0.05% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 2,202 | $254.9K | 0.07% | +2,202 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,208 | $255.6K | 0.01% | +2,199+24,433.3% | Added |
| Massmutual Trust Co FSB | 2,209 | $255.7K | 0.01% | −36−1.6% | Reduced |
| Second Line Capital, LLC | 2,191 | $258.4K | 0.05% | +4+0.2% | Added |
| Financial Engines Advisors L.L.C. | 2,233 | $258.5K | 0.00% | −877−28.2% | Reduced |
| Cambria Investment Management, L.P. | 2,234 | $258.6K | 0.01% | −161−6.7% | Reduced |
| L2 Asset Management, LLC | 2,237 | $259.0K | 0.02% | +2,237 | New |
| U.S. Capital Wealth Advisors, LLC | 2,246 | $260.0K | 0.01% | +165+7.9% | Added |
| Valeo Financial Advisors, LLC | 2,249 | $260.4K | 0.01% | +234+11.6% | Added |
| Pinnacle Financial Partners, Inc. | 2,272 | $263.3K | 0.00% | +48+2.2% | Added |
| Petersen Hastings Wealth Advisors Inc. | 2,282 | $264.2K | 0.02% | 00.0% | Unchanged |