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 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 2,285 | $264.5K | 0.00% | +2,285 | New |
| Spirepoint Private Client, LLC | 2,286 | $264.6K | 0.03% | −53−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,306 | $267.0K | 0.13% | −10.0% | Reduced |
| Drive Wealth Management, LLC | 2,312 | $267.7K | 0.06% | −73−3.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,331 | $268.3K | 0.06% | −60−2.5% | Reduced |
| LCNB Corp | 2,318 | $268.4K | 0.09% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 2,334 | $270.2K | 0.01% | −46,156−95.2% | Reduced |
| Roman Butler Fullerton & Co | 2,310 | $270.9K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,344 | $271.4K | 0.00% | +298+14.6% | Added |
| Resonant Capital Advisors, LLC | 2,349 | $271.9K | 0.01% | +2,349 | New |
| Atticus Wealth Management, LLC | 2,350 | $272.0K | 0.07% | −191−7.5% | Reduced |
| FIL Ltd | 2,364 | $273.7K | 0.00% | −87,636−97.4% | Reduced |
| Choate Investment Advisors | 2,365 | $273.8K | 0.01% | +18+0.8% | Added |
| Hilltop Partners LLC | 2,370 | $274.4K | 0.07% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,372 | $274.6K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $275.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Family Wealth, LLC | 2,383 | $275.9K | 0.20% | +2,383 | New |
| Trust Point Inc. | 2,389 | $276.6K | 0.02% | +7+0.3% | Added |
| Dala Group, LLC | 2,398 | $277.6K | 0.23% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,390 | $277.6K | 0.02% | −116−4.6% | Reduced |
| Continuum Advisory, LLC | 2,407 | $278.7K | 0.03% | −152−5.9% | Reduced |
| First Foundation Advisors | 2,415 | $279.6K | 0.01% | −38−1.5% | Reduced |
| Code Waechter LLC | 2,417 | $279.8K | 0.17% | −39−1.6% | Reduced |
| Evergreen Capital Management LLC | 2,417 | $279.8K | 0.01% | +2,417 | New |
| Keystone Financial Group, Inc. | 2,422 | $280.4K | 0.15% | +8+0.3% | Added |
| AMG National Trust Bank | 2,433 | $281.7K | 0.01% | +308+14.5% | Added |
| Midwest Professional Planners, LTD. | 2,457 | $284.4K | 0.07% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 2,460 | $284.8K | 0.01% | −1,201−32.8% | Reduced |
| Everpar Advisors LLC | 2,465 | $285.4K | 0.10% | +498+25.3% | Added |
| Norris Perne & French LLP | 2,467 | $285.6K | 0.01% | −304−11.0% | Reduced |
| Integris Wealth Management, LLC | 2,477 | $286.8K | 0.07% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,482 | $287.3K | 0.16% | +120+5.1% | Added |
| Walsh & Associates, LLC | 2,484 | $287.6K | 0.29% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 2,520 | $292.0K | 0.20% | −60−2.3% | Reduced |
| OneAscent Investment Solutions LLC | 2,536 | $293.6K | 0.29% | +582+29.8% | Added |
| CIBC World Markets Inc. | 2,542 | $294.3K | 0.00% | −2,035−44.5% | Reduced |
| Excelsior Advisor Network LLC | 2,546 | $294.7K | 0.11% | +2,546 | New |
| TCG Advisory Services, LLC | 2,553 | $295.5K | 0.01% | +639+33.4% | Added |
| Perennial Investment Advisors, LLC | 2,554 | $295.7K | 0.02% | +479+23.1% | Added |
| Providence Wealth Advisors, LLC | 2,548 | $296.7K | 0.19% | +10.0% | Added |
| John G Ullman & Associates Inc | 2,566 | $297.1K | 0.04% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,645 | $297.7K | 0.01% | +2,645 | New |
| Pure Financial Advisors, Inc. | 2,581 | $298.8K | 0.00% | +262+11.3% | Added |
| Premier Path Wealth Partners, LLC | 2,581 | $298.9K | 0.04% | −97−3.6% | Reduced |
| Capital Investment Services of America, Inc. | 2,586 | $299.4K | 0.03% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 2,588 | $299.6K | 0.28% | +2,588 | New |
| OV Management LLC | 2,598 | $300.8K | 0.61% | −7,144−73.3% | Reduced |
| CX Institutional | 2,603 | $301.0K | 0.01% | +435+20.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,605 | $301.6K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,607 | $302.0K | 0.10% | +2,607 | New |
| MTM Investment Management, LLC | 2,610 | $302.2K | 0.10% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,610 | $302.2K | 0.07% | +2+0.1% | Added |
| Planning Center, Inc. | 2,611 | $302.3K | 0.03% | +229+9.6% | Added |
| Intrust Bank NA | 2,614 | $302.6K | 0.02% | +2,614 | New |
| Expressive Wealth LLC | 2,668 | $304.0K | 0.29% | −126−4.5% | Reduced |
| Busey Wealth Management | 2,629 | $304.4K | 0.01% | −101−3.7% | Reduced |
| Connecticut Capital Management Group, LLC | 2,634 | $304.9K | 0.29% | −2−0.1% | Reduced |
| Bailard, Inc. | 2,634 | $304.9K | 0.01% | +2+0.1% | Added |
| Atlantic Union Bankshares Corp | 2,642 | $305.9K | 0.01% | +324+14.0% | Added |
| Grant Private Wealth Management Inc | 2,644 | $306.1K | 0.16% | +2,644 | New |
| Ironwood Investment Counsel, LLC | 2,654 | $307.3K | 0.04% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,660 | $308.0K | 0.01% | +2,660 | New |
| Wealthcare Advisory Partners LLC | 2,662 | $308.2K | 0.01% | −5−0.2% | Reduced |
| Mather Group, LLC. | 2,671 | $309.2K | 0.00% | +36+1.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,674 | $309.5K | 0.02% | +677+33.9% | Added |
| Camden Capital, LLC | 2,684 | $310.7K | 0.02% | +2,684 | New |
| Capital Asset Advisory Services LLC | 2,702 | $311.1K | 0.01% | −123−4.4% | Reduced |
| Liberty Wealth Management LLC | 2,688 | $311.2K | 0.04% | +303+12.7% | Added |
| Live Oak Private Wealth LLC | 2,692 | $311.7K | 0.04% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,694 | $312.2K | 0.02% | +81+3.1% | Added |
| Parkside Financial Bank & Trust | 2,700 | $312.6K | 0.02% | +9+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 2,701 | $312.7K | 0.03% | +2,701 | New |
| Essex Financial Services, Inc. | 2,703 | $312.9K | 0.02% | −33−1.2% | Reduced |
| Guardian Capital, LLC | 2,704 | $313.0K | 0.30% | −1,420−34.4% | Reduced |
| Successful Portfolios LLC | 2,732 | $315.8K | 0.17% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $317.8K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,768 | $320.5K | 0.15% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 2,776 | $321.4K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,784 | $322.3K | 0.01% | −28−1.0% | Reduced |
| Lodestone Wealth Management LLC | 2,787 | $322.7K | 0.13% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,793 | $323.4K | 0.13% | 00.0% | Unchanged |
| 71 West Capital Partners | 2,808 | $325.1K | 0.01% | −35−1.2% | Reduced |
| Dividend Assets Capital, LLC | 2,810 | $325.3K | 0.06% | +874+45.1% | Added |
| DSG Capital Advisors, LLC | 2,827 | $327.3K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,834 | $328.1K | 0.02% | +77+2.8% | Added |
| Summit Asset Management, LLC | 2,835 | $328.2K | 0.05% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,824 | $328.8K | 0.01% | +2,824 | New |
| truNorth Financial Services, Inc. | 2,842 | $329.0K | 0.34% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,867 | $331.9K | 0.05% | +2,867 | New |
| BankChampaign, National Association | 2,881 | $333.5K | 0.33% | −1,008−25.9% | Reduced |
| FSM Wealth Advisors, LLC | 2,883 | $333.8K | 0.04% | +57+2.0% | Added |
| Principle Wealth Partners LLC | 2,895 | $335.2K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2,900 | $335.7K | 0.04% | −50−1.7% | Reduced |
| Beacon Investment Advisors LLC | 2,907 | $336.5K | 0.13% | +9+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,931 | $339.3K | 0.03% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 2,937 | $340.0K | 0.07% | +2,937 | New |
| Compass Financial Group, INC | 2,938 | $340.1K | 0.05% | 00.0% | Unchanged |
| Moment Partners, LLC | 2,948 | $341.2K | 0.06% | −11−0.4% | Reduced |
| Chesapeake Asset Management LLC | 2,970 | $343.8K | 0.28% | −260−8.0% | Reduced |
| Defined Wealth Management, LLC | 2,971 | $344.0K | 0.20% | +3+0.1% | Added |