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 |
|---|---|---|---|---|---|
| Graybill Bartz & Assoc Ltd | 2,981 | $345.1K | 0.11% | 00.0% | Unchanged |
| Bank of Stockton | 2,982 | $345.2K | 0.11% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,996 | $346.8K | 0.28% | +27+0.9% | Added |
| LS Investment Advisors, LLC | 3,000 | $347.3K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,005 | $347.9K | 0.01% | −115−3.7% | Reduced |
| Jacobi Capital Management LLC | 3,019 | $349.6K | 0.02% | −95−3.1% | Reduced |
| Dahring | Cusmano LLC | 3,030 | $350.8K | 0.22% | +24+0.8% | Added |
| Fulcrum Asset Management LLP | 3,046 | $351.3K | 0.05% | −13,843−82.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,040 | $351.9K | 0.23% | +46+1.5% | Added |
| Gryphon Financial Partners LLC | 3,056 | $353.8K | 0.04% | +118+4.0% | Added |
| Walkner Condon Financial Advisors LLC | 3,056 | $353.8K | 0.05% | +72+2.4% | Added |
| ERTS Wealth Advisors, LLC | 3,059 | $354.1K | 0.11% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,059 | $354.1K | 0.02% | +4+0.1% | Added |
| Independent Financial Group, LLC | 3,067 | $355.0K | 0.01% | +76+2.5% | Added |
| Cary Street Partners Financial LLC | 3,069 | $355.3K | 0.01% | +127+4.3% | Added |
| Checchi Capital Advisers, LLC | 3,083 | $357.0K | 0.02% | +634+25.9% | Added |
| Commerzbank Aktiengesellschaft | 3,086 | $357.0K | 0.01% | −5,225−62.9% | Reduced |
| Rexford Capital Inc | 3,086 | $357.3K | 0.26% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,111 | $358.8K | 0.02% | −167−5.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,120 | $361.2K | 0.16% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,135 | $363.0K | 0.06% | 00.0% | Unchanged |
| 1st Source Bank | 3,141 | $363.6K | 0.02% | +120+4.0% | Added |
| Argent Trust Co | 3,141 | $363.6K | 0.01% | +704+28.9% | Added |
| GeoWealth Management, LLC | 3,148 | $364.4K | 0.01% | +51+1.6% | Added |
| Cypress Wealth Services, LLC | 3,149 | $364.6K | 0.05% | −18−0.6% | Reduced |
| True Vision MN LLC | 3,152 | $364.9K | 0.19% | +26+0.8% | Added |
| Gladstone Institutional Advisory LLC | 3,156 | $365.4K | 0.01% | +329+11.6% | Added |
| IMC-Chicago, LLC | 3,173 | $367.3K | 0.01% | +3,173 | New |
| Glenview Trust Co | 3,175 | $367.6K | 0.01% | −548−14.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,381 | $368.5K | 0.12% | +1,269+60.1% | Added |
| Insight Wealth Strategies, LLC | 3,199 | $370.3K | 0.04% | −545−14.6% | Reduced |
| Maridea Wealth Management LLC | 3,202 | $370.7K | 0.05% | +3,202 | New |
| PUREfi Wealth, LLC | 3,223 | $373.1K | 0.24% | +14+0.4% | Added |
| SkyView Investment Advisors, LLC | 3,249 | $376.0K | 0.05% | +3,249 | New |
| B&L Asset Management LLC | 3,253 | $376.6K | 0.16% | +7+0.2% | Added |
| Sterling Investment Advisors LLC | 3,262 | $377.6K | 0.18% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,263 | $377.8K | 0.12% | +1,088+50.0% | Added |
| Aegis Wealth Management LLC | 3,296 | $381.6K | 0.22% | −25−0.8% | Reduced |
| Livet Wealth, LLC | 3,335 | $386.1K | 0.25% | −191−5.4% | Reduced |
| SageView Advisory Group, LLC | 3,335 | $386.1K | 0.01% | −527−13.6% | Reduced |
| Ariston Services Group | 0 | $387.9K | 0.23% | −3,351−100.0% | Reduced |
| Qtron Investments LLC | 3,354 | $388.3K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,354 | $388.3K | 0.08% | +3,354 | New |
| Wedmont Private Capital | 3,320 | $389.3K | 0.01% | −140−4.0% | Reduced |
| Hibernia Wealth Partners, LLC | 3,367 | $389.8K | 0.12% | +106+3.3% | Added |
| Maple Capital Management, Inc. | 3,367 | $389.8K | 0.03% | 00.0% | Unchanged |
| Nvest Financial, LLC | 3,398 | $393.4K | 0.15% | 00.0% | Unchanged |
| F/M Investments LLC | 3,401 | $393.7K | 0.03% | −60−1.7% | Reduced |
| Fisher Asset Management, LLC | 3,401 | $393.8K | 0.00% | +1,229+56.6% | Added |
| Strategy Asset Managers LLC | 3,402 | $393.9K | 0.06% | −22−0.6% | Reduced |
| PFG Advisors | 3,405 | $394.2K | 0.02% | +3,405 | New |
| Monument Capital Management | 3,418 | $395.7K | 0.10% | −1,107−24.5% | Reduced |
| Greenfield Savings Bank | 3,427 | $396.7K | 0.17% | −25−0.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,455 | $400.0K | 0.02% | −3−0.1% | Reduced |
| Candriam Luxembourg S.C.A. | 3,456 | $400.1K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,463 | $400.9K | 0.04% | −18,464−84.2% | Reduced |
| Chicago Partners Investment Group LLC | 3,548 | $402.3K | 0.01% | +634+21.8% | Added |
| Spire Wealth Management | 3,505 | $405.8K | 0.01% | +3,087+738.5% | Added |
| Avaii Wealth Management, LLC | 3,522 | $407.7K | 0.14% | +323+10.1% | Added |
| Cornerstone Enterprises, LLC | 3,524 | $408.0K | 0.20% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,529 | $408.6K | 0.02% | −2,553−42.0% | Reduced |
| Wealthquest Corp | 3,529 | $408.6K | 0.03% | +47+1.3% | Added |
| Brighton Jones LLC | 3,554 | $411.5K | 0.01% | +3,554 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 3,562 | $412.4K | 0.36% | +61+1.7% | Added |
| OneAscent Financial Services LLC | 3,609 | $417.8K | 0.02% | +1,109+44.4% | Added |
| Nilsine Partners, LLC | 3,637 | $418.7K | 0.03% | +54+1.5% | Added |
| Avestar Capital, LLC | 3,618 | $418.9K | 0.03% | +415+13.0% | Added |
| Integrity Alliance, LLC. | 3,634 | $420.8K | 0.02% | +29+0.8% | Added |
| Smartleaf Asset Management LLC | 3,669 | $423.2K | 0.02% | +477+14.9% | Added |
| Dynamic Advisor Solutions LLC | 3,662 | $424.0K | 0.01% | +48+1.3% | Added |
| Hanson & Doremus Investment Management | 3,659 | $424.0K | 0.05% | −83−2.2% | Reduced |
| WealthTrust Axiom LLC | 3,666 | $424.4K | 0.10% | 00.0% | Unchanged |
| Zacks Investment Management | 3,687 | $426.8K | 0.00% | +21+0.6% | Added |
| PAX Financial Group, LLC | 3,700 | $428.3K | 0.07% | −992−21.1% | Reduced |
| Buska Wealth Management, LLC | 3,700 | $428.3K | 0.17% | +832+29.0% | Added |
| ZWJ Investment Counsel Inc | 3,719 | $430.5K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,719 | $430.6K | 0.09% | +681+22.4% | Added |
| OpenArc Corporate Advisory, LLC | 3,724 | $431.1K | 0.01% | +148+4.1% | Added |
| AdvisorNet Financial, Inc | 3,739 | $432.9K | 0.02% | +31+0.8% | Added |
| CWA Asset Management Group, LLC | 3,760 | $435.3K | 0.01% | +325+9.5% | Added |
| Impact Partnership Wealth, LLC | 3,770 | $436.5K | 0.05% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 3,788 | $438.5K | 0.24% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 3,793 | $439.1K | 0.42% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,806 | $441.0K | 0.03% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,824 | $442.7K | 0.04% | +33+0.9% | Added |
| Smithfield Trust Co | 3,856 | $445.0K | 0.02% | +50+1.3% | Added |
| West Family Investments, Inc. | 3,853 | $446.1K | 0.16% | +9+0.2% | Added |
| Indivisible Partners | 3,889 | $450.2K | 0.04% | +342+9.6% | Added |
| Tarbox Family Office, Inc. | 3,918 | $453.6K | 0.07% | −341−8.0% | Reduced |
| Zhang Financial LLC | 3,931 | $455.1K | 0.02% | −65−1.6% | Reduced |
| Bruce & Co., Inc. | 3,945 | $456.7K | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,966 | $459.1K | 0.08% | −1,590−28.6% | Reduced |
| International Private Wealth Advisors LLC | 3,975 | $460.2K | 0.28% | +109+2.8% | Added |
| Vontobel Holding Ltd. | 3,982 | $461.0K | 0.00% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,000 | $463.1K | 0.05% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,029 | $466.4K | 0.03% | −23−0.6% | Reduced |
| Master's Wealth Management Inc. | 4,043 | $468.1K | 0.16% | +1,232+43.8% | Added |
| Everence Capital Management Inc | 4,050 | $469.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,058 | $469.8K | 0.09% | +400+10.9% | Added |
| Kovack Advisors, Inc. | 4,077 | $473.3K | 0.03% | −11−0.3% | Reduced |