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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 4,088 | $473.3K | 0.01% | −513−11.1% | Reduced |
| Harvest Fund Management Co., Ltd | 4,103 | $475.0K | 0.02% | −10,191−71.3% | Reduced |
| Bullock Wealth Management Group | 4,098 | $476.1K | 0.24% | +22+0.5% | Added |
| Aprio Wealth Management, LLC | 4,113 | $476.2K | 0.03% | +685+20.0% | Added |
| Keystone Financial Group | 4,152 | $480.9K | 0.03% | +1,627+64.4% | Added |
| Robertson Stephens Wealth Management, LLC | 4,168 | $482.5K | 0.01% | +19+0.5% | Added |
| Certior Financial Group, LLC | 4,177 | $483.5K | 0.31% | +134+3.3% | Added |
| AlphaStar Capital Management, LLC | 4,189 | $485.0K | 0.04% | +131+3.2% | Added |
| Old Second National Bank of Aurora | 4,196 | $485.8K | 0.10% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,213 | $487.8K | 0.01% | +4,213 | New |
| Frec Markets, Inc. | 4,223 | $488.9K | 0.08% | +2,275+116.8% | Added |
| Oarsman Capital, Inc. | 4,241 | $491.0K | 0.06% | −210−4.7% | Reduced |
| Carl P. Sherr & Co., LLC | 4,249 | $491.9K | 0.23% | −44−1.0% | Reduced |
| Kera Capital Partners, Inc. | 4,254 | $492.5K | 0.06% | +229+5.7% | Added |
| Redmond Asset Management, LLC | 4,300 | $497.8K | 0.14% | −100−2.3% | Reduced |
| WoodTrust Financial Corp | 4,321 | $500.0K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,319 | $500.0K | 0.13% | +220+5.4% | Added |
| Forum Financial Management, LP | 4,322 | $500.4K | 0.01% | −73−1.7% | Reduced |
| Thrive Wealth Management, LLC | 4,335 | $501.8K | 0.07% | −1,013−18.9% | Reduced |
| Custom Index Systems, LLC | 4,350 | $503.6K | 0.22% | −112−2.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,368 | $505.7K | 0.05% | +386+9.7% | Added |
| Colonial Trust Advisors | 4,372 | $506.1K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4,379 | $506.9K | 0.04% | +29+0.7% | Added |
| Boothbay Fund Management, LLC | 4,470 | $517.5K | 0.01% | −5,036−53.0% | Reduced |
| Marshall Investment Management, LLC | 4,481 | $518.7K | 0.25% | +37+0.8% | Added |
| Chesley Taft & Associates LLC | 4,482 | $518.9K | 0.02% | −88−1.9% | Reduced |
| Perigon Wealth Management, LLC | 4,504 | $521.4K | 0.01% | +881+24.3% | Added |
| Hudock, Inc. | 4,513 | $522.5K | 0.08% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 4,528 | $524.2K | 0.15% | −162−3.5% | Reduced |
| West Paces Advisors Inc. | 4,542 | $525.9K | 0.10% | −173−3.7% | Reduced |
| Segment Wealth Management, LLC | 4,549 | $526.6K | 0.03% | −322−6.6% | Reduced |
| GAM Holding AG | 4,559 | $527.8K | 0.05% | +4,559 | New |
| EverSource Wealth Advisors, LLC | 4,584 | $530.7K | 0.02% | +411+9.8% | Added |
| Gibbs Wealth Management | 4,589 | $531.3K | 0.07% | +1,606+53.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,622 | $535.1K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,654 | $538.7K | 0.03% | +75+1.6% | Added |
| Smith, Moore & Co. | 4,663 | $539.9K | 0.04% | −40−0.9% | Reduced |
| Skba Capital Management LLC | 4,665 | $540.1K | 0.07% | 00.0% | Unchanged |
| Banco Santander, S.A. | 4,671 | $540.8K | 0.00% | +4,671 | New |
| Phillips Wealth Planners LLC | 4,824 | $544.0K | 0.41% | +1,207+33.4% | Added |
| Csenge Advisory Group | 4,711 | $545.4K | 0.02% | −287−5.7% | Reduced |
| Advisor OS, LLC | 4,717 | $546.1K | 0.04% | +2,790+144.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 4,718 | $546.1K | 0.04% | −49−1.0% | Reduced |
| Financial Advisory Partners, LLC | 4,718 | $546.2K | 0.15% | −143−2.9% | Reduced |
| Paradigm Financial Partners, LLC | 4,743 | $549.1K | 0.10% | −636−11.8% | Reduced |
| HBK Sorce Advisory LLC | 4,948 | $552.5K | 0.01% | −1,109−18.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 4,792 | $554.8K | 0.01% | +196+4.3% | Added |
| Voleon Capital Management LP | 4,806 | $556.4K | 0.01% | +4,806 | New |
| Mill Capital Management, LLC | 4,824 | $558.5K | 0.04% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 4,825 | $558.6K | 0.28% | +15+0.3% | Added |
| Colter Lewis Investment Partners LLC | 4,846 | $561.0K | 0.53% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,850 | $561.5K | 0.00% | −5,769−54.3% | Reduced |
| Change Path, LLC | 4,856 | $562.2K | 0.01% | +167+3.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 4,893 | $566.4K | 0.06% | 00.0% | Unchanged |
| Midwest Trust Co | 4,900 | $567.3K | 0.01% | −2,873−37.0% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $567.3K | 0.43% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 4,902 | $567.5K | 0.05% | +2,293+87.9% | Added |
| CAPROCK Group, Inc. | 4,923 | $570.0K | 0.01% | −3,985−44.7% | Reduced |
| Savvy Advisors, Inc. | 4,931 | $570.9K | 0.02% | +2,215+81.6% | Added |
| Fiduciary Trust Co | 4,959 | $574.1K | 0.01% | −5,576−52.9% | Reduced |
| FWL Investment Management, LLC | 5,000 | $578.9K | 0.13% | +5,000 | New |
| Fifth Third Wealth Advisors LLC | 5,007 | $579.7K | 0.02% | +502+11.1% | Added |
| Ambassador Advisors, LLC | 5,049 | $584.6K | 0.09% | +84+1.7% | Added |
| Daymark Wealth Partners, LLC | 5,112 | $591.8K | 0.02% | −552−9.7% | Reduced |
| Capital Advisors Inc | 5,156 | $596.9K | 0.01% | +1,528+42.1% | Added |
| Dougherty & Associates, LLC | 5,162 | $597.7K | 0.55% | −90−1.7% | Reduced |
| TSFG, LLC | 5,168 | $598.0K | 0.09% | +36+0.7% | Added |
| Paragon Private Wealth Management, LLC | 5,179 | $599.6K | 0.19% | −185−3.4% | Reduced |
| Sym Financial Corp | 5,179 | $599.6K | 0.06% | −46−0.9% | Reduced |
| Loudon Investment Management, LLC | 5,180 | $599.7K | 0.32% | 00.0% | Unchanged |
| TCW Group Inc | 5,191 | $601.0K | 0.00% | +251+5.1% | Added |
| Boston Family Office LLC | 5,211 | $603.0K | 0.04% | +5,211 | New |
| Tema ETFs LLC | 5,222 | $604.6K | 0.04% | +21+0.4% | Added |
| V-Square Quantitative Management LLC | 5,230 | $605.5K | 0.06% | +1,203+29.9% | Added |
| Gradient Investments LLC | 5,233 | $605.8K | 0.01% | 00.0% | Unchanged |
| Odyssean, LLC | 5,233 | $605.8K | 0.22% | +5,233 | New |
| MPS Loria Financial Planners, LLC | 5,245 | $607.2K | 0.16% | −81−1.5% | Reduced |
| Diversify Wealth Management, LLC | 5,327 | $610.0K | 0.01% | +5,327 | New |
| Peapack Gladstone Financial Corp | 5,267 | $610.0K | 0.01% | −99−1.8% | Reduced |
| Coldstream Capital Management Inc | 5,278 | $611.0K | 0.01% | −217−3.9% | Reduced |
| Kingdom Financial Group LLC. | 5,321 | $616.0K | 0.18% | −20−0.4% | Reduced |
| Lloyd Advisory Services, LLC. | 5,321 | $616.0K | 0.18% | +4,671+718.6% | Added |
| Hutner Capital Management Inc | 5,336 | $617.7K | 0.25% | −20−0.4% | Reduced |
| Parallel Advisors, LLC | 5,356 | $620.1K | 0.01% | +922+20.8% | Added |
| Aptus Capital Advisors, LLC | 5,379 | $622.7K | 0.01% | −1,265−19.0% | Reduced |
| Blossom Wealth Management | 5,406 | $625.9K | 0.93% | −433−7.4% | Reduced |
| Resources Management Corp | 5,409 | $626.0K | 0.08% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 5,416 | $627.0K | 0.09% | +419+8.4% | Added |
| Eastern Bank | 5,422 | $627.7K | 0.01% | +18+0.3% | Added |
| Park Place Capital Corp | 5,463 | $632.5K | 0.13% | +3,254+147.3% | Added |
| Madison Asset Management, LLC | 5,485 | $635.0K | 0.01% | +5,485 | New |
| Moneta Group Investment Advisors LLC | 5,490 | $635.6K | 0.00% | +1,911+53.4% | Added |
| Walleye Capital LLC | 5,515 | $638.5K | 0.00% | +5,428+6,239.1% | Added |
| Brown Brothers Harriman & Co | 5,523 | $639.4K | 0.00% | +2,176+65.0% | Added |
| Aviva PLC | 5,527 | $639.9K | 0.00% | +281+5.4% | Added |
| ProVise Management Group, LLC | 5,541 | $641.5K | 0.05% | +140+2.6% | Added |
| City State Bank | 5,580 | $646.0K | 0.17% | −12−0.2% | Reduced |
| Adviser Investments LLC | 5,602 | $648.6K | 0.01% | −461−7.6% | Reduced |
| Syon Capital LLC | 5,608 | $649.2K | 0.03% | −797−12.4% | Reduced |
| Moors & Cabot, Inc. | 5,640 | $653.0K | 0.03% | +98+1.8% | Added |