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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 5,674 | $656.9K | 0.06% | +5,674 | New |
| Atomi Financial Group, Inc. | 5,687 | $658.4K | 0.02% | −2,201−27.9% | Reduced |
| Centennial Wealth Advisory LLC | 5,722 | $662.5K | 0.16% | +496+9.5% | Added |
| Kesler, Norman & Wride, LLC | 5,755 | $666.3K | 0.11% | +6+0.1% | Added |
| GTS Securities LLC | 5,766 | $667.5K | 0.02% | +2,524+77.9% | Added |
| Signaturefd, LLC | 5,829 | $674.8K | 0.01% | −144−2.4% | Reduced |
| TBH Global Asset Management, LLC | 5,834 | $675.4K | 0.14% | +13+0.2% | Added |
| Haverford Trust Co | 5,842 | $676.3K | 0.01% | +1,248+27.2% | Added |
| Ballentine Partners, LLC | 5,933 | $686.9K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 5,942 | $687.9K | 0.17% | −60−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,989 | $693.3K | 0.01% | +229+4.0% | Added |
| Advisors Management Group Inc | 6,006 | $695.0K | 0.13% | −244−3.9% | Reduced |
| Dakota Wealth Management | 6,031 | $698.2K | 0.02% | −9−0.1% | Reduced |
| Focus Financial Network, Inc. | 6,034 | $698.5K | 0.03% | +69+1.2% | Added |
| Assenagon Asset Management S.A. | 6,043 | $699.6K | 0.00% | −189,641−96.9% | Reduced |
| CWS Financial Advisors, LLC | 6,055 | $701.0K | 0.18% | +404+7.1% | Added |
| Central Trust Co | 6,077 | $703.5K | 0.01% | +402+7.1% | Added |
| Invst, LLC | 6,082 | $704.1K | 0.08% | +6,082 | New |
| Cerro Pacific Wealth Advisors LLC | 6,085 | $704.5K | 0.18% | −141−2.3% | Reduced |
| Harbour Investment Management LLC | 6,115 | $707.9K | 0.38% | −815−11.8% | Reduced |
| Trust Co of Toledo NA | 6,157 | $712.8K | 0.07% | −347−5.3% | Reduced |
| Private Trust Co NA | 6,164 | $713.6K | 0.06% | +328+5.6% | Added |
| North Star Asset Management Inc | 6,170 | $714.3K | 0.03% | −179−2.8% | Reduced |
| Advisors Capital Management, LLC | 6,175 | $715.0K | 0.01% | +990+19.1% | Added |
| Diversified Trust Co | 6,232 | $721.5K | 0.01% | +78+1.3% | Added |
| Bridges Investment Management Inc | 6,237 | $722.1K | 0.01% | −100−1.6% | Reduced |
| Danske Bank A/S | 6,259 | $724.6K | 0.00% | +700+12.6% | Added |
| Journey Strategic Wealth LLC | 6,262 | $725.0K | 0.02% | −90−1.4% | Reduced |
| Bradley Foster & Sargent Inc | 6,308 | $730.3K | 0.01% | −927−12.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 6,313 | $730.9K | 0.64% | −14,159−69.2% | Reduced |
| Evolve Private Wealth, LLC | 6,370 | $737.5K | 0.04% | +457+7.7% | Added |
| Mount Yale Investment Advisors, LLC | 6,393 | $740.1K | 0.02% | +1,333+26.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,410 | $742.0K | 0.04% | −2,249−26.0% | Reduced |
| Sagespring Wealth Partners, LLC | 6,413 | $742.4K | 0.01% | +608+10.5% | Added |
| Ti-Trust, Inc | 6,430 | $744.4K | 0.44% | 00.0% | Unchanged |
| Umb Bank N A | 6,550 | $758.3K | 0.01% | +160+2.5% | Added |
| Stonebridge Capital Advisors LLC | 6,715 | $777.4K | 0.05% | −93−1.4% | Reduced |
| Legacy Wealth Managment, LLC | 6,740 | $780.3K | 0.39% | +47+0.7% | Added |
| Burling Wealth Partners, LLC | 6,859 | $794.1K | 0.13% | −1,203−14.9% | Reduced |
| Tyche Wealth Partners LLC | 6,875 | $795.9K | 0.12% | +221+3.3% | Added |
| Stephenson National Bank & Trust | 6,923 | $801.5K | 0.23% | −100−1.4% | Reduced |
| Centiva Capital, LP | 6,941 | $803.6K | 0.04% | +6,941 | New |
| Regal Investment Advisors LLC | 6,996 | $809.9K | 0.05% | −49−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 7,019 | $812.6K | 0.03% | +2,339+50.0% | Added |
| Venturi Wealth Management, LLC | 7,146 | $827.3K | 0.04% | −403−5.3% | Reduced |
| Lazard Asset Management LLC | 7,175 | $830.6K | 0.00% | −15,409−68.2% | Reduced |
| Searle & Co. | 7,200 | $833.5K | 0.21% | −1,000−12.2% | Reduced |
| Chicago Trust Co NA | 7,214 | $835.2K | 0.13% | −289−3.9% | Reduced |
| Martingale Asset Management L P | 7,228 | $836.8K | 0.02% | −4,255−37.1% | Reduced |
| North Star Investment Management Corp. | 7,289 | $843.9K | 0.05% | 00.0% | Unchanged |
| Golden State Equity Partners | 7,296 | $844.6K | 0.06% | +3,895+114.5% | Added |
| Investment House LLC | 7,300 | $845.1K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,363 | $852.5K | 0.04% | +1,095+17.5% | Added |
| Integrated Advisors Network LLC | 7,400 | $856.7K | 0.04% | +235+3.3% | Added |
| Waterway Wealth Management, LLC | 7,410 | $857.8K | 0.19% | +35+0.5% | Added |
| Gateway Wealth Partners, LLC | 7,411 | $857.9K | 0.03% | +4,411+147.0% | Added |
| Canada Post Corp Registered Pension Plan | 7,452 | $862.7K | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,499 | $868.2K | 0.10% | −50−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,504 | $868.7K | 0.04% | −675−8.3% | Reduced |
| Heartland Bank & Trust Co | 7,527 | $871.4K | 0.20% | +2,488+49.4% | Added |
| Clifford Swan Investment Counsel LLC | 7,554 | $874.5K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 7,584 | $878.0K | 0.39% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,613 | $881.4K | 0.01% | −1,007−11.7% | Reduced |
| Turning Point Benefit Group, Inc. | 7,578 | $884.6K | 0.56% | −68−0.9% | Reduced |
| Avantax Planning Partners, Inc. | 7,644 | $884.9K | 0.02% | +28+0.4% | Added |
| DF Dent & Co Inc | 7,732 | $895.1K | 0.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 7,734 | $895.4K | 0.20% | −10.0% | Reduced |
| Revisor Wealth Management LLC | 7,739 | $895.9K | 0.25% | +67+0.9% | Added |
| Sound View Wealth Advisors Group, LLC | 7,777 | $900.3K | 0.06% | −231−2.9% | Reduced |
| Winch Advisory Services, LLC | 7,791 | $902.0K | 0.21% | +45+0.6% | Added |
| Exchange Traded Concepts, LLC | 7,910 | $915.7K | 0.01% | −319−3.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $919.3K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7,953 | $920.7K | 0.02% | +960+13.7% | Added |
| Greenleaf Trust | 7,998 | $925.9K | 0.01% | +646+8.8% | Added |
| Laird Norton Trust Company, LLC | 7,999 | $926.0K | 0.02% | −51−0.6% | Reduced |
| First United Bank Trust | 8,045 | $931.4K | 0.30% | +340+4.4% | Added |
| LMR Partners LLP | 8,046 | $931.5K | 0.01% | +2,928+57.2% | Added |
| Reuter James Wealth Management, LLC | 8,094 | $937.0K | 0.13% | +3,958+95.7% | Added |
| Callan Family Office, LLC | 8,097 | $937.4K | 0.02% | −493−5.7% | Reduced |
| Motley Fool Wealth Management, LLC | 8,223 | $952.0K | 0.11% | −3,060−27.1% | Reduced |
| Meeder Advisory Services, Inc. | 8,227 | $952.4K | 0.04% | −1,259−13.3% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 8,280 | $958.6K | 1.05% | −110−1.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,301 | $961.0K | 0.02% | +331+4.2% | Added |
| Hartford Funds Management Co LLC | 8,346 | $966.5K | 0.08% | +1,623+24.1% | Added |
| Quantbot Technologies LP | 8,367 | $968.6K | 0.04% | −19,660−70.1% | Reduced |
| Westpac Banking Corp | 8,384 | $970.6K | 0.07% | +182+2.2% | Added |
| Resources Investment Advisors, LLC. | 8,397 | $972.1K | 0.01% | +580+7.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,405 | $973.0K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,414 | $974.1K | 0.05% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 8,476 | $981.3K | 0.14% | +501+6.3% | Added |
| PFG Investments, LLC | 8,490 | $982.9K | 0.05% | +300+3.7% | Added |
| EP Wealth Advisors, LLC | 8,538 | $988.4K | 0.00% | +1,373+19.2% | Added |
| Chicago Capital, LLC | 8,564 | $991.5K | 0.03% | −2,371−21.7% | Reduced |
| Intrua Financial, LLC | 8,592 | $994.6K | 0.11% | +307+3.7% | Added |
| WNY Asset Management, LLC | 8,649 | $1.00M | 0.10% | +8,649 | New |
| Skopos Labs, Inc. | 8,656 | $1.00M | 0.03% | +2,939+51.4% | Added |
| Chelsea Counsel Co | 8,672 | $1.00M | 0.45% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 8,646 | $1.00M | 0.02% | +606+7.5% | Added |
| Commerce Advisors, LLC | 8,710 | $1.01M | 0.85% | +8,710 | New |
| Wesbanco Bank Inc | 8,714 | $1.01M | 0.03% | +866+11.0% | Added |