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 |
|---|---|---|---|---|---|
| Schmidt P J Investment Management Inc | 8,748 | $1.01M | 0.17% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,782 | $1.02M | 0.01% | +1,262+16.8% | Added |
| Securian Asset Management, Inc | 8,823 | $1.02M | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,862 | $1.03M | 0.01% | −1,117−11.2% | Reduced |
| IHT Wealth Management, LLC | 8,863 | $1.03M | 0.02% | +474+5.7% | Added |
| Portfolio Design Labs, LLC | 8,916 | $1.03M | 0.18% | −4,639−34.2% | Reduced |
| Norden Group LLC | 8,920 | $1.03M | 0.10% | −822−8.4% | Reduced |
| Plus Group Wealth Advisors LLC | 8,963 | $1.04M | 1.14% | +21+0.2% | Added |
| MUFG Securities Americas Inc. | 9,006 | $1.04M | 0.07% | +242+2.8% | Added |
| Portside Wealth Group, LLC | 9,023 | $1.04M | 0.14% | −850−8.6% | Reduced |
| Voya Financial Advisors, Inc. | 9,151 | $1.05M | 0.10% | +357+4.1% | Added |
| Valmark Advisers, Inc. | 9,089 | $1.05M | 0.01% | −14−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 9,113 | $1.05M | 0.02% | −352−3.7% | Reduced |
| Hendershot Investments Inc. | 9,218 | $1.07M | 0.14% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,242 | $1.07M | 0.01% | −662−6.7% | Reduced |
| Entropy Technologies, LP | 9,250 | $1.07M | 0.05% | −14,447−61.0% | Reduced |
| Metis Global Partners, LLC | 9,277 | $1.07M | 0.03% | −24,584−72.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,305 | $1.08M | 0.01% | +59+0.6% | Added |
| North Dakota State Investment Board | 9,411 | $1.09M | 0.05% | −1,540−14.1% | Reduced |
| Bank & Trust Co | 9,516 | $1.10M | 0.74% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 9,571 | $1.11M | 0.43% | −54−0.6% | Reduced |
| American State Bank (Iowa) | 9,584 | $1.11M | 0.53% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 9,621 | $1.11M | 0.65% | +82+0.9% | Added |
| Wealth Architects, LLC | 9,701 | $1.12M | 0.10% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 9,728 | $1.13M | 0.23% | −816−7.7% | Reduced |
| Strategic Investment Advisors | 9,729 | $1.13M | 0.08% | +9,729 | New |
| Gsa Capital Partners LLP | 9,776 | $1.13M | 0.07% | −5,890−37.6% | Reduced |
| Abc Arbitrage SA | 9,846 | $1.14M | 0.15% | +9,846 | New |
| Buckley Wealth Management, LLC | 9,899 | $1.15M | 0.29% | +998+11.2% | Added |
| RIA Advisory Group LLC | 9,915 | $1.15M | 0.28% | +9,915 | New |
| Bryn Mawr Trust Co | 9,940 | $1.15M | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 10,146 | $1.17M | 0.20% | +10,146 | New |
| MAI Capital Management | 10,162 | $1.18M | 0.01% | +1,614+18.9% | Added |
| Apollon Wealth Management, LLC | 10,211 | $1.18M | 0.02% | +215+2.2% | Added |
| WBI Investments | 10,234 | $1.18M | 0.33% | +10,234 | New |
| Millington Securities, LLC | 10,234 | $1.18M | 0.33% | +10,234 | New |
| Northwestern Mutual Investment Management Company, LLC | 10,413 | $1.21M | 0.02% | +20+0.2% | Added |
| First Bank & Trust | 10,434 | $1.21M | 0.19% | +6,634+174.6% | Added |
| Snowden Capital Advisors LLC | 10,438 | $1.21M | 0.03% | +2,084+24.9% | Added |
| Quadrature Capital Ltd | 10,464 | $1.21M | 0.01% | +10,464 | New |
| Toroso Investments, LLC | 10,473 | $1.21M | 0.00% | +3,019+40.5% | Added |
| HighPoint Advisor Group LLC | 10,507 | $1.22M | 0.05% | −31,558−75.0% | Reduced |
| NorthRock Partners, LLC | 10,545 | $1.22M | 0.02% | −272−2.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,658 | $1.23M | 0.04% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 10,684 | $1.24M | 0.08% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 10,694 | $1.24M | 0.45% | −112−1.0% | Reduced |
| MSH Capital Advisors LLC | 10,756 | $1.25M | 0.26% | +59+0.6% | Added |
| Empirical Finance, LLC | 10,758 | $1.25M | 0.06% | −9−0.1% | Reduced |
| South Dakota Investment Council | 10,766 | $1.25M | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 10,838 | $1.25M | 0.06% | +8,161+304.9% | Added |
| Agf Management Ltd | 10,852 | $1.26M | 0.01% | −512−4.5% | Reduced |
| PFW Advisors LLC | 10,856 | $1.26M | 0.40% | −14−0.1% | Reduced |
| Venture Visionary Partners LLC | 10,887 | $1.26M | 0.04% | +31+0.3% | Added |
| ISAM Funds (UK) Ltd | 11,003 | $1.27M | 0.63% | −30,832−73.7% | Reduced |
| Wealthspire Advisors, LLC | 11,011 | $1.27M | 0.01% | −610−5.2% | Reduced |
| Profund Advisors LLC | 11,104 | $1.29M | 0.05% | −5,044−31.2% | Reduced |
| NewEdge Wealth, LLC | 11,117 | $1.29M | 0.02% | −1,356−10.9% | Reduced |
| Summit Financial, LLC | 11,119 | $1.29M | 0.02% | +398+3.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11,133 | $1.29M | 0.53% | −2,010−15.3% | Reduced |
| Charter Capital Management, LLC | 11,187 | $1.30M | 0.65% | +2,144+23.7% | Added |
| Warren Averett Asset Management, LLC | 11,190 | $1.30M | 0.01% | +552+5.2% | Added |
| Tower Research Capital LLC (TRC) | 11,194 | $1.30M | 0.03% | +5,623+100.9% | Added |
| Sumitomo Life Insurance Co | 11,236 | $1.30M | 0.03% | +11,236 | New |
| Blackhawk Capital Partners LLC. | 11,332 | $1.31M | 0.48% | +1,602+16.5% | Added |
| Ronald Blue Trust, Inc. | 11,351 | $1.31M | 0.02% | −4,776−29.6% | Reduced |
| Arkadios Wealth Advisors | 11,361 | $1.32M | 0.02% | −782−6.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 11,430 | $1.32M | 0.18% | +36+0.3% | Added |
| Citizens Financial Group Inc | 11,601 | $1.34M | 0.02% | +399+3.6% | Added |
| Hummer Financial Advisory Services Inc | 11,622 | $1.35M | 0.95% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,648 | $1.35M | 0.02% | −80−0.7% | Reduced |
| Kampmann Melissa S. | 11,680 | $1.35M | 1.09% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 11,700 | $1.35M | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 11,701 | $1.35M | 0.01% | +686+6.2% | Added |
| Enhancing Capital LLC | 11,706 | $1.36M | 1.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,718 | $1.36M | 0.02% | +356+3.1% | Added |
| Vise Technologies, Inc. | 13,041 | $1.38M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 11,944 | $1.38M | 0.07% | +398+3.4% | Added |
| Pinebridge Investments LLC | 11,997 | $1.39M | 0.01% | −11,519−49.0% | Reduced |
| Saudi Central Bank | 12,007 | $1.39M | 0.03% | +12,007 | New |
| Verdence Capital Advisors LLC | 12,072 | $1.40M | 0.08% | +6,186+105.1% | Added |
| Twin City Private Wealth, LLC | 12,128 | $1.40M | 1.07% | −598−4.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,146 | $1.41M | 0.41% | +72+0.6% | Added |
| Sequoia Financial Advisors, LLC | 12,222 | $1.41M | 0.01% | +1,302+11.9% | Added |
| Coastal Bridge Advisors, LLC | 12,269 | $1.42M | 0.10% | +1,018+9.0% | Added |
| Sigma Planning Corp | 12,372 | $1.43M | 0.04% | +34+0.3% | Added |
| Conning Inc. | 12,372 | $1.43M | 0.05% | −251−2.0% | Reduced |
| Twin Capital Management Inc | 12,387 | $1.43M | 0.18% | −212−1.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,673 | $1.47M | 0.00% | +179+1.4% | Added |
| HM Payson & Co | 12,784 | $1.48M | 0.02% | +977+8.3% | Added |
| Landaas & Co | 12,809 | $1.48M | 0.33% | +10.0% | Added |
| Ameritas Advisory Services, LLC | 12,827 | $1.48M | 0.06% | −1,124−8.1% | Reduced |
| Ninepoint Partners LP | 12,863 | $1.49M | 0.18% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 12,897 | $1.49M | 0.02% | +12,897 | New |
| Precedent Wealth Partners, LLC | 12,963 | $1.50M | 0.30% | +1,349+11.6% | Added |
| Heritage Family Offices, LLP | 13,153 | $1.52M | 0.68% | −6,666−33.6% | Reduced |
| IAG Wealth Partners, LLC | 13,191 | $1.53M | 0.17% | +3,044+30.0% | Added |
| Stock Yards Bank & Trust Co | 13,202 | $1.53M | 0.05% | +219+1.7% | Added |
| Diversified Enterprises, LLC | 13,216 | $1.53M | 0.08% | +9,832+290.5% | Added |
| MUFG Securities EMEA plc | 13,336 | $1.54M | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 13,400 | $1.55M | 0.01% | +3,277+32.4% | Added |