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 |
|---|---|---|---|---|---|
| MBE Wealth Management, LLC | 2,793 | $323.4K | 0.13% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,787 | $322.7K | 0.13% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,784 | $322.3K | 0.01% | −28−1.0% | Reduced |
| D L Carlson Investment Group Inc | 2,776 | $321.4K | 0.06% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,768 | $320.5K | 0.15% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $317.8K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,732 | $315.8K | 0.17% | 00.0% | Unchanged |
| Guardian Capital, LLC | 2,704 | $313.0K | 0.30% | −1,420−34.4% | Reduced |
| Essex Financial Services, Inc. | 2,703 | $312.9K | 0.02% | −33−1.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,701 | $312.7K | 0.03% | +2,701 | New |
| Parkside Financial Bank & Trust | 2,700 | $312.6K | 0.02% | +9+0.3% | Added |
| CFS Investment Advisory Services, LLC | 2,694 | $312.2K | 0.02% | +81+3.1% | Added |
| Live Oak Private Wealth LLC | 2,692 | $311.7K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,688 | $311.2K | 0.04% | +303+12.7% | Added |
| Capital Asset Advisory Services LLC | 2,702 | $311.1K | 0.01% | −123−4.4% | Reduced |
| Camden Capital, LLC | 2,684 | $310.7K | 0.02% | +2,684 | New |
| Turtle Creek Wealth Advisors, LLC | 2,674 | $309.5K | 0.02% | +677+33.9% | Added |
| Mather Group, LLC. | 2,671 | $309.2K | 0.00% | +36+1.4% | Added |
| Wealthcare Advisory Partners LLC | 2,662 | $308.2K | 0.01% | −5−0.2% | Reduced |
| Heritage Investors Management Corp | 2,660 | $308.0K | 0.01% | +2,660 | New |
| Ironwood Investment Counsel, LLC | 2,654 | $307.3K | 0.04% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 2,644 | $306.1K | 0.16% | +2,644 | New |
| Atlantic Union Bankshares Corp | 2,642 | $305.9K | 0.01% | +324+14.0% | Added |
| 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 |
| Busey Wealth Management | 2,629 | $304.4K | 0.01% | −101−3.7% | Reduced |
| Expressive Wealth LLC | 2,668 | $304.0K | 0.29% | −126−4.5% | Reduced |
| Intrust Bank NA | 2,614 | $302.6K | 0.02% | +2,614 | New |
| Planning Center, Inc. | 2,611 | $302.3K | 0.03% | +229+9.6% | Added |
| 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 |
| FDx Advisors, Inc. | 2,607 | $302.0K | 0.10% | +2,607 | New |
| Steigerwald, Gordon & Koch Inc. | 2,605 | $301.6K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 2,603 | $301.0K | 0.01% | +435+20.1% | Added |
| OV Management LLC | 2,598 | $300.8K | 0.61% | −7,144−73.3% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 2,588 | $299.6K | 0.28% | +2,588 | New |
| Capital Investment Services of America, Inc. | 2,586 | $299.4K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,581 | $298.9K | 0.04% | −97−3.6% | Reduced |
| Pure Financial Advisors, Inc. | 2,581 | $298.8K | 0.00% | +262+11.3% | Added |
| VestGen Advisors, LLC | 2,645 | $297.7K | 0.01% | +2,645 | New |
| John G Ullman & Associates Inc | 2,566 | $297.1K | 0.04% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,548 | $296.7K | 0.19% | +10.0% | Added |
| Perennial Investment Advisors, LLC | 2,554 | $295.7K | 0.02% | +479+23.1% | Added |
| TCG Advisory Services, LLC | 2,553 | $295.5K | 0.01% | +639+33.4% | Added |
| Excelsior Advisor Network LLC | 2,546 | $294.7K | 0.11% | +2,546 | New |
| CIBC World Markets Inc. | 2,542 | $294.3K | 0.00% | −2,035−44.5% | Reduced |
| OneAscent Investment Solutions LLC | 2,536 | $293.6K | 0.29% | +582+29.8% | Added |
| Pinnacle West Asset Management, Inc. | 2,520 | $292.0K | 0.20% | −60−2.3% | Reduced |
| Walsh & Associates, LLC | 2,484 | $287.6K | 0.29% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,482 | $287.3K | 0.16% | +120+5.1% | Added |
| Integris Wealth Management, LLC | 2,477 | $286.8K | 0.07% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,467 | $285.6K | 0.01% | −304−11.0% | Reduced |
| Everpar Advisors LLC | 2,465 | $285.4K | 0.10% | +498+25.3% | Added |
| Sowell Financial Services LLC | 2,460 | $284.8K | 0.01% | −1,201−32.8% | Reduced |
| Midwest Professional Planners, LTD. | 2,457 | $284.4K | 0.07% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,433 | $281.7K | 0.01% | +308+14.5% | Added |
| Keystone Financial Group, Inc. | 2,422 | $280.4K | 0.15% | +8+0.3% | Added |
| Evergreen Capital Management LLC | 2,417 | $279.8K | 0.01% | +2,417 | New |
| Code Waechter LLC | 2,417 | $279.8K | 0.17% | −39−1.6% | Reduced |
| First Foundation Advisors | 2,415 | $279.6K | 0.01% | −38−1.5% | Reduced |
| Continuum Advisory, LLC | 2,407 | $278.7K | 0.03% | −152−5.9% | Reduced |
| International Assets Investment Management, LLC | 2,390 | $277.6K | 0.02% | −116−4.6% | Reduced |
| Dala Group, LLC | 2,398 | $277.6K | 0.23% | 00.0% | Unchanged |
| Trust Point Inc. | 2,389 | $276.6K | 0.02% | +7+0.3% | Added |
| Atlantic Family Wealth, LLC | 2,383 | $275.9K | 0.20% | +2,383 | New |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $275.5K | 0.01% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,372 | $274.6K | 0.03% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,370 | $274.4K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,365 | $273.8K | 0.01% | +18+0.8% | Added |
| FIL Ltd | 2,364 | $273.7K | 0.00% | −87,636−97.4% | Reduced |
| Atticus Wealth Management, LLC | 2,350 | $272.0K | 0.07% | −191−7.5% | Reduced |
| Resonant Capital Advisors, LLC | 2,349 | $271.9K | 0.01% | +2,349 | New |
| Capital Investment Advisors, LLC | 2,344 | $271.4K | 0.00% | +298+14.6% | Added |
| Roman Butler Fullerton & Co | 2,310 | $270.9K | 0.07% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 2,334 | $270.2K | 0.01% | −46,156−95.2% | Reduced |
| LCNB Corp | 2,318 | $268.4K | 0.09% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,331 | $268.3K | 0.06% | −60−2.5% | Reduced |
| Drive Wealth Management, LLC | 2,312 | $267.7K | 0.06% | −73−3.1% | Reduced |
| Alliance Wealth Advisors, LLC | 2,306 | $267.0K | 0.13% | −10.0% | Reduced |
| Spirepoint Private Client, LLC | 2,286 | $264.6K | 0.03% | −53−2.3% | Reduced |
| Sapient Capital LLC | 2,285 | $264.5K | 0.00% | +2,285 | New |
| Petersen Hastings Wealth Advisors Inc. | 2,282 | $264.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 2,272 | $263.3K | 0.00% | +48+2.2% | Added |
| Valeo Financial Advisors, LLC | 2,249 | $260.4K | 0.01% | +234+11.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,246 | $260.0K | 0.01% | +165+7.9% | Added |
| L2 Asset Management, LLC | 2,237 | $259.0K | 0.02% | +2,237 | New |
| Cambria Investment Management, L.P. | 2,234 | $258.6K | 0.01% | −161−6.7% | Reduced |
| Financial Engines Advisors L.L.C. | 2,233 | $258.5K | 0.00% | −877−28.2% | Reduced |
| Second Line Capital, LLC | 2,191 | $258.4K | 0.05% | +4+0.2% | Added |
| Massmutual Trust Co FSB | 2,209 | $255.7K | 0.01% | −36−1.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,208 | $255.6K | 0.01% | +2,199+24,433.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,202 | $254.9K | 0.07% | +2,202 | New |
| Perkins Coie Trust Co | 2,202 | $254.9K | 0.05% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,200 | $254.7K | 0.09% | −265−10.8% | Reduced |
| Meadowbrook Advisors Group, LLC | 2,200 | $254.7K | 0.15% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,197 | $254.3K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,194 | $254.0K | 0.02% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,192 | $253.8K | 0.02% | −263−10.7% | Reduced |
| Avidian Wealth Solutions, LLC | 2,187 | $253.2K | 0.01% | +222+11.3% | Added |
| WealthShield Partners, LLC | 2,179 | $252.3K | 0.03% | 00.0% | Unchanged |