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 |
|---|---|---|---|---|---|
| Longboard Asset Management, LP | 2,177 | $252.0K | 4.35% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2,170 | $251.2K | 0.14% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,168 | $250.9K | 0.03% | +3+0.1% | Added |
| Tocqueville Asset Management L.P. | 2,151 | $249.0K | 0.00% | −59−2.7% | Reduced |
| Weaver Capital Management LLC | 2,150 | $248.9K | 0.05% | −315−12.8% | Reduced |
| Sound Income Strategies, LLC | 2,140 | $248.6K | 0.01% | −75−3.4% | Reduced |
| Crestwood Advisors Group LLC | 2,137 | $247.4K | 0.00% | +195+10.0% | Added |
| Hexagon Capital Partners LLC | 2,136 | $247.3K | 0.04% | +2,136 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $246.9K | 0.38% | −90−4.0% | Reduced |
| Connecticut Wealth Management, LLC | 2,132 | $246.9K | 0.01% | +25+1.2% | Added |
| Equitable Trust Co | 2,132 | $246.8K | 0.01% | +71+3.4% | Added |
| Laurel Oak Wealth Management, LLC | 2,132 | $246.8K | 0.04% | +2,132 | New |
| Isthmus Partners, LLC | 2,129 | $246.5K | 0.03% | −131−5.8% | Reduced |
| RDA Financial Network | 2,126 | $246.1K | 0.06% | −76−3.5% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,122 | $245.7K | 0.20% | −19−0.9% | Reduced |
| Independent Wealth Network Inc. | 2,110 | $244.3K | 0.07% | −587−21.8% | Reduced |
| Howe & Rusling Inc | 2,107 | $243.9K | 0.02% | −54−2.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,081 | $242.9K | 0.03% | −1,196−36.5% | Reduced |
| Essex Savings Bank | 2,091 | $242.1K | 0.05% | −10.0% | Reduced |
| Greenwich Wealth Management LLC | 2,090 | $242.0K | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,078 | $241.0K | 0.02% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,076 | $240.4K | 0.16% | −44−2.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,068 | $239.5K | 0.01% | +2,068 | New |
| Ausdal Financial Partners, Inc. | 2,062 | $238.8K | 0.01% | −621−23.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,052 | $237.6K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,051 | $237.5K | 0.00% | −186−8.3% | Reduced |
| KilterHowling LLC | 2,050 | $237.4K | 0.12% | +13+0.6% | Added |
| Stokes Capital Advisors, LLC | 2,050 | $237.3K | 0.05% | +2,050 | New |
| VisionPoint Advisory Group, LLC | 2,048 | $237.1K | 0.04% | −80−3.8% | Reduced |
| Inscription Capital, LLC | 2,045 | $236.8K | 0.02% | +9+0.4% | Added |
| Plotkin Financial Advisors, LLC | 2,042 | $236.4K | 0.12% | 00.0% | Unchanged |
| COFG Advisors, LLC | 2,042 | $236.3K | 0.06% | +16+0.8% | Added |
| Panagora Asset Management Inc | 2,041 | $236.3K | 0.00% | −6,973−77.4% | Reduced |
| Plancorp, LLC | 2,008 | $236.0K | 0.01% | +33+1.7% | Added |
| Asset One Wealth Management LLC | 2,076 | $235.8K | 0.03% | −138−6.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,024 | $234.3K | 0.01% | −26−1.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,016 | $233.4K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $232.0K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $231.5K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,997 | $231.2K | 0.05% | +565+39.5% | Added |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $230.7K | 0.07% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,978 | $229.0K | 0.11% | −43−2.1% | Reduced |
| Oxbow Advisors, LLC | 1,971 | $228.2K | 0.02% | −582−22.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,964 | $227.0K | 0.05% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,955 | $226.3K | 0.03% | +1,955 | New |
| Edgemoor Investment Advisors, Inc. | 1,952 | $226.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,941 | $224.7K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,938 | $224.4K | 0.07% | +65+3.5% | Added |
| Gladwyn Financial Advisors, Inc. | 1,929 | $223.4K | 0.16% | 00.0% | Unchanged |
| OMC Financial Services LTD | 1,922 | $222.5K | 0.09% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,914 | $221.6K | 0.03% | +1,914 | New |
| O'Domhnaill Enterprises, Inc. | 1,912 | $221.4K | 0.18% | +1,912 | New |
| Pacific Capital Wealth Advisors, Inc | 1,905 | $220.5K | 0.04% | 00.0% | Unchanged |
| Boston Research & Management Inc | 1,902 | $220.2K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,898 | $219.7K | 0.01% | +204+12.0% | Added |
| First Command Advisory Services, Inc. | 1,897 | $219.6K | 0.00% | +24+1.3% | Added |
| Tradition Wealth Management, LLC | 1,889 | $218.7K | 0.02% | +1,889 | New |
| Summitry LLC | 1,889 | $218.7K | 0.01% | +1,889 | New |
| IFS Group,LLC | 1,879 | $217.5K | 0.19% | +1,879 | New |
| Optas, LLC | 1,877 | $217.3K | 0.03% | −67−3.4% | Reduced |
| Genesis Private Wealth, LLC | 1,871 | $216.6K | 0.07% | +1,871 | New |
| Sandro Wealth Management LLC | 1,868 | $216.3K | 0.17% | +1,868 | New |
| Boston Private Wealth LLC | 1,862 | $215.4K | 0.01% | −211−10.2% | Reduced |
| Clark Asset Management, LLC | 1,848 | $213.9K | 0.02% | +1,848 | New |
| Finward Bancorp | 1,843 | $213.4K | 0.17% | +1,843 | New |
| Pinnacle Associates Ltd | 1,839 | $212.9K | 0.00% | +1,839 | New |
| Lazari Capital Management, Inc. | 1,822 | $210.9K | 0.07% | +1,822 | New |
| Bill Few Associates, Inc. | 1,819 | $210.6K | 0.05% | +1,819 | New |
| Crews Bank & Trust | 1,814 | $210.0K | 0.03% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,812 | $209.8K | 0.05% | +1,812 | New |
| Enterprise Financial Services Corp | 1,811 | $209.7K | 0.11% | +1,811 | New |
| Flagship Harbor Advisors, LLC | 1,807 | $209.2K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,806 | $209.1K | 0.06% | +1,806 | New |
| Brady Family Wealth, LLC | 1,804 | $208.8K | 0.07% | +1,804 | New |
| Endowment Wealth Management, Inc. | 1,802 | $208.6K | 0.09% | +1,802 | New |
| RiverFront Investment Group, LLC | 1,802 | $208.6K | 0.00% | +1,802 | New |
| Biltmore Family Office, LLC | 1,802 | $208.6K | 0.03% | +1,802 | New |
| Correct Capital Wealth Management | 1,800 | $208.4K | 0.04% | +1,800 | New |
| Perfromance Wealth Partners, LLC | 1,797 | $208.0K | 0.01% | +1,797 | New |
| Transamerica Financial Advisors, Inc. | 1,781 | $206.2K | 0.02% | +714+66.9% | Added |
| Ieq Capital, LLC | 1,779 | $206.0K | 0.00% | −733−29.2% | Reduced |
| Radnor Capital Management, LLC | 1,778 | $205.8K | 0.03% | +1,778 | New |
| Shelton Capital Management | 1,770 | $204.9K | 0.00% | +1,770 | New |
| Wrapmanager Inc | 1,767 | $204.6K | 0.07% | +1,767 | New |
| Artesa Financial Group, LLC | 1,764 | $204.2K | 0.19% | +1,764 | New |
| Old North State Wealth Management, LLC | 1,761 | $204.2K | 0.09% | −402−18.6% | Reduced |
| Walker Asset Management, LLC | 1,760 | $203.8K | 0.11% | +1,760 | New |
| LMCG Investments, LLC | 1,750 | $202.6K | 0.01% | +1,750 | New |
| Monetary Management Group Inc | 1,750 | $202.6K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,747 | $202.2K | 0.00% | +1,747 | New |
| Guinness Asset Management LTD | 1,715 | $198.5K | 0.00% | +683+66.2% | Added |
| Operose Advisors LLC | 1,704 | $197.3K | 0.05% | +124+7.8% | Added |
| Hills Bank & Trust Co | 1,686 | $195.2K | 0.01% | −187−10.0% | Reduced |
| Virtus Investment Advisers, Inc. | 1,680 | $194.5K | 0.05% | +130+8.4% | Added |
| Richardson Financial Services Inc. | 1,676 | $194.0K | 0.12% | −50−2.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,735 | $193.1K | 0.02% | +756+77.2% | Added |
| JNBA Financial Advisors | 1,664 | $192.6K | 0.02% | +416+33.3% | Added |
| Creative Financial Designs Inc | 1,633 | $189.0K | 0.01% | +431+35.9% | Added |
| TIAA Wealth Investment Management LLC | 1,598 | $185.0K | 0.00% | +1,598 | New |
| Versant Capital Management, Inc | 1,576 | $182.5K | 0.02% | +739+88.3% | Added |