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 |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 1,487 | $172.2K | 0.04% | +619+71.3% | Added |
| Quent Capital, LLC | 1,436 | $166.2K | 0.01% | +35+2.5% | Added |
| Whittier Trust Co | 1,412 | $164.8K | 0.00% | +80+6.0% | Added |
| Measured Wealth Private Client Group, LLC | 1,412 | $163.5K | 0.04% | 00.0% | Unchanged |
| Align Financial, LLC | 1,405 | $162.7K | 0.09% | −146,766−99.1% | Reduced |
| Trust Co | 1,379 | $159.7K | 0.01% | +11+0.8% | Added |
| Meramec Financial Planners, LLC | 1,386 | $159.6K | 0.06% | +3+0.2% | Added |
| Financial Perspectives, Inc | 1,338 | $154.9K | 0.04% | 00.0% | Unchanged |
| NBT Bank N A | 1,314 | $152.1K | 0.01% | +789+150.3% | Added |
| Quarry LP | 1,222 | $141.5K | 0.03% | −3,108−71.8% | Reduced |
| CoreCap Advisors, LLC | 1,213 | $140.5K | 0.00% | +9+0.7% | Added |
| Centaurus Financial, Inc. | 1,212 | $140.0K | 0.01% | +2+0.2% | Added |
| Signature Equity Partners, LLC | 1,187 | $137.4K | 0.07% | +185+18.5% | Added |
| Financial Network Wealth Advisors LLC | 1,150 | $133.1K | 0.14% | −78−6.4% | Reduced |
| Avanza Fonder AB | 1,134 | $131.3K | 0.00% | +103+10.0% | Added |
| Evermay Wealth Management LLC | 1,128 | $130.6K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,060 | $122.7K | 0.00% | −50−4.5% | Reduced |
| TFC Financial Management | 1,054 | $122.0K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,050 | $121.6K | 0.00% | −238−18.5% | Reduced |
| RMG Wealth Management LLC | 1,059 | $119.4K | 0.01% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,000 | $116.1K | 0.09% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $113.7K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 976 | $113.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 966 | $111.8K | 0.01% | +78+8.8% | Added |
| Cromwell Holdings LLC | 955 | $110.6K | 0.06% | +9+1.0% | Added |
| Capital Advisors, Ltd. LLC | 913 | $106.0K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 903 | $104.5K | 0.00% | +903 | New |
| First Pacific Financial | 902 | $104.4K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 893 | $103.7K | 0.07% | −21−2.3% | Reduced |
| Rossby Financial, LCC | 884 | $102.7K | 0.02% | +11+1.3% | Added |
| Rosenberg Matthew Hamilton | 882 | $102.1K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 882 | $102.1K | 0.00% | +269+43.9% | Added |
| Boit C F David | 867 | $100.4K | 0.04% | 00.0% | Unchanged |
| Joseph Group Capital Management | 864 | $100.0K | 0.02% | +64+8.0% | Added |
| Banque Cantonale Vaudoise | 867 | $100.0K | 0.00% | −3,474−80.0% | Reduced |
| Southern Michigan Bank & Trust | 863 | $99.9K | 0.04% | +863 | New |
| Oakworth Capital, Inc. | 862 | $99.8K | 0.01% | −89−9.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 840 | $96.8K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 816 | $94.5K | 0.01% | −175−17.7% | Reduced |
| Arcadia Investment Management Corp | 802 | $92.8K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 786 | $91.0K | 0.03% | +348+79.5% | Added |
| Loomis Sayles & Co L P | 772 | $89.4K | 0.00% | +2+0.3% | Added |
| Wall Street Financial Group, Inc. | 755 | $87.4K | 0.05% | +755 | New |
| GW&K Investment Management, LLC | 732 | $85.0K | 0.00% | −15−2.0% | Reduced |
| Bank of Jackson Hole Trust | 733 | $84.9K | 0.04% | +101+16.0% | Added |
| Financial Consulate, Inc | 708 | $81.9K | 0.01% | +64+9.9% | Added |
| Ancora Advisors, LLC | 694 | $80.3K | 0.00% | −55−7.3% | Reduced |
| Strengthening Families & Communities, LLC | 668 | $77.4K | 0.02% | −16−2.3% | Reduced |
| Andra AP-fonden | 661 | $76.5K | 0.00% | +661 | New |
| Independence Bank of Kentucky | 656 | $75.9K | 0.01% | −100−13.2% | Reduced |
| Clean Yield Group | 617 | $71.4K | 0.02% | −250−28.8% | Reduced |
| Hollencrest Capital Management | 612 | $70.9K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 600 | $69.5K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 597 | $68.7K | 0.01% | +322+117.1% | Added |
| Anchor Investment Management, LLC | 587 | $68.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 584 | $67.6K | 0.01% | −37−6.0% | Reduced |
| Robbins Farley LLC | 584 | $67.6K | 0.03% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $67.1K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 571 | $66.1K | 0.01% | +176+44.6% | Added |
| CNB Bank | 564 | $65.3K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $62.5K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 540 | $62.5K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 521 | $60.3K | 0.01% | 00.0% | Unchanged |
| Bayban | 520 | $60.2K | 0.05% | −3,536−87.2% | Reduced |
| Salem Investment Counselors Inc | 519 | $60.1K | 0.00% | +519 | New |
| MidFirst Bank | 506 | $58.6K | 0.00% | +24+5.0% | Added |
| Ostrum Asset Management | 504 | $58.3K | 0.00% | +8+1.6% | Added |
| Bruce G. Allen Investments, LLC | 496 | $57.4K | 0.04% | −5−1.0% | Reduced |
| HHM Wealth Advisors, LLC | 485 | $56.2K | 0.01% | +281+137.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 480 | $55.6K | 0.01% | +6+1.3% | Added |
| POM Investment Strategies, LLC | 474 | $54.9K | 0.07% | +423+829.4% | Added |
| Birchwood Financial Partners, Inc. | 465 | $53.9K | 0.05% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 465 | $53.8K | 0.00% | +465 | New |
| JPL Wealth Management, LLC | 458 | $53.0K | 0.01% | +458 | New |
| First Horizon Corp | 457 | $52.9K | 0.00% | +24+5.5% | Added |
| Seneschal Advisors, LLC | 453 | $52.4K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 451 | $52.0K | 0.00% | +451 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $50.9K | 0.02% | 00.0% | Unchanged |
| Vanguard National Trust Co | 431 | $49.9K | 0.00% | +431 | New |
| Essex Investment Management Co LLC | 430 | $49.8K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 423 | $49.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 420 | $48.7K | 0.01% | +420 | New |
| Keating Financial Advisory Services, Inc. | 418 | $48.3K | 0.01% | −29−6.5% | Reduced |
| MCF Advisors LLC | 415 | $48.1K | 0.00% | +398+2,341.2% | Added |
| Strategic Wealth Advisors LLC | 414 | $47.0K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $46.3K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 397 | $46.0K | 0.00% | +42+11.8% | Added |
| Asset Dedication, LLC | 391 | $45.3K | 0.00% | −65−14.3% | Reduced |
| Aventus Investment Advisors, Inc. | 380 | $44.0K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 378 | $43.8K | 0.03% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 398 | $43.4K | 0.03% | 00.0% | Unchanged |
| Napier Financial, LLC | 366 | $42.4K | 0.01% | +366 | New |
| Cedar Mountain Advisors, LLC | 362 | $41.9K | 0.01% | +345+2,029.4% | Added |
| Valued Wealth Advisors LLC | 343 | $39.7K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 340 | $39.4K | 0.01% | +340 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 338 | $39.1K | 0.01% | −287−45.9% | Reduced |
| True Wealth Design, LLC | 337 | $39.0K | 0.01% | +253+301.2% | Added |
| Center for Financial Planning, Inc. | 333 | $38.6K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 332 | $38.4K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 332 | $38.4K | 0.01% | +332 | New |