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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 326 | $37.7K | 0.00% | +127+63.8% | Added |
| Peoples Financial Services Corp. | 326 | $37.7K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 316 | $36.0K | 0.00% | −33−9.5% | Reduced |
| Owl Creek Wealth Partners LLC | 300 | $34.7K | 0.01% | +300 | New |
| RWM Asset Management, LLC | 295 | $34.2K | 0.00% | +295 | New |
| GoalVest Advisory LLC | 294 | $34.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 294 | $34.0K | 0.02% | +3+1.0% | Added |
| Paladin Partners, LLC | 291 | $33.7K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 290 | $33.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 280 | $32.4K | 0.01% | +1+0.4% | Added |
| Basecamp Wealth Advisors LLC | 279 | $32.3K | 0.01% | −81−22.5% | Reduced |
| Truvestments Capital LLC | 278 | $32.2K | 0.01% | +42+17.8% | Added |
| Prudent Man Investment Management, Inc. | 300 | $31.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 265 | $31.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 265 | $30.6K | 0.00% | +1+0.4% | Added |
| Hilltop National Bank | 259 | $30.0K | 0.01% | +259 | New |
| Quest 10 Wealth Builders, Inc. | 252 | $29.2K | 0.03% | +22+9.6% | Added |
| VSM Wealth Advisory, LLC | 250 | $28.9K | 0.01% | +250 | New |
| Coastline Trust Co | 249 | $28.8K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 247 | $28.6K | 0.00% | +9+3.8% | Added |
| UMA Financial Services, Inc. | 246 | $28.5K | 0.00% | +131+113.9% | Added |
| Olistico Wealth, LLC | 245 | $28.4K | 0.01% | −127−34.1% | Reduced |
| Godfrey Financial Associates, Inc. | 240 | $27.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 236 | $27.5K | 0.00% | +214+972.7% | Added |
| Gen-Wealth Partners Inc | 231 | $26.7K | 0.01% | +6+2.7% | Added |
| Boyd Watterson Asset Management LLC | 228 | $26.4K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 228 | $26.4K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 227 | $26.3K | 0.01% | +227 | New |
| WPG Advisers, LLC | 219 | $25.4K | 0.02% | −129−37.1% | Reduced |
| LOM Asset Management Ltd | 205 | $23.7K | 0.01% | −80−28.1% | Reduced |
| MV Capital Management, Inc. | 202 | $23.4K | 0.00% | +6+3.1% | Added |
| Harbor Investment Advisory, LLC | 200 | $23.2K | 0.00% | −78−28.1% | Reduced |
| Bank of New Hampshire | 200 | $23.2K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 199 | $23.0K | 0.02% | +44+28.4% | Added |
| SHP Wealth Management | 196 | $22.7K | 0.00% | +27+16.0% | Added |
| Wolff Wiese Magana LLC | 193 | $22.3K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 193 | $22.3K | 0.02% | +5+2.7% | Added |
| Fortitude Family Office, LLC | 187 | $21.6K | 0.00% | +52+38.5% | Added |
| SBI Securities Co., Ltd. | 185 | $21.4K | 0.00% | −47−20.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 184 | $21.3K | 0.02% | +184 | New |
| Hoese & Co LLP | 180 | $20.8K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 179 | $20.7K | 0.01% | +98+121.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 177 | $20.5K | 0.01% | +177 | New |
| Grove Bank & Trust | 170 | $19.7K | 0.00% | −80−32.0% | Reduced |
| Elequin Capital LP | 167 | $19.3K | 0.00% | −172−50.7% | Reduced |
| First Community Trust NA | 166 | $19.2K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 158 | $18.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 156 | $18.1K | 0.00% | −100−39.1% | Reduced |
| Community Financial Services Group, LLC | 153 | $17.8K | 0.00% | +153 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 151 | $17.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 148 | $17.1K | 0.01% | +39+35.8% | Added |
| Kerr Financial Planning Corp | 148 | $17.1K | 0.02% | +2+1.4% | Added |
| Covestor Ltd | 144 | $17.0K | 0.01% | −72−33.3% | Reduced |
| Webster Bank, N. A. | 143 | $16.6K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 140 | $16.2K | 0.01% | +140 | New |
| Stone House Investment Management, LLC | 137 | $15.9K | 0.00% | +47+52.2% | Added |
| Midwest Capital Advisors, LLC | 136 | $15.7K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 130 | $15.1K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 128 | $14.8K | 0.00% | +13+11.3% | Added |
| Rogco, LP | 126 | $14.6K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 123 | $14.2K | 0.00% | +123 | New |
| EFG International AG | 123 | $14.2K | 0.00% | +123 | New |
| CGC Financial Services, LLC | 120 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 119 | $13.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 117 | $13.5K | 0.00% | +117 | New |
| Kimelman & Baird, LLC | 116 | $13.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 115 | $13.3K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 114 | $13.2K | 0.01% | +114 | New |
| DHJJ Financial Advisors, Ltd. | 112 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 111 | $12.8K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 109 | $12.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 106 | $12.3K | 0.00% | −59−35.8% | Reduced |
| Key Financial Inc | 106 | $12.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 102 | $11.8K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 102 | $11.8K | 0.00% | +41+67.2% | Added |
| RHL Group, LLC | 101 | $11.7K | 0.01% | +101 | New |
| Costello Asset Management, INC | 100 | $11.6K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $11.6K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 100 | $11.6K | 0.01% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 98 | $11.3K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 98 | $11.3K | 0.00% | +98 | New |
| Wilkerson Advisory Group LLC | 96 | $11.1K | 0.00% | +53+123.3% | Added |
| Hazlett, Burt & Watson, Inc. | 96 | $11.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 93 | $10.8K | 0.01% | −2−2.1% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 89 | $10.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 88 | $10.2K | 0.00% | −97−52.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 85 | $9.84K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 84 | $9.72K | 0.00% | +2+2.4% | Added |
| Solstein Capital, LLC | 82 | $9.49K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 82 | $9.47K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 77 | $8.91K | 0.01% | +77 | New |
| Ares Financial Consulting, LLC | 72 | $8.36K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 72 | $8.34K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 66 | $7.67K | 0.00% | −119−64.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 65 | $7.47K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 64 | $7.47K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 64 | $7.41K | 0.00% | +64 | New |
| Accent Capital Management, LLC | 63 | $7.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 63 | $7.29K | 0.01% | +8+14.5% | Added |
| Kilter Group LLC | 62 | $7.18K | 0.00% | +42+210.0% | Added |