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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 61 | $7.06K | 0.00% | −1,328−95.6% | Reduced |
| Reyes Financial Architecture, Inc. | 61 | $7.06K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 59 | $6.83K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 57 | $6.60K | 0.00% | −6−9.5% | Reduced |
| Abound Wealth Management | 56 | $6.50K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 55 | $6.37K | 0.00% | −518−90.4% | Reduced |
| Fairman Group, LLC | 55 | $6.37K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 55 | $6.34K | 0.00% | +55 | New |
| TD Capital Management LLC | 54 | $6.25K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 53 | $6.14K | 0.00% | −431−89.0% | Reduced |
| Essential Partners LLC | 52 | $6.02K | 0.00% | −124−70.5% | Reduced |
| Dogwood Wealth Management LLC | 52 | $6.02K | 0.00% | +1+2.0% | Added |
| Nemes Rush Group LLC | 51 | $5.90K | 0.00% | +48+1,600.0% | Added |
| ZRC Wealth Management, LLC | 47 | $5.44K | 0.00% | +20+74.1% | Added |
| Highline Wealth Partners LLC | 46 | $5.33K | 0.00% | +15+48.4% | Added |
| Whipplewood Advisors, LLC | 46 | $5.33K | 0.00% | +38+475.0% | Added |
| J.Safra Asset Management Corp | 45 | $5.21K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 44 | $5.04K | 0.00% | +44 | New |
| Avion Wealth | 51 | $5.00K | 0.00% | −1−1.9% | Reduced |
| Raffa Wealth Management, LLC | 42 | $4.86K | 0.00% | +2+5.0% | Added |
| Osbon Capital Management LLC | 42 | $4.83K | 0.00% | −28−40.0% | Reduced |
| Bare Financial Services, Inc | 41 | $4.75K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 40 | $4.63K | 0.00% | +14+53.8% | Added |
| Retirement Wealth Solutions LLC | 40 | $4.61K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 38 | $4.40K | 0.00% | +17+81.0% | Added |
| Atlas Capital Advisors LLC | 38 | $4.40K | 0.00% | +31+442.9% | Added |
| Horizon Bancorp Inc | 34 | $4.00K | 0.00% | −17−33.3% | Reduced |
| Private Wealth Management Group, LLC | 34 | $3.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 34 | $3.94K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 34 | $3.94K | 0.00% | +8+30.8% | Added |
| Torren Management, LLC | 32 | $3.65K | 0.00% | −210−86.8% | Reduced |
| Friedenthal Financial | 31 | $3.59K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 29 | $3.36K | 0.01% | +29 | New |
| McIlrath & Eck, LLC | 27 | $3.13K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 25 | $2.89K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $2.55K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 21 | $2.43K | 0.00% | −55−72.4% | Reduced |
| Investment Counsel Co of Nevada | 21 | $2.43K | 0.01% | +21 | New |
| DAGCO, Inc. | 20 | $2.31K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 20 | $2.31K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $2.31K | 0.00% | +7+53.8% | Added |
| Evolution Wealth Management Inc. | 19 | $2.20K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $2.08K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 18 | $2.08K | 0.00% | +18 | New |
| Ogorek Anthony Joseph | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 17 | $1.97K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.97K | 0.00% | +12+240.0% | Added |
| Key Capital Management, INC | 16 | $1.85K | 0.00% | −4−20.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $1.85K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 15 | $1.74K | 0.00% | +15 | New |
| Proathlete Wealth Management LLC | 15 | $1.74K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 14 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $1.51K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 13 | $1.50K | 0.01% | −11−45.8% | Reduced |
| WestEnd Advisors, LLC | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 13 | $1.50K | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 12 | $1.41K | 0.00% | −104−89.7% | Reduced |
| Investors Research Corp | 11 | $1.27K | 0.00% | +11 | New |
| American National Bank | 11 | $1.27K | 0.00% | −19−63.3% | Reduced |
| Portus Wealth Advisors, LLC | 10 | $1.16K | 0.00% | +10 | New |
| IMG Wealth Management, Inc. | 9 | $1.04K | 0.00% | −27−75.0% | Reduced |
| American Capital Advisory, LLC | 9 | $1.04K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 9 | $1.04K | 0.00% | +2+28.6% | Added |
| Cheviot Value Management, LLC | 8 | $926 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $810 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $695 | 0.00% | +2+50.0% | Added |
| NVWM, LLC | 5 | $579 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $579 | 0.00% | +5 | New |
| Davis Capital Management | 4 | $463 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 4 | $463 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 3 | $347 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $347 | 0.00% | +3 | New |
| Signature Resources Capital Management, LLC | 2 | $232 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 2 | $232 | 0.00% | +2 | New |
| Meeder Asset Management Inc | 1 | $116 | 0.00% | −125−99.2% | Reduced |
| 3 Factor Indexing, LLC | 1 | $116 | 0.00% | +1 | New |
| Global Wealth Strategies & Associates | 0 | $36 | 0.00% | 0 | Unchanged |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −162,419−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −129,983−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −64,174−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −62,242−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −48,262−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −39,903−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −36,636−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −30,286−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −26,279−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −22,636−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −22,192−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −20,053−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,806−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −15,269−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −14,943−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −12,071−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −11,802−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −9,596−100.0% | Sold out |
| Heck Capital Advisors, LLC | 0 | $0 | 0.00% | −8,896−100.0% | Sold out |