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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 41,680 | $4.83M | 0.05% | +16,025+62.5% | Added |
| United Capital Management of KS, Inc. | 41,561 | $4.81M | 0.73% | +1,024+2.5% | Added |
| Colony Group, LLC | 41,436 | $4.80M | 0.01% | −4,687−10.2% | Reduced |
| Alta Capital Management LLC | 41,077 | $4.76M | 0.37% | +499+1.2% | Added |
| JustInvest LLC | 41,030 | $4.75M | 0.05% | +2,879+7.5% | Added |
| Schroder Investment Management Group | 41,165 | $4.75M | 0.00% | −1,909−4.4% | Reduced |
| KLCM Advisors, Inc. | 41,007 | $4.75M | 0.41% | −1,187−2.8% | Reduced |
| Intech Investment Management LLC | 40,704 | $4.71M | 0.05% | +18,525+83.5% | Added |
| S&CO Inc | 40,672 | $4.71M | 0.29% | −3,235−7.4% | Reduced |
| Belpointe Asset Management LLC | 40,609 | $4.70M | 0.17% | +3,595+9.7% | Added |
| Rockefeller Capital Management L.P. | 40,024 | $4.63M | 0.01% | +4,901+14.0% | Added |
| Regions Financial Corp | 39,601 | $4.58M | 0.03% | −3,533−8.2% | Reduced |
| Castellan Group, LLC | 38,939 | $4.51M | 0.62% | +3,790+10.8% | Added |
| Eurizon Capital SGR S.p.A. | 37,741 | $4.37M | 0.01% | +37,741 | New |
| Somerset Trust Co | 37,432 | $4.33M | 1.33% | +733+2.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 37,381 | $4.33M | 0.02% | −17,483−31.9% | Reduced |
| Oregon Public Employees Retirement Fund | 37,289 | $4.32M | 0.06% | +50+0.1% | Added |
| Concurrent Investment Advisors, LLC | 36,863 | $4.27M | 0.05% | +3,217+9.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 36,795 | $4.26M | 0.14% | +2,688+7.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,749 | $4.25M | 0.07% | +775+2.2% | Added |
| Nomura Holdings Inc | 36,262 | $4.20M | 0.03% | +9,557+35.8% | Added |
| Axq Capital, LP | 36,207 | $4.19M | 0.54% | +36,207 | New |
| Kestra Private Wealth Services, LLC | 36,196 | $4.19M | 0.05% | +112+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 35,662 | $4.13M | 0.02% | −3,443−8.8% | Reduced |
| Principal Securities, Inc. | 35,373 | $4.10M | 0.06% | +3,743+11.8% | Added |
| First American Bank | 35,031 | $4.06M | 0.25% | +261+0.8% | Added |
| Cushing Asset Management, LP | 35,000 | $4.05M | 0.20% | 00.0% | Unchanged |
| KBC Group NV | 34,719 | $4.02M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 34,611 | $4.01M | 0.05% | −311−0.9% | Reduced |
| Diversified Management Inc | 33,377 | $3.86M | 0.66% | +7,885+30.9% | Added |
| Kestra Advisory Services, LLC | 33,242 | $3.85M | 0.01% | −5,445−14.1% | Reduced |
| State of Alaska, Department of Revenue | 32,820 | $3.80M | 0.04% | +625+1.9% | Added |
| NBC Securities, Inc. | 32,726 | $3.79M | 0.28% | +340+1.0% | Added |
| D.A. Davidson & Co. | 32,467 | $3.76M | 0.02% | +6,149+23.4% | Added |
| UniSuper Management Pty Ltd | 32,086 | $3.71M | 0.02% | −1,389−4.1% | Reduced |
| Empowered Funds, LLC | 31,446 | $3.64M | 0.02% | +6,439+25.7% | Added |
| Level Four Advisory Services, LLC | 31,106 | $3.60M | 0.12% | +2,600+9.1% | Added |
| Cincinnati Casualty Co | 31,000 | $3.59M | 1.87% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 30,993 | $3.59M | 0.13% | −785−2.5% | Reduced |
| Leavell Investment Management, Inc. | 30,947 | $3.58M | 0.15% | +60.0% | Added |
| Allstate Corp | 30,908 | $3.58M | 0.04% | +6,431+26.3% | Added |
| Farmers & Merchants Investments Inc | 30,724 | $3.56M | 0.10% | +1,206+4.1% | Added |
| Pathstone Holdings, LLC | 30,390 | $3.52M | 0.01% | −207−0.7% | Reduced |
| Journey Advisory Group, LLC | 30,314 | $3.51M | 0.30% | −470−1.5% | Reduced |
| Wedbush Securities Inc | 30,280 | $3.51M | 0.10% | +1,497+5.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 29,976 | $3.47M | 0.05% | +29,976 | New |
| Global Trust Wealth Management LLC | 29,428 | $3.41M | 2.58% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 29,337 | $3.40M | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 29,036 | $3.36M | 0.05% | +495+1.7% | Added |
| Keebeck Wealth Management, LLC | 28,871 | $3.34M | 0.38% | −10,952−27.5% | Reduced |
| Trilogy Capital Inc. | 28,744 | $3.33M | 0.15% | −316−1.1% | Reduced |
| Private Advisor Group, LLC | 28,698 | $3.32M | 0.02% | +642+2.3% | Added |
| Foundations Investment Advisors, LLC | 28,251 | $3.27M | 0.04% | −10,622−27.3% | Reduced |
| apricus wealth, LLC | 28,015 | $3.24M | 1.58% | +275+1.0% | Added |
| Premier Fund Managers Ltd | 28,000 | $3.23M | 0.23% | −2,000−6.7% | Reduced |
| Beacon Pointe Advisors, LLC | 27,806 | $3.22M | 0.02% | +2,529+10.0% | Added |
| Brown Advisory Inc | 27,558 | $3.19M | 0.01% | +1,783+6.9% | Added |
| Pacer Advisors, Inc. | 27,324 | $3.16M | 0.01% | −8,614−24.0% | Reduced |
| Keybank National Association | 27,296 | $3.16M | 0.01% | +3,941+16.9% | Added |
| Savant Capital, LLC | 27,136 | $3.14M | 0.02% | +1,535+6.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 27,070 | $3.13M | 1.27% | +319+1.2% | Added |
| Prosperity Consulting Group, LLC | 26,832 | $3.11M | 0.14% | −1,314−4.7% | Reduced |
| GAMMA Investing LLC | 26,565 | $3.08M | 0.14% | +5,376+25.4% | Added |
| Ascent Group, LLC | 26,554 | $3.07M | 0.11% | −2,219−7.7% | Reduced |
| Rothschild Investment LLC | 26,496 | $3.07M | 0.16% | +1,830+7.4% | Added |
| Rafferty Asset Management, LLC | 26,337 | $3.05M | 0.01% | −9,485−26.5% | Reduced |
| Lantz Financial LLC | 26,273 | $3.04M | 0.63% | −49−0.2% | Reduced |
| Oak Thistle LLC | 25,931 | $3.00M | 0.29% | −24,923−49.0% | Reduced |
| Associated Banc-Corp | 25,731 | $2.98M | 0.08% | −1,650−6.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,352 | $2.94M | 0.69% | −247−1.0% | Reduced |
| Independent Advisor Alliance | 25,280 | $2.93M | 0.03% | +206+0.8% | Added |
| Gulf International Bank (UK) Ltd | 25,140 | $2.91M | 0.07% | +7,951+46.3% | Added |
| Marietta Investment Partners LLC | 25,089 | $2.90M | 0.58% | −434−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 24,840 | $2.88M | 0.01% | +23,817+2,328.2% | Added |
| RFG Advisory, LLC | 23,940 | $2.77M | 0.05% | +844+3.7% | Added |
| Acadian Asset Management LLC | 23,670 | $2.74M | 0.00% | −16,866−41.6% | Reduced |
| CWM, LLC | 23,624 | $2.73M | 0.01% | −3,828−13.9% | Reduced |
| AlphaCore Capital LLC | 23,547 | $2.73M | 0.06% | +2,542+12.1% | Added |
| Cresset Asset Management, LLC | 23,511 | $2.72M | 0.01% | +9,876+72.4% | Added |
| We Are One Seven, LLC | 23,171 | $2.68M | 0.05% | +1,406+6.5% | Added |
| Penobscot Investment Management Company, Inc. | 22,900 | $2.65M | 0.21% | −1,020−4.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,883 | $2.65M | 0.03% | −8,720−27.6% | Reduced |
| QRG Capital Management, Inc. | 22,821 | $2.64M | 0.03% | +2,484+12.2% | Added |
| Kieckhefer Group LLC | 22,717 | $2.63M | 1.24% | −90−0.4% | Reduced |
| Meyer Handelman Co | 22,550 | $2.61M | 0.08% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 22,530 | $2.61M | 0.04% | +4,868+27.6% | Added |
| Worldquant Millennium Advisors LLC | 22,214 | $2.57M | 0.01% | +5,143+30.1% | Added |
| BKM Wealth Management, LLC | 22,211 | $2.57M | 0.94% | +3,206+16.9% | Added |
| J.W. Cole Advisors, Inc. | 22,163 | $2.57M | 0.09% | +399+1.8% | Added |
| Sit Investment Associates Inc | 21,980 | $2.54M | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21,723 | $2.51M | 0.07% | +14,858+216.4% | Added |
| Delta Global Management LP | 21,705 | $2.51M | 0.21% | −1,980−8.4% | Reduced |
| Ellenbecker Investment Group | 21,492 | $2.49M | 0.33% | +168+0.8% | Added |
| Norinchukin Bank, The | 21,492 | $2.49M | 0.03% | +147+0.7% | Added |
| Spirit of America Management Corp | 21,300 | $2.47M | 0.49% | +1,550+7.8% | Added |
| Dana Investment Advisors, Inc. | 21,259 | $2.46M | 0.07% | +3,445+19.3% | Added |
| Broadwater Capital Management LLC | 23,200 | $2.45M | 1.83% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 21,086 | $2.44M | 0.20% | +517+2.5% | Added |
| Legato Capital Management LLC | 20,984 | $2.43M | 0.22% | +4,502+27.3% | Added |
| Colonial Trust Co | 20,789 | $2.41M | 0.33% | +90.0% | Added |