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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 20,783 | $2.41M | 0.04% | +94+0.5% | Added |
| Fulton Bank, N.A. | 20,727 | $2.40M | 0.08% | +9,646+87.0% | Added |
| Polymer Capital Management (US) LLC | 20,539 | $2.38M | 0.35% | −5,459−21.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 20,448 | $2.37M | 0.00% | +7,589+59.0% | Added |
| Jain Global LLC | 20,442 | $2.37M | 0.03% | +20,442 | New |
| Great Valley Advisor Group, Inc. | 20,405 | $2.36M | 0.04% | +626+3.2% | Added |
| Ameritas Investment Partners, Inc. | 20,236 | $2.34M | 0.07% | +875+4.5% | Added |
| Summit Trail Advisors, LLC | 20,161 | $2.33M | 0.03% | +6,169+44.1% | Added |
| Wealth Alliance | 20,043 | $2.32M | 0.23% | +5,554+38.3% | Added |
| Apollon Financial, LLC | 19,951 | $2.31M | 0.32% | −458−2.2% | Reduced |
| Lido Advisors, LLC | 19,946 | $2.31M | 0.01% | −1,048−5.0% | Reduced |
| Red Cedar Investment Management, LLC | 19,946 | $2.31M | 0.24% | −99−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 19,936 | $2.31M | 0.02% | +17,116+607.0% | Added |
| Siemens Fonds Invest GmbH | 19,740 | $2.29M | 0.13% | +62+0.3% | Added |
| Mizuho Securities USA LLC | 19,676 | $2.28M | 0.05% | −4,010−16.9% | Reduced |
| Campbell Capital Management Inc | 19,600 | $2.27M | 1.08% | −190−1.0% | Reduced |
| Inceptionr LLC | 19,331 | $2.24M | 0.54% | +19,331 | New |
| Nordea Investment Management AB | 19,440 | $2.23M | 0.00% | +31+0.2% | Added |
| PDT Partners, LLC | 19,200 | $2.22M | 0.13% | +19,200 | New |
| Pathway Financial Advisers, LLC | 19,122 | $2.21M | 0.63% | +781+4.3% | Added |
| Fortis Group Advisors, LLC | 18,753 | $2.20M | 0.36% | +14,948+392.9% | Added |
| Miller Howard Investments Inc | 18,679 | $2.16M | 0.06% | +1,423+8.2% | Added |
| Atlantic Trust, LLC | 18,510 | $2.14M | 0.35% | +296+1.6% | Added |
| Hantz Financial Services, Inc. | 18,472 | $2.14M | 0.03% | +3,348+22.1% | Added |
| Hartford Investment Management Co | 18,456 | $2.14M | 0.07% | −347−1.8% | Reduced |
| Nicholson Wealth Management Group, LLC | 18,414 | $2.13M | 1.25% | +663+3.7% | Added |
| Fox Hill Wealth Management | 18,212 | $2.11M | 1.01% | +190+1.1% | Added |
| Caldwell Trust Co | 17,985 | $2.08M | 0.19% | −101−0.6% | Reduced |
| Drucker Wealth 3.0, LLC | 17,879 | $2.07M | 0.36% | −50.0% | Reduced |
| M&T Bank Corp | 17,662 | $2.04M | 0.01% | +694+4.1% | Added |
| Equitable Holdings, Inc. | 18,345 | $2.03M | 0.01% | +9,827+115.4% | Added |
| Rodgers Brothers Inc. | 17,374 | $2.01M | 0.23% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 17,350 | $2.01M | 0.00% | −814−4.5% | Reduced |
| Security National Bank | 17,261 | $2.00M | 0.29% | +234+1.4% | Added |
| Bokf, NA | 17,226 | $1.99M | 0.03% | −6,954−28.8% | Reduced |
| Advisors Asset Management, Inc. | 17,208 | $1.99M | 0.03% | +1,277+8.0% | Added |
| Ethic Inc. | 17,199 | $1.99M | 0.03% | −65−0.4% | Reduced |
| Vident Advisory, LLC | 17,135 | $1.98M | 0.02% | −9,308−35.2% | Reduced |
| Patton Fund Management, Inc. | 17,032 | $1.97M | 0.33% | −27,780−62.0% | Reduced |
| Oppenheimer & Co Inc | 17,012 | $1.97M | 0.02% | +2,267+15.4% | Added |
| Greenwood Capital Associates LLC | 16,872 | $1.95M | 0.22% | +16,872 | New |
| Dai-Ichi Life Insurance Company, Ltd | 16,753 | $1.94M | 0.06% | −988−5.6% | Reduced |
| KCM Investment Advisors LLC | 16,743 | $1.94M | 0.06% | −786−4.5% | Reduced |
| Bleakley Financial Group, LLC | 16,695 | $1.93M | 0.03% | +3,776+29.2% | Added |
| Louisiana State Employees Retirement System | 16,600 | $1.92M | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 16,457 | $1.91M | 0.11% | +13,349+429.5% | Added |
| Crossmark Global Holdings, Inc. | 16,276 | $1.88M | 0.03% | −161−1.0% | Reduced |
| Maryland State Retirement & Pension System | 16,251 | $1.88M | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 16,245 | $1.88M | 0.65% | +8,854+119.8% | Added |
| Alliance Wealth Advisors, LLC | 16,223 | $1.88M | 0.41% | −8,190−33.5% | Reduced |
| Marks Group Wealth Management, Inc | 15,884 | $1.84M | 0.18% | +597+3.9% | Added |
| Horizon Investments, LLC | 15,752 | $1.82M | 0.02% | −178−1.1% | Reduced |
| Smith Group Asset Management, LLC | 15,740 | $1.82M | 0.09% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.82M | 0.11% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15,681 | $1.82M | 0.04% | +815+5.5% | Added |
| Geneos Wealth Management Inc. | 15,664 | $1.81M | 0.04% | −511−3.2% | Reduced |
| Royal London Asset Management Ltd | 15,609 | $1.81M | 0.00% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 15,286 | $1.77M | 0.64% | +678+4.6% | Added |
| Matrix Trust Co | 15,172 | $1.76M | 0.29% | +872+6.1% | Added |
| Farther Finance Advisors, LLC | 15,088 | $1.75M | 0.02% | +1,531+11.3% | Added |
| Stephens Inc | 14,986 | $1.73M | 0.02% | +9,132+156.0% | Added |
| New Mexico Educational Retirement Board | 14,953 | $1.73M | 0.05% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 14,854 | $1.72M | 0.29% | −539−3.5% | Reduced |
| Aviso Financial Inc. | 14,725 | $1.70M | 0.06% | +636+4.5% | Added |
| Impax Asset Management Group plc | 14,632 | $1.69M | 0.01% | +14,632 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 14,621 | $1.69M | 0.01% | +14,621 | New |
| LVW Advisors, LLC | 14,601 | $1.69M | 0.16% | −1,990−12.0% | Reduced |
| Richard C. Young & CO., LTD. | 14,467 | $1.67M | 0.14% | +70+0.5% | Added |
| Richmond Investment Services, LLC | 14,303 | $1.66M | 0.27% | +1,036+7.8% | Added |
| Stablepoint Partners, LLC | 14,279 | $1.65M | 0.25% | +721+5.3% | Added |
| Dark Forest Capital Management LP | 14,274 | $1.65M | 0.15% | −28,774−66.8% | Reduced |
| HB Wealth Management, LLC | 14,236 | $1.65M | 0.01% | +1,660+13.2% | Added |
| Drake & Associates, LLC | 14,231 | $1.65M | 0.31% | +4,017+39.3% | Added |
| Icon Wealth Advisors, LLC | 14,347 | $1.64M | 0.11% | +915+6.8% | Added |
| RMB Capital Management, LLC | 14,091 | $1.63M | 0.03% | −721−4.9% | Reduced |
| Credit Agricole S A | 14,001 | $1.62M | 0.01% | −66,088−82.5% | Reduced |
| Two Sigma Investments, LP | 13,869 | $1.61M | 0.00% | +13,869 | New |
| Midland Wealth Advisors LLC | 13,703 | $1.59M | 0.08% | +269+2.0% | Added |
| Univest Financial Corp | 13,559 | $1.57M | 0.09% | +2,108+18.4% | Added |
| Nations Financial Group Inc, | 13,536 | $1.57M | 0.08% | −419−3.0% | Reduced |
| Fiduciary Alliance LLC | 13,589 | $1.56M | 0.09% | −209−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,400 | $1.55M | 0.01% | +3,277+32.4% | Added |
| MUFG Securities EMEA plc | 13,336 | $1.54M | 0.02% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 13,216 | $1.53M | 0.08% | +9,832+290.5% | Added |
| Stock Yards Bank & Trust Co | 13,202 | $1.53M | 0.05% | +219+1.7% | Added |
| IAG Wealth Partners, LLC | 13,191 | $1.53M | 0.17% | +3,044+30.0% | Added |
| Heritage Family Offices, LLP | 13,153 | $1.52M | 0.68% | −6,666−33.6% | Reduced |
| Precedent Wealth Partners, LLC | 12,963 | $1.50M | 0.30% | +1,349+11.6% | Added |
| Banque Pictet & Cie SA | 12,897 | $1.49M | 0.02% | +12,897 | New |
| Ninepoint Partners LP | 12,863 | $1.49M | 0.18% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 12,827 | $1.48M | 0.06% | −1,124−8.1% | Reduced |
| Landaas & Co | 12,809 | $1.48M | 0.33% | +10.0% | Added |
| HM Payson & Co | 12,784 | $1.48M | 0.02% | +977+8.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,673 | $1.47M | 0.00% | +179+1.4% | Added |
| Twin Capital Management Inc | 12,387 | $1.43M | 0.18% | −212−1.7% | Reduced |
| Conning Inc. | 12,372 | $1.43M | 0.05% | −251−2.0% | Reduced |
| Sigma Planning Corp | 12,372 | $1.43M | 0.04% | +34+0.3% | Added |
| Coastal Bridge Advisors, LLC | 12,269 | $1.42M | 0.10% | +1,018+9.0% | Added |
| Sequoia Financial Advisors, LLC | 12,222 | $1.41M | 0.01% | +1,302+11.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 12,146 | $1.41M | 0.41% | +72+0.6% | Added |