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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 8,227 | $952.4K | 0.04% | −1,259−13.3% | Reduced |
| Motley Fool Wealth Management, LLC | 8,223 | $952.0K | 0.11% | −3,060−27.1% | Reduced |
| Callan Family Office, LLC | 8,097 | $937.4K | 0.02% | −493−5.7% | Reduced |
| Reuter James Wealth Management, LLC | 8,094 | $937.0K | 0.13% | +3,958+95.7% | Added |
| LMR Partners LLP | 8,046 | $931.5K | 0.01% | +2,928+57.2% | Added |
| First United Bank Trust | 8,045 | $931.4K | 0.30% | +340+4.4% | Added |
| Laird Norton Trust Company, LLC | 7,999 | $926.0K | 0.02% | −51−0.6% | Reduced |
| Greenleaf Trust | 7,998 | $925.9K | 0.01% | +646+8.8% | Added |
| Altshuler Shaham Ltd | 7,953 | $920.7K | 0.02% | +960+13.7% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $919.3K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,910 | $915.7K | 0.01% | −319−3.9% | Reduced |
| Winch Advisory Services, LLC | 7,791 | $902.0K | 0.21% | +45+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 7,777 | $900.3K | 0.06% | −231−2.9% | Reduced |
| Revisor Wealth Management LLC | 7,739 | $895.9K | 0.25% | +67+0.9% | Added |
| Triangle Securities Wealth Management | 7,734 | $895.4K | 0.20% | −10.0% | Reduced |
| DF Dent & Co Inc | 7,732 | $895.1K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,644 | $884.9K | 0.02% | +28+0.4% | Added |
| Turning Point Benefit Group, Inc. | 7,578 | $884.6K | 0.56% | −68−0.9% | Reduced |
| Clearstead Advisors, LLC | 7,613 | $881.4K | 0.01% | −1,007−11.7% | Reduced |
| Beaton Management Co. Inc. | 7,584 | $878.0K | 0.39% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,554 | $874.5K | 0.03% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 7,527 | $871.4K | 0.20% | +2,488+49.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,504 | $868.7K | 0.04% | −675−8.3% | Reduced |
| Romano Brothers and Company | 7,499 | $868.2K | 0.10% | −50−0.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 7,452 | $862.7K | 0.03% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 7,411 | $857.9K | 0.03% | +4,411+147.0% | Added |
| Waterway Wealth Management, LLC | 7,410 | $857.8K | 0.19% | +35+0.5% | Added |
| Integrated Advisors Network LLC | 7,400 | $856.7K | 0.04% | +235+3.3% | Added |
| Rehmann Capital Advisory Group | 7,363 | $852.5K | 0.04% | +1,095+17.5% | Added |
| Investment House LLC | 7,300 | $845.1K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 7,296 | $844.6K | 0.06% | +3,895+114.5% | Added |
| North Star Investment Management Corp. | 7,289 | $843.9K | 0.05% | 00.0% | Unchanged |
| Martingale Asset Management L P | 7,228 | $836.8K | 0.02% | −4,255−37.1% | Reduced |
| Chicago Trust Co NA | 7,214 | $835.2K | 0.13% | −289−3.9% | Reduced |
| Searle & Co. | 7,200 | $833.5K | 0.21% | −1,000−12.2% | Reduced |
| Lazard Asset Management LLC | 7,175 | $830.6K | 0.00% | −15,409−68.2% | Reduced |
| Venturi Wealth Management, LLC | 7,146 | $827.3K | 0.04% | −403−5.3% | Reduced |
| Axxcess Wealth Management, LLC | 7,019 | $812.6K | 0.03% | +2,339+50.0% | Added |
| Regal Investment Advisors LLC | 6,996 | $809.9K | 0.05% | −49−0.7% | Reduced |
| Centiva Capital, LP | 6,941 | $803.6K | 0.04% | +6,941 | New |
| Stephenson National Bank & Trust | 6,923 | $801.5K | 0.23% | −100−1.4% | Reduced |
| Tyche Wealth Partners LLC | 6,875 | $795.9K | 0.12% | +221+3.3% | Added |
| Burling Wealth Partners, LLC | 6,859 | $794.1K | 0.13% | −1,203−14.9% | Reduced |
| Legacy Wealth Managment, LLC | 6,740 | $780.3K | 0.39% | +47+0.7% | Added |
| Stonebridge Capital Advisors LLC | 6,715 | $777.4K | 0.05% | −93−1.4% | Reduced |
| Umb Bank N A | 6,550 | $758.3K | 0.01% | +160+2.5% | Added |
| Ti-Trust, Inc | 6,430 | $744.4K | 0.44% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 6,413 | $742.4K | 0.01% | +608+10.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,410 | $742.0K | 0.04% | −2,249−26.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,393 | $740.1K | 0.02% | +1,333+26.3% | Added |
| Evolve Private Wealth, LLC | 6,370 | $737.5K | 0.04% | +457+7.7% | Added |
| Journey Retirement Planning & Investment Management LLC | 6,313 | $730.9K | 0.64% | −14,159−69.2% | Reduced |
| Bradley Foster & Sargent Inc | 6,308 | $730.3K | 0.01% | −927−12.8% | Reduced |
| Journey Strategic Wealth LLC | 6,262 | $725.0K | 0.02% | −90−1.4% | Reduced |
| Danske Bank A/S | 6,259 | $724.6K | 0.00% | +700+12.6% | Added |
| Bridges Investment Management Inc | 6,237 | $722.1K | 0.01% | −100−1.6% | Reduced |
| Diversified Trust Co | 6,232 | $721.5K | 0.01% | +78+1.3% | Added |
| Advisors Capital Management, LLC | 6,175 | $715.0K | 0.01% | +990+19.1% | Added |
| North Star Asset Management Inc | 6,170 | $714.3K | 0.03% | −179−2.8% | Reduced |
| Private Trust Co NA | 6,164 | $713.6K | 0.06% | +328+5.6% | Added |
| Trust Co of Toledo NA | 6,157 | $712.8K | 0.07% | −347−5.3% | Reduced |
| Harbour Investment Management LLC | 6,115 | $707.9K | 0.38% | −815−11.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,085 | $704.5K | 0.18% | −141−2.3% | Reduced |
| Invst, LLC | 6,082 | $704.1K | 0.08% | +6,082 | New |
| Central Trust Co | 6,077 | $703.5K | 0.01% | +402+7.1% | Added |
| CWS Financial Advisors, LLC | 6,055 | $701.0K | 0.18% | +404+7.1% | Added |
| Assenagon Asset Management S.A. | 6,043 | $699.6K | 0.00% | −189,641−96.9% | Reduced |
| Focus Financial Network, Inc. | 6,034 | $698.5K | 0.03% | +69+1.2% | Added |
| Dakota Wealth Management | 6,031 | $698.2K | 0.02% | −9−0.1% | Reduced |
| Advisors Management Group Inc | 6,006 | $695.0K | 0.13% | −244−3.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,989 | $693.3K | 0.01% | +229+4.0% | Added |
| Elevated Capital Advisors, LLC | 5,942 | $687.9K | 0.17% | −60−1.0% | Reduced |
| Ballentine Partners, LLC | 5,933 | $686.9K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 5,842 | $676.3K | 0.01% | +1,248+27.2% | Added |
| TBH Global Asset Management, LLC | 5,834 | $675.4K | 0.14% | +13+0.2% | Added |
| Signaturefd, LLC | 5,829 | $674.8K | 0.01% | −144−2.4% | Reduced |
| GTS Securities LLC | 5,766 | $667.5K | 0.02% | +2,524+77.9% | Added |
| Kesler, Norman & Wride, LLC | 5,755 | $666.3K | 0.11% | +6+0.1% | Added |
| Centennial Wealth Advisory LLC | 5,722 | $662.5K | 0.16% | +496+9.5% | Added |
| Atomi Financial Group, Inc. | 5,687 | $658.4K | 0.02% | −2,201−27.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,674 | $656.9K | 0.06% | +5,674 | New |
| Moors & Cabot, Inc. | 5,640 | $653.0K | 0.03% | +98+1.8% | Added |
| Syon Capital LLC | 5,608 | $649.2K | 0.03% | −797−12.4% | Reduced |
| Adviser Investments LLC | 5,602 | $648.6K | 0.01% | −461−7.6% | Reduced |
| City State Bank | 5,580 | $646.0K | 0.17% | −12−0.2% | Reduced |
| ProVise Management Group, LLC | 5,541 | $641.5K | 0.05% | +140+2.6% | Added |
| Aviva PLC | 5,527 | $639.9K | 0.00% | +281+5.4% | Added |
| Brown Brothers Harriman & Co | 5,523 | $639.4K | 0.00% | +2,176+65.0% | Added |
| Walleye Capital LLC | 5,515 | $638.5K | 0.00% | +5,428+6,239.1% | Added |
| Moneta Group Investment Advisors LLC | 5,490 | $635.6K | 0.00% | +1,911+53.4% | Added |
| Madison Asset Management, LLC | 5,485 | $635.0K | 0.01% | +5,485 | New |
| Park Place Capital Corp | 5,463 | $632.5K | 0.13% | +3,254+147.3% | Added |
| Eastern Bank | 5,422 | $627.7K | 0.01% | +18+0.3% | Added |
| Financial Advisors Network, Inc. | 5,416 | $627.0K | 0.09% | +419+8.4% | Added |
| Resources Management Corp | 5,409 | $626.0K | 0.08% | 00.0% | Unchanged |
| Blossom Wealth Management | 5,406 | $625.9K | 0.93% | −433−7.4% | Reduced |
| Aptus Capital Advisors, LLC | 5,379 | $622.7K | 0.01% | −1,265−19.0% | Reduced |
| Parallel Advisors, LLC | 5,356 | $620.1K | 0.01% | +922+20.8% | Added |
| Hutner Capital Management Inc | 5,336 | $617.7K | 0.25% | −20−0.4% | Reduced |
| Kingdom Financial Group LLC. | 5,321 | $616.0K | 0.18% | −20−0.4% | Reduced |