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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 5,321 | $616.0K | 0.18% | +4,671+718.6% | Added |
| Coldstream Capital Management Inc | 5,278 | $611.0K | 0.01% | −217−3.9% | Reduced |
| Peapack Gladstone Financial Corp | 5,267 | $610.0K | 0.01% | −99−1.8% | Reduced |
| Diversify Wealth Management, LLC | 5,327 | $610.0K | 0.01% | +5,327 | New |
| MPS Loria Financial Planners, LLC | 5,245 | $607.2K | 0.16% | −81−1.5% | Reduced |
| Gradient Investments LLC | 5,233 | $605.8K | 0.01% | 00.0% | Unchanged |
| Odyssean, LLC | 5,233 | $605.8K | 0.22% | +5,233 | New |
| V-Square Quantitative Management LLC | 5,230 | $605.5K | 0.06% | +1,203+29.9% | Added |
| Tema ETFs LLC | 5,222 | $604.6K | 0.04% | +21+0.4% | Added |
| Boston Family Office LLC | 5,211 | $603.0K | 0.04% | +5,211 | New |
| TCW Group Inc | 5,191 | $601.0K | 0.00% | +251+5.1% | Added |
| Loudon Investment Management, LLC | 5,180 | $599.7K | 0.32% | 00.0% | Unchanged |
| Sym Financial Corp | 5,179 | $599.6K | 0.06% | −46−0.9% | Reduced |
| Paragon Private Wealth Management, LLC | 5,179 | $599.6K | 0.19% | −185−3.4% | Reduced |
| TSFG, LLC | 5,168 | $598.0K | 0.09% | +36+0.7% | Added |
| Dougherty & Associates, LLC | 5,162 | $597.7K | 0.55% | −90−1.7% | Reduced |
| Capital Advisors Inc | 5,156 | $596.9K | 0.01% | +1,528+42.1% | Added |
| Daymark Wealth Partners, LLC | 5,112 | $591.8K | 0.02% | −552−9.7% | Reduced |
| Ambassador Advisors, LLC | 5,049 | $584.6K | 0.09% | +84+1.7% | Added |
| Fifth Third Wealth Advisors LLC | 5,007 | $579.7K | 0.02% | +502+11.1% | Added |
| FWL Investment Management, LLC | 5,000 | $578.9K | 0.13% | +5,000 | New |
| Fiduciary Trust Co | 4,959 | $574.1K | 0.01% | −5,576−52.9% | Reduced |
| Savvy Advisors, Inc. | 4,931 | $570.9K | 0.02% | +2,215+81.6% | Added |
| CAPROCK Group, Inc. | 4,923 | $570.0K | 0.01% | −3,985−44.7% | Reduced |
| Advyzon Investment Management, LLC | 4,902 | $567.5K | 0.05% | +2,293+87.9% | Added |
| Midwest Trust Co | 4,900 | $567.3K | 0.01% | −2,873−37.0% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $567.3K | 0.43% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4,893 | $566.4K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 4,856 | $562.2K | 0.01% | +167+3.6% | Added |
| Teacher Retirement System of Texas | 4,850 | $561.5K | 0.00% | −5,769−54.3% | Reduced |
| Colter Lewis Investment Partners LLC | 4,846 | $561.0K | 0.53% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 4,825 | $558.6K | 0.28% | +15+0.3% | Added |
| Mill Capital Management, LLC | 4,824 | $558.5K | 0.04% | 00.0% | Unchanged |
| Voleon Capital Management LP | 4,806 | $556.4K | 0.01% | +4,806 | New |
| Badgley Phelps Wealth Managers, LLC | 4,792 | $554.8K | 0.01% | +196+4.3% | Added |
| HBK Sorce Advisory LLC | 4,948 | $552.5K | 0.01% | −1,109−18.3% | Reduced |
| Paradigm Financial Partners, LLC | 4,743 | $549.1K | 0.10% | −636−11.8% | Reduced |
| Financial Advisory Partners, LLC | 4,718 | $546.2K | 0.15% | −143−2.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4,718 | $546.1K | 0.04% | −49−1.0% | Reduced |
| Advisor OS, LLC | 4,717 | $546.1K | 0.04% | +2,790+144.8% | Added |
| Csenge Advisory Group | 4,711 | $545.4K | 0.02% | −287−5.7% | Reduced |
| Phillips Wealth Planners LLC | 4,824 | $544.0K | 0.41% | +1,207+33.4% | Added |
| Banco Santander, S.A. | 4,671 | $540.8K | 0.00% | +4,671 | New |
| Skba Capital Management LLC | 4,665 | $540.1K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,663 | $539.9K | 0.04% | −40−0.9% | Reduced |
| Simplicity Wealth,LLC | 4,654 | $538.7K | 0.03% | +75+1.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,622 | $535.1K | 0.01% | 00.0% | Unchanged |
| Gibbs Wealth Management | 4,589 | $531.3K | 0.07% | +1,606+53.8% | Added |
| EverSource Wealth Advisors, LLC | 4,584 | $530.7K | 0.02% | +411+9.8% | Added |
| GAM Holding AG | 4,559 | $527.8K | 0.05% | +4,559 | New |
| Segment Wealth Management, LLC | 4,549 | $526.6K | 0.03% | −322−6.6% | Reduced |
| West Paces Advisors Inc. | 4,542 | $525.9K | 0.10% | −173−3.7% | Reduced |
| Brown Miller Wealth Management, LLC | 4,528 | $524.2K | 0.15% | −162−3.5% | Reduced |
| Hudock, Inc. | 4,513 | $522.5K | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,504 | $521.4K | 0.01% | +881+24.3% | Added |
| Chesley Taft & Associates LLC | 4,482 | $518.9K | 0.02% | −88−1.9% | Reduced |
| Marshall Investment Management, LLC | 4,481 | $518.7K | 0.25% | +37+0.8% | Added |
| Boothbay Fund Management, LLC | 4,470 | $517.5K | 0.01% | −5,036−53.0% | Reduced |
| Crewe Advisors LLC | 4,379 | $506.9K | 0.04% | +29+0.7% | Added |
| Colonial Trust Advisors | 4,372 | $506.1K | 0.04% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,368 | $505.7K | 0.05% | +386+9.7% | Added |
| Custom Index Systems, LLC | 4,350 | $503.6K | 0.22% | −112−2.5% | Reduced |
| Thrive Wealth Management, LLC | 4,335 | $501.8K | 0.07% | −1,013−18.9% | Reduced |
| Forum Financial Management, LP | 4,322 | $500.4K | 0.01% | −73−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,319 | $500.0K | 0.13% | +220+5.4% | Added |
| WoodTrust Financial Corp | 4,321 | $500.0K | 0.06% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,300 | $497.8K | 0.14% | −100−2.3% | Reduced |
| Kera Capital Partners, Inc. | 4,254 | $492.5K | 0.06% | +229+5.7% | Added |
| Carl P. Sherr & Co., LLC | 4,249 | $491.9K | 0.23% | −44−1.0% | Reduced |
| Oarsman Capital, Inc. | 4,241 | $491.0K | 0.06% | −210−4.7% | Reduced |
| Frec Markets, Inc. | 4,223 | $488.9K | 0.08% | +2,275+116.8% | Added |
| Ritholtz Wealth Management | 4,213 | $487.8K | 0.01% | +4,213 | New |
| Old Second National Bank of Aurora | 4,196 | $485.8K | 0.10% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,189 | $485.0K | 0.04% | +131+3.2% | Added |
| Certior Financial Group, LLC | 4,177 | $483.5K | 0.31% | +134+3.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,168 | $482.5K | 0.01% | +19+0.5% | Added |
| Keystone Financial Group | 4,152 | $480.9K | 0.03% | +1,627+64.4% | Added |
| Aprio Wealth Management, LLC | 4,113 | $476.2K | 0.03% | +685+20.0% | Added |
| Bullock Wealth Management Group | 4,098 | $476.1K | 0.24% | +22+0.5% | Added |
| Harvest Fund Management Co., Ltd | 4,103 | $475.0K | 0.02% | −10,191−71.3% | Reduced |
| Mission Wealth Management, LP | 4,088 | $473.3K | 0.01% | −513−11.1% | Reduced |
| Kovack Advisors, Inc. | 4,077 | $473.3K | 0.03% | −11−0.3% | Reduced |
| Duncker Streett & Co Inc | 4,058 | $469.8K | 0.09% | +400+10.9% | Added |
| Everence Capital Management Inc | 4,050 | $469.0K | 0.03% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 4,043 | $468.1K | 0.16% | +1,232+43.8% | Added |
| Moody Lynn & Lieberson, LLC | 4,029 | $466.4K | 0.03% | −23−0.6% | Reduced |
| Carret Asset Management, LLC | 4,000 | $463.1K | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,982 | $461.0K | 0.00% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 3,975 | $460.2K | 0.28% | +109+2.8% | Added |
| VeraBank, N.A. | 3,966 | $459.1K | 0.08% | −1,590−28.6% | Reduced |
| Bruce & Co., Inc. | 3,945 | $456.7K | 0.13% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,931 | $455.1K | 0.02% | −65−1.6% | Reduced |
| Tarbox Family Office, Inc. | 3,918 | $453.6K | 0.07% | −341−8.0% | Reduced |
| Indivisible Partners | 3,889 | $450.2K | 0.04% | +342+9.6% | Added |
| West Family Investments, Inc. | 3,853 | $446.1K | 0.16% | +9+0.2% | Added |
| Smithfield Trust Co | 3,856 | $445.0K | 0.02% | +50+1.3% | Added |
| Brandywine Oak Private Wealth LLC | 3,824 | $442.7K | 0.04% | +33+0.9% | Added |
| Appleton Partners Inc | 3,806 | $441.0K | 0.03% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 3,793 | $439.1K | 0.42% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 3,788 | $438.5K | 0.24% | 00.0% | Unchanged |