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 |
|---|---|---|---|---|---|
| Impact Partnership Wealth, LLC | 3,770 | $436.5K | 0.05% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,760 | $435.3K | 0.01% | +325+9.5% | Added |
| AdvisorNet Financial, Inc | 3,739 | $432.9K | 0.02% | +31+0.8% | Added |
| OpenArc Corporate Advisory, LLC | 3,724 | $431.1K | 0.01% | +148+4.1% | Added |
| Legacy Capital Wealth Partners, LLC | 3,719 | $430.6K | 0.09% | +681+22.4% | Added |
| ZWJ Investment Counsel Inc | 3,719 | $430.5K | 0.02% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 3,700 | $428.3K | 0.17% | +832+29.0% | Added |
| PAX Financial Group, LLC | 3,700 | $428.3K | 0.07% | −992−21.1% | Reduced |
| Zacks Investment Management | 3,687 | $426.8K | 0.00% | +21+0.6% | Added |
| WealthTrust Axiom LLC | 3,666 | $424.4K | 0.10% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,659 | $424.0K | 0.05% | −83−2.2% | Reduced |
| Dynamic Advisor Solutions LLC | 3,662 | $424.0K | 0.01% | +48+1.3% | Added |
| Smartleaf Asset Management LLC | 3,669 | $423.2K | 0.02% | +477+14.9% | Added |
| Integrity Alliance, LLC. | 3,634 | $420.8K | 0.02% | +29+0.8% | Added |
| Avestar Capital, LLC | 3,618 | $418.9K | 0.03% | +415+13.0% | Added |
| Nilsine Partners, LLC | 3,637 | $418.7K | 0.03% | +54+1.5% | Added |
| OneAscent Financial Services LLC | 3,609 | $417.8K | 0.02% | +1,109+44.4% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 3,562 | $412.4K | 0.36% | +61+1.7% | Added |
| Brighton Jones LLC | 3,554 | $411.5K | 0.01% | +3,554 | New |
| Aaron Wealth Advisors | 3,529 | $408.6K | 0.02% | −2,553−42.0% | Reduced |
| Wealthquest Corp | 3,529 | $408.6K | 0.03% | +47+1.3% | Added |
| Cornerstone Enterprises, LLC | 3,524 | $408.0K | 0.20% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 3,522 | $407.7K | 0.14% | +323+10.1% | Added |
| Spire Wealth Management | 3,505 | $405.8K | 0.01% | +3,087+738.5% | Added |
| Chicago Partners Investment Group LLC | 3,548 | $402.3K | 0.01% | +634+21.8% | Added |
| Hilltop Holdings Inc. | 3,463 | $400.9K | 0.04% | −18,464−84.2% | Reduced |
| Candriam Luxembourg S.C.A. | 3,456 | $400.1K | 0.00% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,455 | $400.0K | 0.02% | −3−0.1% | Reduced |
| Greenfield Savings Bank | 3,427 | $396.7K | 0.17% | −25−0.7% | Reduced |
| Monument Capital Management | 3,418 | $395.7K | 0.10% | −1,107−24.5% | Reduced |
| PFG Advisors | 3,405 | $394.2K | 0.02% | +3,405 | New |
| Strategy Asset Managers LLC | 3,402 | $393.9K | 0.06% | −22−0.6% | Reduced |
| Fisher Asset Management, LLC | 3,401 | $393.8K | 0.00% | +1,229+56.6% | Added |
| F/M Investments LLC | 3,401 | $393.7K | 0.03% | −60−1.7% | Reduced |
| Nvest Financial, LLC | 3,398 | $393.4K | 0.15% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 3,367 | $389.8K | 0.03% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 3,367 | $389.8K | 0.12% | +106+3.3% | Added |
| Wedmont Private Capital | 3,320 | $389.3K | 0.01% | −140−4.0% | Reduced |
| Qtron Investments LLC | 3,354 | $388.3K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,354 | $388.3K | 0.08% | +3,354 | New |
| Ariston Services Group | 0 | $387.9K | 0.23% | −3,351−100.0% | Reduced |
| SageView Advisory Group, LLC | 3,335 | $386.1K | 0.01% | −527−13.6% | Reduced |
| Livet Wealth, LLC | 3,335 | $386.1K | 0.25% | −191−5.4% | Reduced |
| Aegis Wealth Management LLC | 3,296 | $381.6K | 0.22% | −25−0.8% | Reduced |
| Sunpointe, LLC | 3,263 | $377.8K | 0.12% | +1,088+50.0% | Added |
| Sterling Investment Advisors LLC | 3,262 | $377.6K | 0.18% | 00.0% | Unchanged |
| B&L Asset Management LLC | 3,253 | $376.6K | 0.16% | +7+0.2% | Added |
| SkyView Investment Advisors, LLC | 3,249 | $376.0K | 0.05% | +3,249 | New |
| PUREfi Wealth, LLC | 3,223 | $373.1K | 0.24% | +14+0.4% | Added |
| Maridea Wealth Management LLC | 3,202 | $370.7K | 0.05% | +3,202 | New |
| Insight Wealth Strategies, LLC | 3,199 | $370.3K | 0.04% | −545−14.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,381 | $368.5K | 0.12% | +1,269+60.1% | Added |
| Glenview Trust Co | 3,175 | $367.6K | 0.01% | −548−14.7% | Reduced |
| IMC-Chicago, LLC | 3,173 | $367.3K | 0.01% | +3,173 | New |
| Gladstone Institutional Advisory LLC | 3,156 | $365.4K | 0.01% | +329+11.6% | Added |
| True Vision MN LLC | 3,152 | $364.9K | 0.19% | +26+0.8% | Added |
| Cypress Wealth Services, LLC | 3,149 | $364.6K | 0.05% | −18−0.6% | Reduced |
| GeoWealth Management, LLC | 3,148 | $364.4K | 0.01% | +51+1.6% | Added |
| 1st Source Bank | 3,141 | $363.6K | 0.02% | +120+4.0% | Added |
| Argent Trust Co | 3,141 | $363.6K | 0.01% | +704+28.9% | Added |
| Cigna Investments Inc | 3,135 | $363.0K | 0.06% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,120 | $361.2K | 0.16% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,111 | $358.8K | 0.02% | −167−5.1% | Reduced |
| Rexford Capital Inc | 3,086 | $357.3K | 0.26% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 3,086 | $357.0K | 0.01% | −5,225−62.9% | Reduced |
| Checchi Capital Advisers, LLC | 3,083 | $357.0K | 0.02% | +634+25.9% | Added |
| Cary Street Partners Financial LLC | 3,069 | $355.3K | 0.01% | +127+4.3% | Added |
| Independent Financial Group, LLC | 3,067 | $355.0K | 0.01% | +76+2.5% | Added |
| ERTS Wealth Advisors, LLC | 3,059 | $354.1K | 0.11% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,059 | $354.1K | 0.02% | +4+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 3,056 | $353.8K | 0.05% | +72+2.4% | Added |
| Gryphon Financial Partners LLC | 3,056 | $353.8K | 0.04% | +118+4.0% | Added |
| Patrick M Sweeney & Associates, Inc | 3,040 | $351.9K | 0.23% | +46+1.5% | Added |
| Fulcrum Asset Management LLP | 3,046 | $351.3K | 0.05% | −13,843−82.0% | Reduced |
| Dahring | Cusmano LLC | 3,030 | $350.8K | 0.22% | +24+0.8% | Added |
| Jacobi Capital Management LLC | 3,019 | $349.6K | 0.02% | −95−3.1% | Reduced |
| Western Wealth Management, LLC | 3,005 | $347.9K | 0.01% | −115−3.7% | Reduced |
| LS Investment Advisors, LLC | 3,000 | $347.3K | 0.05% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,996 | $346.8K | 0.28% | +27+0.9% | Added |
| Bank of Stockton | 2,982 | $345.2K | 0.11% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 2,981 | $345.1K | 0.11% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,971 | $344.0K | 0.20% | +3+0.1% | Added |
| Chesapeake Asset Management LLC | 2,970 | $343.8K | 0.28% | −260−8.0% | Reduced |
| Moment Partners, LLC | 2,948 | $341.2K | 0.06% | −11−0.4% | Reduced |
| Compass Financial Group, INC | 2,938 | $340.1K | 0.05% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 2,937 | $340.0K | 0.07% | +2,937 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,931 | $339.3K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,907 | $336.5K | 0.13% | +9+0.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 2,900 | $335.7K | 0.04% | −50−1.7% | Reduced |
| Principle Wealth Partners LLC | 2,895 | $335.2K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,883 | $333.8K | 0.04% | +57+2.0% | Added |
| BankChampaign, National Association | 2,881 | $333.5K | 0.33% | −1,008−25.9% | Reduced |
| Madison Wealth Partners, Inc | 2,867 | $331.9K | 0.05% | +2,867 | New |
| truNorth Financial Services, Inc. | 2,842 | $329.0K | 0.34% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,824 | $328.8K | 0.01% | +2,824 | New |
| Summit Asset Management, LLC | 2,835 | $328.2K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,834 | $328.1K | 0.02% | +77+2.8% | Added |
| DSG Capital Advisors, LLC | 2,827 | $327.3K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,810 | $325.3K | 0.06% | +874+45.1% | Added |
| 71 West Capital Partners | 2,808 | $325.1K | 0.01% | −35−1.2% | Reduced |