WEC Energy GroupWEC
13F holders, Q1 2026 (March 31)1,380holders +33
129new positions
86sold out
9famous investors
$115.73avg. 13F price*
At the end of Q1 2026, 1,380 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 33 from Q4 2025. 129 opened new positions and 86 sold out. The largest holders were BlackRock, Inc. ($3.8B), State Street Corp. ($2.5B) and Vanguard Capital Management LLC ($2.4B). 9 famous investors held it, including George Soros (1.1% of Soros Fund Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- WEC Energy Group Inc.
- Sector
- Utilities
- CUSIP
- 92939U106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $199.2M |
| Exits | 86 | $88.5M |
All 13F filers, Q4 2025 → Q1 2026: 19,736,431 shares bought and 11,750,892 shares sold, net +7,985,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,380 holders
| BlackRock, Inc. | 0.07% | Add +0.4% | 33,049,938 | $3.8B |
| State Street Corp. | 0.09% | Add +2.6% | 21,242,819 | $2.5B |
| Vanguard Capital Management LLC | 0.06% | — | 21,147,206 | $2.4B |
| Vanguard Portfolio Management LLC | 0.10% | — | 16,771,608 | $1.9B |
| Geode Capital Management, LLC | 0.07% | Add +3.0% | 9,106,652 | $1.1B |
| Wells Fargo & Company | 0.20% | Add +3.3% | 8,560,214 | $991.0M |
| Bank of America Corp. | 0.07% | Add +7.3% | 7,970,050 | $922.7M |
| Deutsche Bank AG | 0.23% | Reduce -3.2% | 5,931,540 | $686.7M |
| Ameriprise Financial Inc. | 0.15% | Add +21.1% | 5,667,783 | $656.5M |
| JPMorgan Chase & Co. | 0.04% | Add +26.4% | 5,526,693 | $637.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +2.0% | 5,441,582 | $629.9M |
| Wellington Management Group LLP | 0.10% | Reduce -46.6% | 4,822,384 | $558.3M |
| Morgan Stanley | 0.03% | Add +16.6% | 4,742,853 | $549.1M |
| Invesco Ltd. | 0.05% | Add +2.2% | 4,621,057 | $535.0M |
| Franklin Resources Inc. | 0.13% | Add +32.1% | 4,434,011 | $513.3M |
| Envestnet Asset Management Inc. | 0.11% | Add +22.0% | 3,623,922 | $419.5M |
| Nuveen, LLC | 0.11% | Add +2.9% | 3,591,004 | $415.7M |
| Federated Hermes, Inc. | 0.64% | Add +55.1% | 3,423,763 | $396.4M |
| Northern Trust Corp. | 0.05% | Reduce -7.1% | 3,382,948 | $391.6M |
| Legal & General Group Plc | 0.07% | Reduce -1.9% | 2,627,581 | $304.2M |
| PNC Financial Services Group, Inc. | 0.17% | Add +0.3% | 2,571,015 | $297.6M |
| Raymond James Financial Inc. | 0.09% | Add +20.6% | 2,479,662 | $287.1M |
| Clearbridge Investments, LLC | 0.22% | Reduce -33.0% | 2,168,691 | $251.1M |
| Bank of New York Mellon Corp | 0.04% | Reduce -0.2% | 2,014,394 | $233.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +58.6% | 1,918,157 | $222.1M |
| Mairs & Power Inc. | 2.26% | Add +0.1% | 1,910,685 | $221.2M |
| Vanguard Fiduciary Trust Co. | 0.05% | — | 1,831,948 | $212.1M |
| Qube Research & Technologies Ltd | 0.30% | Add +83.6% | 1,811,556 | $209.7M |
| Earnest Partners LLC | 0.83% | Reduce -2.7% | 1,733,312 | $200.7M |
| Royal Bank of Canada | 0.04% | Add +1.2% | 1,698,720 | $196.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +1.6% | 1,566,151 | $181.3M |
| UBS Group AG | 0.03% | Reduce -10.8% | 1,518,310 | $175.8M |
| Barclays PLC | 0.06% | Add +142.9% | 1,451,007 | $168.0M |
| CBRE Investment Management Listed Real Assets LLC | 2.37% | Add +3.0% | 1,376,051 | $159.3M |
| FMR LLC | 0.01% | Add +1.6% | 1,314,002 | $152.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.4% | 1,286,276 | $148.9M |
| Magellan Asset Management Ltd | 1.89% | Reduce -1.9% | 1,261,329 | $146.0M |
| Confluence Investment Management LLC | 2.22% | Reduce -6.8% | 1,237,016 | $143.2M |
| Stifel Financial Corp. | 0.13% | Add +4.6% | 1,234,259 | $142.9M |
| LPL Financial LLC | 0.04% | Add +23.1% | 1,198,459 | $138.7M |
| Soroban Capital Partners LP | 0.99% | Reduce -13.7% | 1,198,148 | $138.7M |
| Principal Financial Group Inc. | 0.07% | Reduce -7.0% | 1,195,147 | $138.4M |
| Citigroup Inc. | 0.09% | Add +266.5% | 1,184,357 | $137.1M |
| Bessemer Group Inc. | 0.21% | Add +1.6% | 1,148,527 | $133.0M |
| Crawford Investment Counsel Inc. | 2.16% | Add +0.2% | 1,091,886 | $126.4M |
| Bahl & Gaynor LLC | 0.60% | Reduce -2.1% | 1,031,567 | $119.4M |
| Duff & Phelps Investment Management Co. | 1.18% | Add +0.0% | 981,349 | $113.6M |
| Cincinnati Insurance Co. | 1.71% | No change | 978,300 | $113.3M |
| Swiss National Bank | 0.06% | Add +8.2% | 954,687 | $110.5M |
| Squarepoint Ops LLC | 0.22% | Reduce -10.1% | 869,937 | $100.7M |
| Zimmer Partners, LP | 2.46% | New | 833,814 | $96.5M |
| Rathbones Group PLC | 0.38% | Add +5.2% | 828,174 | $95.9M |
| BNP Paribas Financial Markets | 0.06% | Add +55.3% | 797,800 | $92.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -3.1% | 780,223 | $90.3M |
| Energy Income Partners, LLC | 1.43% | Add +3.0% | 765,610 | $88.6M |
| Westwood Holdings Group Inc. | 0.63% | Reduce -3.5% | 739,190 | $85.6M |
| Sei Investments Co. | 0.08% | Reduce -0.8% | 736,978 | $85.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +5.0% | 732,998 | $84.9M |
| Vanguard Global Advisers, LLC | 0.04% | — | 710,644 | $82.3M |
| Janus Henderson Group PLC | 0.04% | Add +3337.5% | 700,527 | $81.1M |
| Caisse de depot et placement du Quebec | 0.13% | Reduce -22.5% | 683,413 | $79.1M |
| Vaughan Nelson Investment Management, L.P. | 0.79% | Add +28.3% | 678,954 | $78.6M |
| California Public Employees Retirement System | 0.05% | Reduce -17.8% | 678,212 | $78.5M |
| Employees Retirement System of Texas | 0.76% | Reduce -5.1% | 625,933 | $72.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.06% | — | 611,124 | $70.7M |
| Rhumbline Advisers | 0.06% | Reduce -1.8% | 598,198 | $69.3M |
| Gabelli Funds LLC | 0.46% | Reduce -0.8% | 585,370 | $67.8M |
| Benjamin Edwards Inc. | 0.67% | Reduce -2.5% | 584,490 | $67.7M |
| First Trust Advisors LP | 0.05% | Reduce -7.9% | 580,914 | $67.3M |
| Bank of Montreal | 0.03% | Add +3.5% | 578,507 | $67.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.34% | Reduce -12.2% | 577,719 | $66.9M |
| AQR Capital Management | 0.03% | Reduce -9.4% | 580,948 | $66.5M |
| Massachusetts Financial Services Co. | 0.02% | Add +46.0% | 568,022 | $65.8M |
| Reaves W H & Co. Inc. | 1.08% | Add +49.1% | 562,957 | $65.2M |
| Baird Financial Group, Inc. | 0.10% | Add +13.7% | 553,929 | $64.1M |
| HSBC Holdings PLC | 0.04% | Reduce -8.7% | 528,741 | $61.2M |
| W1M Asset Management Ltd | 0.65% | Add +3.7% | 513,715 | $59.5M |
| Soros Fund Management | 1.10% | Add +432.8% | 512,754 | $59.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -1.3% | 504,012 | $58.4M |
| Vaughan David Investments LLC | 1.22% | Add +2.2% | 497,618 | $57.6M |
| Old Republic International Corp. | 2.20% | Reduce -0.5% | 477,179 | $55.2M |
| Pictet Asset Management Holding SA | 0.06% | Reduce -1.6% | 474,625 | $54.9M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -2.2% | 450,935 | $52.2M |
| Donaldson Capital Management, LLC | 1.66% | Add +1.1% | 442,053 | $51.2M |
| Marshall Wace, LLP | 0.05% | Reduce -32.5% | 435,096 | $50.4M |
| Amundi | 0.01% | Reduce -25.4% | 431,842 | $50.0M |
| Citadel Advisors | 0.04% | Reduce -22.6% | 431,598 | $50.0M |
| Victory Capital Management Inc. | 0.03% | Reduce -34.9% | 429,659 | $49.7M |
| National Pension Service | 0.04% | Add +4.5% | 425,027 | $49.2M |
| Retirement Systems of Alabama | 0.16% | Reduce -0.0% | 420,878 | $48.7M |
| Neuberger Berman Group LLC | 0.04% | Reduce -2.4% | 396,440 | $46.1M |
| Natixis Advisors, LLC | 0.06% | Add +16.0% | 394,752 | $45.7M |
| Campbell Newman Asset Management Inc. | 3.53% | Add +1.1% | 375,749 | $43.5M |
| California State Teachers Retirement System | 0.05% | Reduce -2.8% | 374,125 | $43.3M |
| Voloridge Investment Management, LLC | 0.17% | Add +186.8% | 362,716 | $42.0M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -16.6% | 345,265 | $40.0M |
| US Bancorp \de | 0.05% | Reduce -2.3% | 325,122 | $37.6M |
| NS Partners Ltd | 1.66% | Add +51.4% | 319,515 | $37.0M |
| Vanguard Investments Australia, Ltd. | 0.11% | — | 316,597 | $36.7M |
| Balyasny Asset Management L.P. | 0.08% | Add +35.8% | 315,290 | $36.5M |
"% of holder's portfolio" is WEC's weight in each manager's 13F, not the share of WEC Energy Group Inc. the manager owns.