Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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, Q2 2026

Institutional positions in Wec Energy Group, Inc. as of Jun 30, 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: 1,408; +38 vs. Q1 2026
Shares held: 280.2M; +2.57M (+0.9%) vs. Q1 2026
Total value: $32.7B; +$592.8M (+1.8%) vs. Q1 2026
New holders: 121; 582 more added
Sold out: 83; 416 more reduced

11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 1,408 institutions

Value heldQ2 2026: $32.7B

Institutions holding WEC and their total value by quarter
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, Q2 2026

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q1 2026.

Institutions holding WEC in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Navigoe, LLC	4	$0	0.00%	+4	New
Meeder Asset Management Inc	1	$117	0.00%	00.0%	Unchanged
3 Factor Indexing, LLC	1	$117	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	1	$117	0.00%	+1	New
Halbert Hargrove Global Advisors, LLC	1	$173	0.00%	+1	New
Signature Resources Capital Management, LLC	2	$234	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	2	$234	0.00%	+2	New
DecisionPoint Financial, LLC	3	$349	0.00%	+3	New
IMA Wealth, Inc.	3	$350	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	4	$467	0.00%	−12−75.0%	Reduced
Morton Brown Family Wealth, LLC	4	$467	0.00%	+4	New
Strive Financial Group ,LLC	4	$467	0.00%	+4	New
Downshift Financial, LLC	4	$467	0.00%	+4	New
NVWM, LLC	5	$584	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	5	$586	0.00%	+5	New
Quaker Wealth Management, LLC	6	$701	0.00%	00.0%	Unchanged
Nvest Wealth Strategies, Inc.	6	$701	0.00%	+4+200.0%	Added
Whipplewood Advisors, LLC	8	$934	0.00%	−38−82.6%	Reduced
Cheviot Value Management, LLC	8	$934	0.00%	00.0%	Unchanged
Davis Capital Management	8	$934	0.00%	+4+100.0%	Added
IMG Wealth Management, Inc.	9	$1.05K	0.00%	00.0%	Unchanged
1015 Capital Partners, LLC	9	$1.05K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	9	$1.05K	0.00%	+9	New
American National Bank	11	$1.28K	0.00%	00.0%	Unchanged
Investors Research Corp	11	$1.28K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	12	$1.42K	0.00%	00.0%	Unchanged
Imprint Wealth LLC	13	$1.52K	0.01%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	13	$1.52K	0.00%	00.0%	Unchanged
PlanVest Financial, Inc	13	$1.52K	0.00%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	13	$1.52K	0.00%	+13	New
Sankala Group LLC	14	$1.55K	0.00%	00.0%	Unchanged
Activest Wealth Management	14	$1.64K	0.00%	−74−84.1%	Reduced
WestEnd Advisors, LLC	15	$1.75K	0.00%	+2+15.4%	Added
HFM Investment Advisors, LLC	15	$1.75K	0.00%	+8+114.3%	Added
Proathlete Wealth Management LLC	15	$1.77K	0.00%	00.0%	Unchanged
Key Capital Management, INC	16	$1.87K	0.00%	00.0%	Unchanged
Planning Strategies Inc.	16	$1.87K	0.00%	+16	New
Arlington Trust Co LLC	17	$1.99K	0.00%	−100−85.5%	Reduced
Ogorek Anthony Joseph	22	$2.00K	0.00%	00.0%	Unchanged
South State Corp.	18	$2.10K	0.00%	00.0%	Unchanged
Mechanics Financial Corp	18	$2.10K	0.00%	+18	New
Abound Wealth Management	19	$2.24K	0.00%	−37−66.1%	Reduced
Monetary Solutions, Ltd	20	$2.33K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	20	$2.34K	0.00%	+20	New
Wall Street Access Asset Management, LLC	20	$2.34K	0.00%	+20	New
Fulcrum Asset Management LLP	21	$2.49K	0.00%	−3,025−99.3%	Reduced
Aspect Partners, LLC	22	$2.57K	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	22	$2.57K	0.00%	+13+144.4%	Added
Creative Capital Management Investments LLC	22	$2.57K	0.00%	+22	New
Tounjian Advisory Partners, LLC	22	$2.63K	0.00%	−10,672−99.8%	Reduced
Ameriflex Group, Inc.	24	$2.80K	0.00%	+3+14.3%	Added
Old Point Trust & Financial Services N A	25	$2.92K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	25	$2.92K	0.00%	+25	New
Penserra Capital Management LLC	27	$3.00K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	27	$3.00K	0.00%	00.0%	Unchanged
Winthrop Capital Management, LLC	25	$3.00K	0.00%	00.0%	Unchanged
Virginia Estate & Retirement Planning Advisors Inc.	29	$3.39K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	30	$3.50K	0.00%	+17+130.8%	Added
High Note Wealth, LLC	31	$3.62K	0.00%	−3−8.8%	Reduced
Evolution Wealth Management Inc.	31	$3.62K	0.00%	+12+63.2%	Added
Torren Management, LLC	32	$3.71K	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	34	$3.97K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	34	$3.97K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	34	$3.97K	0.00%	+29+580.0%	Added
Horizon Bancorp Inc	34	$4.00K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	37	$4.32K	0.00%	+37	New
Clark Wealth Partners	38	$4.44K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	38	$4.46K	0.00%	−2−5.0%	Reduced
Raffa Wealth Management, LLC	42	$4.90K	0.00%	00.0%	Unchanged
Osbon Capital Management LLC	42	$4.91K	0.00%	00.0%	Unchanged
Mosley Wealth Management	43	$5.02K	0.00%	−1−2.3%	Reduced
Kilter Group LLC	43	$5.02K	0.00%	−19−30.6%	Reduced
J.Safra Asset Management Corp	45	$5.25K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	47	$5.49K	0.00%	+27+135.0%	Added
ZRC Wealth Management, LLC	47	$5.49K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	50	$5.84K	0.00%	+10+25.0%	Added
Nemes Rush Group LLC	51	$5.96K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	51	$5.96K	0.00%	+13+34.2%	Added
Cassaday & Co Wealth Management LLC	51	$5.96K	0.00%	−13−20.3%	Reduced
TD Capital Management LLC	54	$6.31K	0.00%	00.0%	Unchanged
Fairman Group, LLC	55	$6.42K	0.01%	00.0%	Unchanged
GHP Investment Advisors, Inc.	55	$6.42K	0.00%	00.0%	Unchanged
1620 Investment Advisors, Inc.	59	$6.89K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	60	$7.01K	0.00%	+8+15.4%	Added
Rialto Wealth Management, LLC	60	$7.01K	0.00%	+43+252.9%	Added
Reyes Financial Architecture, Inc.	61	$7.12K	0.00%	00.0%	Unchanged
McDonald Partners LLC	65	$7.59K	0.00%	+65	New
Darwin Advisors, LLC	65	$7.60K	0.00%	+1+1.6%	Added
Delta Asset Management LLC	66	$7.71K	0.00%	+66	New
Newbridge Financial Services Group, Inc.	67	$7.81K	0.00%	+1+1.5%	Added
Silver Grove Financial Group, Inc.	68	$7.97K	0.00%	+68	New
Ares Financial Consulting, LLC	72	$8.41K	0.01%	00.0%	Unchanged
Sunrise Financial Services, LLC	72	$8.41K	0.00%	00.0%	Unchanged
Clear Street Markets LLC	76	$8.88K	0.00%	+23+43.4%	Added
Hickory Point Bank & Trust	77	$8.99K	0.01%	00.0%	Unchanged
Accent Capital Management, LLC	77	$8.99K	0.00%	+14+22.2%	Added
Highline Wealth Partners LLC	79	$9.22K	0.00%	+33+71.7%	Added
Bare Financial Services, Inc	79	$9.22K	0.00%	+38+92.7%	Added
Cornerstone Financial Management LLC	81	$9.46K	0.01%	+18+28.6%	Added
Markowski Investments	82	$9.57K	0.00%	+82	New