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, 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
Q3 2026 data is still coming in: 5 institutions have reported holding WEC so far. See Q3 2026
- 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 20,313 | $2.37M | 0.04% | −1,850−8.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 20,364 | $2.38M | 0.00% | −84−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,430 | $2.39M | 0.01% | +7,030+52.5% | Added |
| Kentucky Retirement Systems | 20,555 | $2.40M | 0.06% | +20,555 | New |
| Colonial Trust Co | 21,044 | $2.46M | 0.31% | +255+1.2% | Added |
| Lido Advisors, LLC | 21,045 | $2.46M | 0.01% | +1,099+5.5% | Added |
| Fideuram Asset Management (Ireland) dac | 21,658 | $2.48M | 0.05% | +19,923+1,148.3% | Added |
| Agf Management Ltd | 21,241 | $2.48M | 0.01% | +10,389+95.7% | Added |
| Summit Trail Advisors, LLC | 21,348 | $2.49M | 0.03% | +1,187+5.9% | Added |
| Flputnam Investment Management Co | 21,392 | $2.50M | 0.03% | +609+2.9% | Added |
| Dana Investment Advisors, Inc. | 21,430 | $2.50M | 0.07% | +171+0.8% | Added |
| Stonebridge Financial Group, LLC | 21,710 | $2.54M | 0.19% | +624+3.0% | Added |
| Spirit of America Management Corp | 21,800 | $2.55M | 0.48% | +500+2.3% | Added |
| Mesirow Financial Investment Management, Inc. | 21,861 | $2.55M | 0.04% | −669−3.0% | Reduced |
| Excelsior Advisor Network LLC | 21,903 | $2.56M | 0.34% | +19,357+760.3% | Added |
| Nomura Holdings Inc | 21,958 | $2.56M | 0.01% | −14,304−39.4% | Reduced |
| Great Valley Advisor Group, Inc. | 21,968 | $2.57M | 0.04% | +1,563+7.7% | Added |
| Sit Investment Associates Inc | 21,980 | $2.57M | 0.05% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 22,217 | $2.59M | 1.06% | −500−2.2% | Reduced |
| Ellenbecker Investment Group | 22,262 | $2.60M | 0.30% | +770+3.6% | Added |
| Penobscot Investment Management Company, Inc. | 22,422 | $2.62M | 0.18% | −478−2.1% | Reduced |
| GAM Holding AG | 22,537 | $2.63M | 0.20% | +17,978+394.3% | Added |
| Meyer Handelman Co | 22,550 | $2.63M | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 22,729 | $2.65M | 0.22% | +2,686+13.4% | Added |
| Saudi Central Bank | 22,799 | $2.66M | 0.03% | +10,792+89.9% | Added |
| Broadwater Capital Management LLC | 23,150 | $2.70M | 1.96% | −50−0.2% | Reduced |
| Brevan Howard Capital Management LP | 23,480 | $2.74M | 0.04% | −18,200−43.7% | Reduced |
| Gsa Capital Partners LLP | 23,837 | $2.78M | 0.18% | +14,061+143.8% | Added |
| Fulton Bank, N.A. | 24,135 | $2.82M | 0.09% | +3,408+16.4% | Added |
| Intech Investment Management LLC | 24,249 | $2.83M | 0.03% | −16,455−40.4% | Reduced |
| Pacer Advisors, Inc. | 24,340 | $2.84M | 0.01% | −2,984−10.9% | Reduced |
| Ascent Group, LLC | 24,497 | $2.86M | 0.09% | −2,057−7.7% | Reduced |
| Synergy Financial Management, LLC | 24,620 | $2.87M | 0.27% | +24,620 | New |
| Private Advisor Group, LLC | 24,692 | $2.88M | 0.01% | −4,006−14.0% | Reduced |
| RFG Advisory, LLC | 24,716 | $2.89M | 0.05% | +776+3.2% | Added |
| Gulf International Bank (UK) Ltd | 24,802 | $2.90M | 0.06% | −338−1.3% | Reduced |
| Marietta Investment Partners LLC | 24,829 | $2.90M | 0.50% | −260−1.0% | Reduced |
| Bridgewater Associates, LP | 24,998 | $2.92M | 0.01% | +24,998 | New |
| We Are One Seven, LLC | 25,099 | $2.93M | 0.05% | +1,928+8.3% | Added |
| Diversified Management Inc | 25,869 | $3.02M | 0.65% | −7,508−22.5% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,877 | $3.02M | 0.80% | +525+2.1% | Added |
| Independent Advisor Alliance | 26,077 | $3.05M | 0.07% | +797+3.2% | Added |
| Associated Banc-Corp | 26,330 | $3.07M | 0.07% | +599+2.3% | Added |
| Rothschild Investment LLC | 26,427 | $3.09M | 0.12% | −69−0.3% | Reduced |
| USS Investment Management Ltd | 26,549 | $3.10M | 0.01% | −18,450−41.0% | Reduced |
| Prosperity Consulting Group, LLC | 26,680 | $3.12M | 0.12% | −152−0.6% | Reduced |
| Lantz Financial LLC | 26,829 | $3.13M | 0.57% | +556+2.1% | Added |
| Pensionmark Financial Group, LLC | 27,344 | $3.17M | 0.05% | −1,692−5.8% | Reduced |
| Credit Agricole S A | 27,279 | $3.19M | 0.01% | +13,278+94.8% | Added |
| QRG Capital Management, Inc. | 27,374 | $3.20M | 0.03% | +4,553+20.0% | Added |
| Beacon Pointe Advisors, LLC | 27,409 | $3.20M | 0.01% | −397−1.4% | Reduced |
| apricus wealth, LLC | 27,695 | $3.23M | 1.54% | −320−1.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 27,716 | $3.24M | 1.19% | +646+2.4% | Added |
| Brown Advisory Inc | 27,884 | $3.26M | 0.01% | +326+1.2% | Added |
| AlphaCore Capital LLC | 28,056 | $3.28M | 0.06% | +4,509+19.1% | Added |
| Foundations Investment Advisors, LLC | 28,472 | $3.32M | 0.03% | +221+0.8% | Added |
| Tudor Investment Corp Et Al | 28,760 | $3.36M | 0.01% | −22,522−43.9% | Reduced |
| Keybank National Association | 29,028 | $3.39M | 0.01% | +1,732+6.3% | Added |
| Trilogy Capital Inc. | 29,110 | $3.40M | 0.13% | +366+1.3% | Added |
| Wedbush Securities Inc | 29,121 | $3.40M | 0.09% | −1,159−3.8% | Reduced |
| Public Employees Retirement Association of Colorado | 29,210 | $3.41M | 0.01% | −127−0.4% | Reduced |
| Global Trust Wealth Management LLC | 29,428 | $3.44M | 2.37% | 00.0% | Unchanged |
| Regions Financial Corp | 29,688 | $3.47M | 0.02% | −9,913−25.0% | Reduced |
| GAMMA Investing LLC | 30,049 | $3.51M | 0.13% | +3,484+13.1% | Added |
| Keebeck Wealth Management, LLC | 30,280 | $3.54M | 0.35% | +1,409+4.9% | Added |
| Empowered Funds, LLC | 30,428 | $3.55M | 0.02% | −1,018−3.2% | Reduced |
| Journey Advisory Group, LLC | 30,447 | $3.56M | 0.27% | +133+0.4% | Added |
| Leavell Investment Management, Inc. | 30,676 | $3.58M | 0.13% | −271−0.9% | Reduced |
| Farmers & Merchants Investments Inc | 30,722 | $3.59M | 0.09% | −20.0% | Reduced |
| Alps Advisors Inc | 30,866 | $3.60M | 0.02% | +19,165+163.8% | Added |
| Jefferies Financial Group Inc. | 30,920 | $3.61M | 0.03% | +30,920 | New |
| Cincinnati Casualty Co | 31,000 | $3.62M | 1.92% | 00.0% | Unchanged |
| Allstate Corp | 31,730 | $3.71M | 0.04% | +822+2.7% | Added |
| Global Retirement Partners, LLC | 31,775 | $3.71M | 0.06% | +31,775 | New |
| Cape Cod Five Cents Savings Bank | 31,852 | $3.72M | 0.30% | +31,852 | New |
| State of Alaska, Department of Revenue | 31,915 | $3.73M | 0.04% | −905−2.8% | Reduced |
| NBC Securities, Inc. | 32,266 | $3.77M | 0.26% | −460−1.4% | Reduced |
| Level Four Advisory Services, LLC | 32,268 | $3.77M | 0.11% | +1,162+3.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,315 | $3.77M | 0.07% | +32,315 | New |
| Pathstone Holdings, LLC | 32,662 | $3.83M | 0.01% | +2,272+7.5% | Added |
| Ameritas Advisory Services, LLC | 33,072 | $3.86M | 0.08% | +20,245+157.8% | Added |
| Mutual of America Capital Management LLC | 33,565 | $3.92M | 0.04% | −1,046−3.0% | Reduced |
| Sciencast Management LP | 34,091 | $3.98M | 0.83% | +34,091 | New |
| KBC Group NV | 34,792 | $4.06M | 0.01% | +73+0.2% | Added |
| Schroder Investment Management Group | 34,836 | $4.13M | 0.00% | −6,329−15.4% | Reduced |
| First American Bank | 35,796 | $4.18M | 0.23% | +765+2.2% | Added |
| Rafferty Asset Management, LLC | 35,974 | $4.20M | 0.01% | +9,637+36.6% | Added |
| Steward Partners Investment Advisory, LLC | 36,031 | $4.21M | 0.02% | +369+1.0% | Added |
| Johnson Financial Group, Inc. | 36,089 | $4.21M | 0.14% | +5,096+16.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 36,408 | $4.25M | 0.04% | −115,990−76.1% | Reduced |
| D.A. Davidson & Co. | 36,585 | $4.27M | 0.02% | +4,118+12.7% | Added |
| Kestra Private Wealth Services, LLC | 36,622 | $4.28M | 0.05% | +426+1.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 36,702 | $4.29M | 0.02% | −679−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,733 | $4.29M | 0.06% | −160.0% | Reduced |
| UniSuper Management Pty Ltd | 36,804 | $4.30M | 0.02% | +4,718+14.7% | Added |
| Principal Securities, Inc. | 37,606 | $4.39M | 0.05% | +2,233+6.3% | Added |
| Somerset Trust Co | 37,753 | $4.41M | 1.25% | +321+0.9% | Added |
| Susquehanna International Group, LLP | 38,502 | $4.50M | 0.00% | −14,621−27.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 39,313 | $4.59M | 0.13% | +2,518+6.8% | Added |
| Vise Technologies, Inc. | 39,370 | $4.60M | 0.05% | +26,329+201.9% | Added |