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
- 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 |
|---|---|---|---|---|---|
| Solstein Capital, LLC | 82 | $9.57K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 82 | $9.57K | 0.00% | +82 | New |
| Dunhill Financial, LLC | 82 | $9.59K | 0.00% | −2−2.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 82 | $9.63K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 85 | $9.93K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 87 | $10.2K | 0.00% | +87 | New |
| McCarthy Grittinger Financial Group, LLC | 89 | $10.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 93 | $10.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 102 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 96 | $11.0K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 98 | $11.4K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 98 | $11.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| RHL Group, LLC | 101 | $11.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 104 | $12.0K | 0.00% | +53+103.9% | Added |
| Northstar Asset Management LLC | 105 | $12.2K | 0.00% | +105 | New |
| JFS Wealth Advisors, LLC | 108 | $12.6K | 0.00% | +2+1.9% | Added |
| Strategic Wealth Partners, Ltd. | 109 | $12.7K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 111 | $13.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 112 | $13.1K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 113 | $13.2K | 0.00% | +17+17.7% | Added |
| Asset Dedication, LLC | 114 | $13.3K | 0.00% | −277−70.8% | Reduced |
| Aberdeen Wealth Management LLC | 114 | $13.3K | 0.01% | +114 | New |
| Golden State Wealth Management, LLC | 115 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 116 | $13.5K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 119 | $13.9K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 123 | $14.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 125 | $14.6K | 0.00% | −18−12.6% | Reduced |
| Rogco, LP | 126 | $14.7K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 127 | $14.8K | 0.00% | +4+3.3% | Added |
| PFS Partners, LLC | 131 | $15.3K | 0.01% | +1+0.8% | Added |
| Midwest Capital Advisors, LLC | 136 | $15.9K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 137 | $16.0K | 0.00% | +9+7.0% | Added |
| Bogart Wealth, LLC | 138 | $16.1K | 0.00% | +81+142.1% | Added |
| Kerr Financial Planning Corp | 150 | $17.4K | 0.02% | +2+1.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 151 | $17.6K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 153 | $17.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 151 | $18.0K | 0.01% | +7+4.9% | Added |
| Key Financial Inc | 156 | $18.2K | 0.00% | +50+47.2% | Added |
| Triumph Capital Management | 158 | $18.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 158 | $18.4K | 0.01% | +106+203.8% | Added |
| First Community Trust NA | 166 | $19.4K | 0.01% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 168 | $19.6K | 0.00% | +168 | New |
| Aventura Private Wealth, LLC | 176 | $20.6K | 0.01% | +176 | New |
| Stone House Investment Management, LLC | 178 | $20.8K | 0.00% | +41+29.9% | Added |
| Hoese & Co LLP | 180 | $21.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 193 | $22.5K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 193 | $22.5K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $23.4K | 0.00% | −200−50.0% | Reduced |
| Harbor Investment Advisory, LLC | 200 | $23.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 200 | $23.4K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 204 | $23.8K | 0.02% | +5+2.5% | Added |
| ORG Wealth Partners, LLC | 205 | $23.9K | 0.00% | −1,792−89.7% | Reduced |
| MV Capital Management, Inc. | 206 | $24.1K | 0.00% | +4+2.0% | Added |
| Joseph Group Capital Management | 213 | $24.9K | 0.01% | −651−75.3% | Reduced |
| Richard W. Paul & Associates, LLC | 213 | $24.9K | 0.01% | +34+19.0% | Added |
| Alpine Bank Wealth Management | 214 | $25.0K | 0.00% | +214 | New |
| Hollencrest Capital Management | 217 | $25.3K | 0.00% | −395−64.5% | Reduced |
| Sachetta, LLC | 221 | $25.8K | 0.01% | +73+49.3% | Added |
| SHP Wealth Management | 222 | $25.9K | 0.00% | +26+13.3% | Added |
| Boyd Watterson Asset Management LLC | 228 | $26.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 231 | $27.0K | 0.00% | −15−6.1% | Reduced |
| Gen-Wealth Partners Inc | 231 | $27.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 236 | $27.6K | 0.01% | +49+26.2% | Added |
| Whittier Trust Co of Nevada Inc | 236 | $27.8K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 240 | $28.0K | 0.02% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 242 | $28.1K | 0.01% | +15+6.6% | Added |
| Olistico Wealth, LLC | 245 | $28.6K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 247 | $28.8K | 0.01% | +145+142.2% | Added |
| Coastline Trust Co | 249 | $29.1K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 266 | $29.2K | 0.00% | +266 | New |
| SBI Securities Co., Ltd. | 250 | $29.2K | 0.00% | +65+35.1% | Added |
| Hilltop National Bank | 259 | $30.2K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 260 | $30.4K | 0.02% | +8+3.2% | Added |
| Hughes Financial Services, LLC | 262 | $30.6K | 0.00% | +15+6.1% | Added |
| Salomon & Ludwin, LLC | 265 | $30.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 266 | $31.0K | 0.00% | +1+0.4% | Added |
| WPG Advisers, LLC | 266 | $31.1K | 0.02% | +47+21.5% | Added |
| Prudent Man Investment Management, Inc. | 300 | $31.6K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 272 | $31.8K | 0.00% | +272 | New |
| Truvestments Capital LLC | 278 | $32.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 279 | $32.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 280 | $32.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 282 | $32.9K | 0.00% | +126+80.8% | Added |
| Silvant Capital Management LLC | 290 | $33.9K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 291 | $34.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 293 | $34.2K | 0.02% | −1,648−84.9% | Reduced |
| GoalVest Advisory LLC | 294 | $34.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 296 | $34.6K | 0.02% | +2+0.7% | Added |
| Owl Creek Wealth Partners LLC | 310 | $36.2K | 0.01% | +10+3.3% | Added |
| Napier Financial, LLC | 315 | $36.8K | 0.01% | −51−13.9% | Reduced |
| Valley National Advisers Inc | 319 | $37.3K | 0.00% | +3+0.9% | Added |
| Peoples Financial Services Corp. | 326 | $38.1K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 333 | $38.9K | 0.01% | +1+0.3% | Added |
| Center for Financial Planning, Inc. | 333 | $38.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 337 | $39.4K | 0.00% | +11+3.4% | Added |
| Harborfront Financial Group LLC | 342 | $40.0K | 0.15% | +342 | New |