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 |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 343 | $40.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 352 | $41.2K | 0.00% | −3,153−90.0% | Reduced |
| Cedar Mountain Advisors, LLC | 362 | $42.3K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 368 | $43.0K | 0.00% | +368 | New |
| Strategic Wealth Advisors LLC | 414 | $43.0K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 369 | $43.1K | 0.00% | −1,528−80.5% | Reduced |
| Piscataqua Savings Bank | 378 | $44.1K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 378 | $44.2K | 0.00% | −37−8.9% | Reduced |
| Aventus Investment Advisors, Inc. | 380 | $44.4K | 0.03% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 398 | $46.5K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 399 | $46.6K | 0.01% | +399 | New |
| True Wealth Design, LLC | 416 | $48.6K | 0.01% | +79+23.4% | Added |
| First National Bank | 421 | $49.2K | 0.02% | +421 | New |
| Hoey Investments, Inc | 423 | $49.4K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $50.2K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 431 | $50.3K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 438 | $51.0K | 0.00% | +41+10.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $51.4K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 450 | $52.5K | 0.00% | +450 | New |
| Seneschal Advisors, LLC | 454 | $53.0K | 0.04% | +1+0.2% | Added |
| JPL Wealth Management, LLC | 462 | $53.9K | 0.01% | +4+0.9% | Added |
| First Horizon Corp | 469 | $54.8K | 0.00% | +12+2.6% | Added |
| Birchwood Financial Partners, Inc. | 469 | $54.8K | 0.04% | +4+0.9% | Added |
| Grove Bank & Trust | 470 | $54.9K | 0.01% | +300+176.5% | Added |
| POM Investment Strategies, LLC | 474 | $55.3K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 498 | $58.1K | 0.01% | +18+3.8% | Added |
| Ostrum Asset Management | 504 | $58.9K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 506 | $59.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 516 | $60.2K | 0.01% | +31+6.4% | Added |
| Bruce G. Allen Investments, LLC | 517 | $60.4K | 0.04% | +21+4.2% | Added |
| Salem Investment Counselors Inc | 519 | $60.6K | 0.00% | 00.0% | Unchanged |
| Bayban | 520 | $60.7K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 521 | $60.8K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 532 | $62.2K | 0.01% | +114+27.3% | Added |
| Cornerstone Planning Group LLC | 555 | $63.0K | 0.01% | −42−7.0% | Reduced |
| Barrett & Company, Inc. | 540 | $63.1K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 545 | $63.6K | 0.01% | −26−4.6% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 554 | $65.6K | 0.00% | +554 | New |
| CNB Bank | 564 | $65.9K | 0.03% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $67.7K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 584 | $68.2K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 595 | $69.5K | 0.01% | +11+1.9% | Added |
| Ancora Advisors, LLC | 596 | $69.6K | 0.00% | −98−14.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 600 | $70.1K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $70.1K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 604 | $70.5K | 0.01% | +17+2.9% | Added |
| Clean Yield Group | 617 | $72.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 656 | $76.6K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 666 | $77.8K | 0.00% | −150−18.4% | Reduced |
| Friedenthal Financial | 666 | $77.8K | 0.04% | +635+2,048.4% | Added |
| Financial Consulate, Inc | 669 | $78.1K | 0.01% | −39−5.5% | Reduced |
| Strengthening Families & Communities, LLC | 681 | $79.5K | 0.02% | +13+1.9% | Added |
| GW&K Investment Management, LLC | 720 | $84.0K | 0.00% | −12−1.6% | Reduced |
| Action Point Financial Planning, LLC | 733 | $85.1K | 0.01% | +733 | New |
| NBH Bank | 733 | $85.6K | 0.04% | +733 | New |
| Deseret Mutual Benefit Administrators | 736 | $85.9K | 0.03% | −50−6.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 744 | $86.9K | 0.02% | +744 | New |
| Concord Wealth Partners | 750 | $87.6K | 0.01% | +750 | New |
| Pinnacle Bancorp, Inc. | 794 | $92.7K | 0.02% | −188−19.1% | Reduced |
| Rossby Financial, LCC | 826 | $96.5K | 0.02% | −58−6.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 840 | $98.1K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 862 | $100.7K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 863 | $100.8K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 888 | $103.7K | 0.06% | −5−0.6% | Reduced |
| Financial Network Wealth Advisors LLC | 890 | $103.9K | 0.11% | −260−22.6% | Reduced |
| First Pacific Financial | 902 | $105.3K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 903 | $105.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 913 | $107.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 976 | $114.0K | 0.02% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,000 | $115.1K | 0.08% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,059 | $115.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,060 | $123.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,060 | $123.8K | 0.01% | +6+0.6% | Added |
| IFG Advisory, LLC | 1,079 | $126.0K | 0.00% | +1,079 | New |
| Rosenberg Matthew Hamilton | 1,095 | $127.9K | 0.02% | +213+24.1% | Added |
| Evermay Wealth Management LLC | 1,128 | $131.7K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,132 | $132.2K | 0.06% | −55−4.6% | Reduced |
| Avanza Fonder AB | 1,134 | $132.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,138 | $132.9K | 0.06% | +183+19.2% | Added |
| CoreCap Advisors, LLC | 1,222 | $142.6K | 0.00% | +9+0.7% | Added |
| Havemeyer Place LP | 1,278 | $149.2K | 0.01% | +1,278 | New |
| Hills Bank & Trust Co | 1,278 | $149.2K | 0.01% | −408−24.2% | Reduced |
| SJS Investment Consulting Inc. | 1,313 | $153.3K | 0.02% | +347+35.9% | Added |
| NBT Bank N A | 1,314 | $153.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,338 | $156.2K | 0.04% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 1,390 | $158.2K | 0.06% | +4+0.3% | Added |
| Centaurus Financial, Inc. | 1,386 | $162.0K | 0.01% | +174+14.4% | Added |
| Align Financial, LLC | 1,405 | $164.1K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 1,408 | $164.2K | 0.00% | −4−0.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,412 | $164.9K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,512 | $176.6K | 0.04% | +25+1.7% | Added |
| Versant Capital Management, Inc | 1,530 | $178.7K | 0.02% | −46−2.9% | Reduced |
| Quarry LP | 1,554 | $181.5K | 0.03% | +332+27.2% | Added |
| Operose Advisors LLC | 1,580 | $184.5K | 0.04% | −124−7.3% | Reduced |
| Quent Capital, LLC | 1,612 | $188.3K | 0.01% | +176+12.3% | Added |
| Lloyd Advisory Services, LLC. | 1,616 | $188.7K | 0.07% | −3,705−69.6% | Reduced |
| Richardson Financial Services Inc. | 1,636 | $191.0K | 0.11% | −40−2.4% | Reduced |
| Creative Financial Designs Inc | 1,643 | $191.9K | 0.01% | +10+0.6% | Added |
| Banque Cantonale Vaudoise | 1,656 | $193.0K | 0.01% | +789+91.0% | Added |
| JNBA Financial Advisors | 1,664 | $194.3K | 0.01% | 00.0% | Unchanged |