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 |
|---|---|---|---|---|---|
| Index Technologies Group LLC | 1,688 | $197.1K | 0.16% | +1,688 | New |
| Optiver Holding B.V. | 1,694 | $197.8K | 0.00% | +644+61.3% | Added |
| TIAA Wealth Investment Management LLC | 1,696 | $198.1K | 0.00% | +98+6.1% | Added |
| LCM Capital Management Inc | 1,713 | $200.1K | 0.09% | +1,713 | New |
| Biltmore Family Office, LLC | 1,716 | $200.4K | 0.03% | −86−4.8% | Reduced |
| Charter Trust Co | 1,722 | $201.1K | 0.01% | +1,722 | New |
| Virtus Investment Advisers, Inc. | 1,727 | $201.7K | 0.05% | +47+2.8% | Added |
| Insigneo Advisory Services, LLC | 1,743 | $203.5K | 0.01% | +1,743 | New |
| Lazard Asset Management LLC | 1,743 | $203.5K | 0.00% | −5,432−75.7% | Reduced |
| Ausdal Financial Partners, Inc. | 1,749 | $204.2K | 0.01% | −313−15.2% | Reduced |
| Monetary Management Group Inc | 1,750 | $204.3K | 0.04% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,753 | $204.7K | 0.02% | −28−1.6% | Reduced |
| Walker Asset Management, LLC | 1,755 | $205.0K | 0.10% | −5−0.3% | Reduced |
| Miracle Mile Advisors, LLC | 1,776 | $207.3K | 0.00% | +1,776 | New |
| Radnor Capital Management, LLC | 1,778 | $207.6K | 0.03% | 00.0% | Unchanged |
| J.M. Arbour, LLC | 1,779 | $207.7K | 0.18% | +1,779 | New |
| Artesa Financial Group, LLC | 1,779 | $207.8K | 0.18% | +15+0.9% | Added |
| Brady Family Wealth, LLC | 1,790 | $209.0K | 0.06% | −14−0.8% | Reduced |
| Wrapmanager Inc | 1,792 | $209.3K | 0.07% | +25+1.4% | Added |
| Evergreen Wealth Solutions, LLC | 1,899 | $209.5K | 0.01% | +1,899 | New |
| Inspire Advisors, LLC | 1,796 | $209.7K | 0.01% | +1,796 | New |
| Edgemoor Investment Advisors, Inc. | 1,799 | $210.1K | 0.01% | −153−7.8% | Reduced |
| Correct Capital Wealth Management | 1,800 | $210.2K | 0.04% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,806 | $210.9K | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,808 | $211.1K | 0.01% | +1,808 | New |
| Ipswich Investment Management Co., Inc. | 1,812 | $211.6K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,814 | $211.8K | 0.03% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1,817 | $212.2K | 0.08% | +15+0.8% | Added |
| Bill Few Associates, Inc. | 1,819 | $212.4K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 1,819 | $212.4K | 0.00% | +49+2.8% | Added |
| Stonebrook Private Inc. | 1,822 | $212.8K | 0.04% | +1,822 | New |
| Perfromance Wealth Partners, LLC | 1,826 | $213.2K | 0.01% | +29+1.6% | Added |
| Boston Private Wealth LLC | 1,829 | $213.6K | 0.01% | −33−1.8% | Reduced |
| Lazari Capital Management, Inc. | 1,837 | $214.5K | 0.07% | +15+0.8% | Added |
| Finward Bancorp | 1,843 | $215.2K | 0.16% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,850 | $216.0K | 0.12% | +1,850 | New |
| Renasant Bank | 1,853 | $216.4K | 0.14% | +1,853 | New |
| Graham Capital Management, L.P. | 1,862 | $217.4K | 0.01% | +1,862 | New |
| Clark Asset Management, LLC | 1,870 | $218.4K | 0.02% | +22+1.2% | Added |
| Pinnacle Financial Partners, Inc. | 1,887 | $220.4K | 0.00% | −385−16.9% | Reduced |
| Asset One Wealth Management LLC | 1,956 | $221.0K | 0.02% | −120−5.8% | Reduced |
| Tradition Wealth Management, LLC | 1,897 | $221.6K | 0.01% | +8+0.4% | Added |
| Liberty Capital Management, Inc. | 1,899 | $221.7K | 0.04% | +1,899 | New |
| Beese Fulmer Investment Management, Inc. | 1,901 | $222.0K | 0.01% | +1,901 | New |
| Boston Research & Management Inc | 1,902 | $222.1K | 0.05% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 1,905 | $222.4K | 0.00% | −246−11.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,905 | $222.4K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,914 | $223.5K | 0.06% | −24−1.2% | Reduced |
| D'Orazio & Associates, Inc. | 1,914 | $223.5K | 0.03% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 1,929 | $225.3K | 0.14% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,930 | $225.4K | 0.02% | +1,930 | New |
| Man Group plc | 1,935 | $225.9K | 0.00% | −117,219−98.4% | Reduced |
| Plancorp, LLC | 1,958 | $226.9K | 0.01% | −50−2.5% | Reduced |
| LVZ Advisors, Inc. | 1,958 | $228.6K | 0.02% | +3+0.2% | Added |
| Friday Financial | 1,945 | $228.9K | 0.06% | +1,945 | New |
| Community Bank & Trust, Waco, Texas | 1,964 | $229.0K | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,971 | $230.2K | 0.00% | +1,971 | New |
| Oxbow Advisors, LLC | 1,971 | $230.2K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,978 | $230.9K | 0.04% | −70−3.4% | Reduced |
| Independent Wealth Network Inc. | 1,986 | $231.9K | 0.06% | −124−5.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,986 | $231.9K | 0.01% | −82−4.0% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $232.7K | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,993 | $232.8K | 0.00% | −58−2.8% | Reduced |
| O'Domhnaill Enterprises, Inc. | 2,000 | $233.5K | 0.19% | +88+4.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $234.0K | 0.06% | 00.0% | Unchanged |
| Sandro Wealth Management LLC | 2,009 | $234.5K | 0.17% | +141+7.5% | Added |
| Enterprise Financial Services Corp | 2,021 | $236.0K | 0.10% | +210+11.6% | Added |
| RiverFront Investment Group, LLC | 2,025 | $236.5K | 0.00% | +223+12.4% | Added |
| FSB Premier Wealth Management, Inc. | 2,025 | $236.5K | 0.07% | +2,025 | New |
| Optas, LLC | 2,033 | $237.4K | 0.03% | +156+8.3% | Added |
| Resonant Capital Advisors, LLC | 2,039 | $238.1K | 0.01% | −310−13.2% | Reduced |
| Panagora Asset Management Inc | 2,041 | $238.3K | 0.00% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 2,042 | $238.4K | 0.10% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,042 | $238.4K | 0.00% | −67,596−97.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,052 | $239.6K | 0.01% | 00.0% | Unchanged |
| COFG Advisors, LLC | 2,057 | $240.1K | 0.04% | +15+0.7% | Added |
| Tompkins Financial Corp | 2,064 | $241.0K | 0.02% | +64+3.2% | Added |
| Summitry LLC | 2,065 | $241.1K | 0.01% | +176+9.3% | Added |
| KilterHowling LLC | 2,068 | $241.5K | 0.11% | +18+0.9% | Added |
| Neville Rodie & Shaw Inc | 2,078 | $243.0K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,082 | $243.1K | 0.02% | +2,082 | New |
| Kerntke Otto McGlone Wealth Management Group | 2,084 | $243.4K | 0.15% | +8+0.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,089 | $243.9K | 0.06% | −113−5.1% | Reduced |
| Essex Savings Bank | 2,091 | $244.2K | 0.05% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,154 | $244.8K | 0.02% | +2,154 | New |
| Blue Chip Partners, Inc. | 2,100 | $245.2K | 0.02% | −92−4.2% | Reduced |
| L2 Asset Management, LLC | 2,100 | $245.2K | 0.03% | −137−6.1% | Reduced |
| Isthmus Partners, LLC | 2,129 | $248.6K | 0.02% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 2,150 | $248.9K | 0.05% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $249.1K | 0.34% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,135 | $249.3K | 0.01% | +28+1.3% | Added |
| Caitong International Asset Management Co., Ltd | 2,139 | $249.8K | 0.03% | +2,139 | New |
| Roman Butler Fullerton & Co | 2,170 | $251.4K | 0.06% | −140−6.1% | Reduced |
| Larson Financial Group LLC | 2,153 | $251.5K | 0.01% | +255+13.4% | Added |
| Teacher Retirement System of Texas | 2,159 | $252.1K | 0.00% | −2,691−55.5% | Reduced |
| Simplex Trading, LLC | 2,165 | $252.8K | 0.01% | +2,165 | New |
| Hager Investment Management Services, LLC | 2,170 | $253.4K | 0.12% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,187 | $254.2K | 0.03% | +19+0.9% | Added |
| Equitable Trust Co | 2,182 | $254.8K | 0.01% | +50+2.3% | Added |
| Second Line Capital, LLC | 2,191 | $255.8K | 0.05% | 00.0% | Unchanged |