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 |
|---|---|---|---|---|---|
| Genesis Private Wealth, LLC | 2,192 | $256.0K | 0.07% | +321+17.2% | Added |
| Ieq Capital, LLC | 2,195 | $256.3K | 0.00% | +416+23.4% | Added |
| CFM Wealth Partners LLC | 2,197 | $256.5K | 0.03% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,200 | $256.9K | 0.08% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 2,200 | $256.9K | 0.14% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,202 | $257.1K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,208 | $257.8K | 0.01% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 2,217 | $258.9K | 0.18% | +95+4.5% | Added |
| Sound Income Strategies, LLC | 2,220 | $259.2K | 0.01% | +80+3.7% | Added |
| Massmutual Trust Co FSB | 2,229 | $260.3K | 0.01% | +20+0.9% | Added |
| Old Peak Finance LLC | 2,237 | $261.2K | 0.13% | +2,237 | New |
| LMCG Investments, LLC | 2,245 | $262.1K | 0.01% | +495+28.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,249 | $262.6K | 0.06% | +233+11.6% | Added |
| Cambria Investment Management, L.P. | 2,249 | $262.6K | 0.01% | +15+0.7% | Added |
| Guardian Capital, LLC | 2,253 | $263.1K | 0.22% | −451−16.7% | Reduced |
| Readystate Asset Management LP | 2,261 | $264.0K | 0.01% | +2,261 | New |
| VestGen Advisors, LLC | 2,265 | $264.5K | 0.01% | −380−14.4% | Reduced |
| Alliance Wealth Advisors, LLC | 2,274 | $265.5K | 0.11% | −32−1.4% | Reduced |
| Howard Capital Management Inc. | 2,280 | $266.2K | 0.00% | +2,280 | New |
| Petersen Hastings Wealth Advisors Inc. | 2,283 | $266.6K | 0.02% | +10.0% | Added |
| Pine Valley Investments Ltd Liability Co | 2,291 | $267.5K | 0.01% | +267+13.2% | Added |
| Hexagon Capital Partners LLC | 2,302 | $268.8K | 0.04% | +166+7.8% | Added |
| LCNB Corp | 2,318 | $270.7K | 0.08% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,327 | $271.7K | 0.02% | +41+1.8% | Added |
| Avidian Wealth Solutions, LLC | 2,335 | $272.7K | 0.01% | +148+6.8% | Added |
| Sowell Financial Services LLC | 2,337 | $272.9K | 0.01% | −123−5.0% | Reduced |
| WoodTrust Financial Corp | 2,343 | $274.0K | 0.03% | −1,978−45.8% | Reduced |
| Transcend Wealth Collective, LLC | 2,355 | $275.0K | 0.02% | +2,355 | New |
| Choate Investment Advisors | 2,365 | $276.2K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 2,367 | $276.4K | 0.01% | −48−2.0% | Reduced |
| Hilltop Partners LLC | 2,370 | $276.7K | 0.07% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,372 | $277.0K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $277.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Family Wealth, LLC | 2,383 | $278.3K | 0.18% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,391 | $279.2K | 0.05% | +79+3.4% | Added |
| Dala Group, LLC | 2,398 | $280.0K | 0.23% | 00.0% | Unchanged |
| Core Capital Management & Research, inc. | 2,645 | $280.5K | 0.15% | +2,645 | New |
| Premier Path Wealth Partners, LLC | 2,416 | $282.1K | 0.03% | −165−6.4% | Reduced |
| Trust Point Inc. | 2,418 | $282.3K | 0.02% | +29+1.2% | Added |
| Anchor Bay Capital, Inc. | 2,665 | $282.8K | 0.15% | +2,665 | New |
| Keystone Financial Group, Inc. | 2,432 | $283.9K | 0.15% | +10+0.4% | Added |
| Midwest Professional Planners, LTD. | 2,457 | $286.9K | 0.06% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 2,484 | $290.1K | 0.24% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,495 | $291.3K | 0.14% | +13+0.5% | Added |
| Pure Financial Advisors, Inc. | 2,501 | $292.0K | 0.00% | −80−3.1% | Reduced |
| Bennett Associates Wealth Management | 2,510 | $293.1K | 0.18% | +2,510 | New |
| Pinnacle West Asset Management, Inc. | 2,520 | $294.0K | 0.20% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,519 | $294.1K | 0.01% | −548−17.9% | Reduced |
| Sprott Inc. | 2,540 | $296.6K | 0.01% | +2,540 | New |
| Nwam LLC | 2,544 | $297.0K | 0.01% | +2,544 | New |
| AMG National Trust Bank | 2,546 | $297.3K | 0.01% | +113+4.6% | Added |
| FDx Advisors, Inc. | 2,549 | $298.0K | 0.09% | −58−2.2% | Reduced |
| Capital Investment Advisors, LLC | 2,553 | $298.1K | 0.00% | +209+8.9% | Added |
| Busey Wealth Management | 2,562 | $299.2K | 0.01% | −67−2.5% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 2,563 | $299.2K | 0.25% | −25−1.0% | Reduced |
| KMT Wealth Management, LLC | 2,563 | $299.2K | 0.25% | +2,563 | New |
| Providence Wealth Advisors, LLC | 2,549 | $299.5K | 0.18% | +10.0% | Added |
| John G Ullman & Associates Inc | 2,566 | $299.6K | 0.04% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 2,586 | $302.0K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,588 | $302.2K | 0.02% | +394+18.0% | Added |
| CX Institutional | 2,599 | $303.0K | 0.01% | −4−0.2% | Reduced |
| International Assets Investment Management, LLC | 2,616 | $304.0K | 0.02% | +226+9.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,605 | $304.2K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,606 | $304.3K | 0.02% | +2,606 | New |
| MTM Investment Management, LLC | 2,610 | $304.8K | 0.09% | 00.0% | Unchanged |
| Planning Center, Inc. | 2,611 | $304.9K | 0.03% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,627 | $307.0K | 0.01% | −459−14.9% | Reduced |
| Bull Harbor Capital LLC | 2,631 | $307.2K | 0.06% | +2,631 | New |
| Bailard, Inc. | 2,634 | $307.6K | 0.01% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 2,634 | $307.6K | 0.25% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 2,635 | $307.7K | 0.05% | −141−5.1% | Reduced |
| Integris Wealth Management, LLC | 2,638 | $308.0K | 0.06% | +161+6.5% | Added |
| Proficio Capital Partners LLC | 2,654 | $309.9K | 0.01% | +2,654 | New |
| Ironwood Investment Counsel, LLC | 2,654 | $309.9K | 0.04% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,660 | $311.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,688 | $311.2K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,680 | $313.0K | 0.02% | −23−0.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,684 | $313.4K | 0.07% | +74+2.8% | Added |
| Stokes Capital Advisors, LLC | 2,684 | $313.4K | 0.07% | +634+30.9% | Added |
| Successful Portfolios LLC | 2,732 | $314.0K | 0.15% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,692 | $314.3K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,696 | $314.8K | 0.01% | −6−0.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,701 | $315.4K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,711 | $316.6K | 0.01% | −4,230−60.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 2,721 | $317.7K | 0.04% | −179−6.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $320.5K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,747 | $320.8K | 0.01% | −258−8.6% | Reduced |
| Perennial Investment Advisors, LLC | 2,752 | $321.4K | 0.02% | +198+7.8% | Added |
| Fisher Asset Management, LLC | 2,753 | $321.5K | 0.00% | −648−19.1% | Reduced |
| Zacks Investment Management | 2,753 | $321.5K | 0.00% | −934−25.3% | Reduced |
| CFS Investment Advisory Services, LLC | 2,706 | $321.6K | 0.02% | +12+0.4% | Added |
| Expressive Wealth LLC | 2,761 | $322.4K | 0.30% | +93+3.5% | Added |
| B&L Asset Management LLC | 2,765 | $322.9K | 0.11% | −488−15.0% | Reduced |
| Continuum Advisory, LLC | 2,766 | $323.0K | 0.03% | +359+14.9% | Added |
| Guinness Asset Management LTD | 2,766 | $323.0K | 0.01% | +1,051+61.3% | Added |
| Alhambra Investment Partners LLC | 2,768 | $323.3K | 0.14% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,775 | $324.0K | 0.09% | −3,167−53.3% | Reduced |
| DSG Capital Advisors, LLC | 2,827 | $325.2K | 0.05% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,787 | $325.4K | 0.11% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,793 | $326.2K | 0.11% | 00.0% | Unchanged |