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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 2,795 | $326.4K | 0.03% | +2,795 | New |
| Evergreen Capital Management LLC | 2,797 | $326.6K | 0.01% | +380+15.7% | Added |
| Laurel Oak Wealth Management, LLC | 2,808 | $327.9K | 0.05% | +676+31.7% | Added |
| OneAscent Investment Solutions LLC | 2,809 | $328.0K | 0.31% | +273+10.8% | Added |
| Dividend Assets Capital, LLC | 2,810 | $328.1K | 0.06% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 2,835 | $331.0K | 0.04% | 00.0% | Unchanged |
| truNorth Financial Services, Inc. | 2,842 | $331.9K | 0.30% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,844 | $333.3K | 0.01% | +2,844 | New |
| SageView Advisory Group, LLC | 2,864 | $334.4K | 0.01% | −471−14.1% | Reduced |
| National Asset Management, Inc. | 2,824 | $334.5K | 0.02% | −287−9.2% | Reduced |
| Valeo Financial Advisors, LLC | 2,877 | $335.9K | 0.01% | +628+27.9% | Added |
| Everpar Advisors LLC | 2,885 | $336.9K | 0.10% | +420+17.0% | Added |
| FSM Wealth Advisors, LLC | 2,885 | $336.9K | 0.04% | +2+0.1% | Added |
| Concorde Asset Management, LLC | 2,893 | $337.8K | 0.20% | +915+46.3% | Added |
| Principle Wealth Partners LLC | 2,895 | $338.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,914 | $340.3K | 0.11% | +7+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,931 | $342.3K | 0.03% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 2,937 | $343.0K | 0.06% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,938 | $343.1K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,949 | $344.4K | 0.02% | +115+4.1% | Added |
| Tower Research Capital LLC (TRC) | 2,965 | $346.2K | 0.01% | −8,229−73.5% | Reduced |
| Mirabella Financial Services LLP | 2,980 | $348.0K | 0.03% | +2,980 | New |
| Cigna Investments Inc | 2,979 | $348.0K | 0.05% | −156−5.0% | Reduced |
| Graybill Bartz & Assoc Ltd | 2,981 | $348.1K | 0.09% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,981 | $348.1K | 0.04% | +114+4.0% | Added |
| Bank of Stockton | 2,982 | $348.2K | 0.10% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,988 | $348.9K | 0.18% | +17+0.6% | Added |
| Jacobi Capital Management LLC | 2,998 | $350.0K | 0.02% | −21−0.7% | Reduced |
| Code Waechter LLC | 2,999 | $350.2K | 0.18% | +582+24.1% | Added |
| LS Investment Advisors, LLC | 3,000 | $350.3K | 0.05% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,021 | $352.7K | 0.02% | −588−16.3% | Reduced |
| Cary Street Partners Financial LLC | 3,023 | $353.0K | 0.01% | −46−1.5% | Reduced |
| Dahring | Cusmano LLC | 3,056 | $356.9K | 0.19% | +26+0.9% | Added |
| ERTS Wealth Advisors, LLC | 3,059 | $357.2K | 0.10% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,086 | $360.4K | 0.22% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,113 | $363.5K | 0.05% | −587−15.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 3,115 | $363.7K | 0.04% | +1,034+49.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,120 | $364.3K | 0.15% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,125 | $364.9K | 0.04% | −24−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 3,132 | $365.7K | 0.02% | +49+1.6% | Added |
| Astoria Portfolio Advisors LLC. | 3,134 | $365.9K | 0.06% | +803+34.4% | Added |
| Intrust Bank NA | 3,162 | $369.2K | 0.03% | +548+21.0% | Added |
| Meiji Yasuda Life Insurance Co | 3,167 | $369.8K | 0.01% | +3,167 | New |
| Atlantic Union Bankshares Corp | 3,170 | $370.2K | 0.01% | +528+20.0% | Added |
| Walkner Condon Financial Advisors LLC | 3,185 | $371.9K | 0.04% | +129+4.2% | Added |
| GeoWealth Management, LLC | 3,200 | $373.7K | 0.01% | +52+1.7% | Added |
| Buckingham Strategic Partners | 3,201 | $373.9K | 0.00% | +3,201 | New |
| Insight Wealth Strategies, LLC | 3,218 | $374.0K | 0.04% | +19+0.6% | Added |
| 1st Source Bank | 3,206 | $374.4K | 0.02% | +65+2.1% | Added |
| Moment Partners, LLC | 3,207 | $374.5K | 0.07% | +259+8.8% | Added |
| Camden Capital, LLC | 3,225 | $376.6K | 0.02% | +541+20.2% | Added |
| Crestwood Advisors Group LLC | 3,227 | $376.8K | 0.01% | +1,090+51.0% | Added |
| Gryphon Financial Partners LLC | 3,237 | $378.0K | 0.03% | +181+5.9% | Added |
| Oxford Asset Management LLP | 3,237 | $378.0K | 0.19% | +3,237 | New |
| Evolve Private Wealth, LLC | 3,248 | $379.3K | 0.02% | −3,122−49.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,255 | $380.1K | 0.10% | +3,255 | New |
| Aegis Wealth Management LLC | 3,262 | $380.9K | 0.18% | −34−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 3,263 | $381.1K | 0.01% | +107+3.4% | Added |
| Tenet Wealth Partners, LLC | 3,363 | $382.8K | 0.28% | +3,363 | New |
| Norris Perne & French LLP | 3,281 | $383.1K | 0.02% | +814+33.0% | Added |
| Livet Wealth, LLC | 3,283 | $383.4K | 0.22% | −52−1.6% | Reduced |
| Quadrant Capital Group LLC | 3,284 | $383.5K | 0.01% | +500+18.0% | Added |
| Bingham Private Wealth, LLC | 3,308 | $386.3K | 0.27% | +312+10.4% | Added |
| TCG Advisory Services, LLC | 3,308 | $386.3K | 0.01% | +755+29.6% | Added |
| Parkside Financial Bank & Trust | 3,335 | $389.4K | 0.03% | +635+23.5% | Added |
| Maple Capital Management, Inc. | 3,347 | $390.8K | 0.02% | −20−0.6% | Reduced |
| Loudon Investment Management, LLC | 3,350 | $391.2K | 0.19% | −1,830−35.3% | Reduced |
| Ariston Services Group | 3,351 | $391.3K | 0.22% | +3,351 | Added |
| Qtron Investments LLC | 3,354 | $391.6K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,366 | $393.0K | 0.03% | +3,366 | New |
| Patrick M Sweeney & Associates, Inc | 3,371 | $393.7K | 0.23% | +331+10.9% | Added |
| Argent Trust Co | 3,396 | $396.6K | 0.01% | +255+8.1% | Added |
| Nvest Financial, LLC | 3,398 | $396.8K | 0.13% | 00.0% | Unchanged |
| F/M Investments LLC | 3,401 | $397.1K | 0.02% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,408 | $397.9K | 0.06% | +6+0.2% | Added |
| Inscription Capital, LLC | 3,411 | $398.3K | 0.04% | +1,366+66.8% | Added |
| PFG Advisors | 3,424 | $399.9K | 0.02% | +19+0.6% | Added |
| Greenfield Savings Bank | 3,427 | $400.2K | 0.15% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,434 | $401.0K | 0.01% | −1,150−25.1% | Reduced |
| Candriam Luxembourg S.C.A. | 3,452 | $402.7K | 0.00% | −4−0.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,455 | $403.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,457 | $403.6K | 0.01% | −205−5.6% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 3,463 | $404.4K | 0.32% | −99−2.8% | Reduced |
| Berger Financial Group, Inc | 3,479 | $406.2K | 0.02% | +3,479 | New |
| 111 Capital | 3,487 | $407.2K | 0.07% | +3,487 | New |
| Frank, Rimerman Advisors LLC | 3,507 | $409.5K | 0.02% | +448+14.6% | Added |
| Avaii Wealth Management, LLC | 3,523 | $411.3K | 0.12% | +10.0% | Added |
| RDA Financial Network | 3,540 | $413.4K | 0.09% | +1,414+66.5% | Added |
| Wealthquest Corp | 3,543 | $413.7K | 0.03% | +14+0.4% | Added |
| Oarsman Capital, Inc. | 3,545 | $413.9K | 0.04% | −696−16.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,554 | $415.5K | 0.02% | +880+32.9% | Added |
| Glenview Trust Co | 3,580 | $418.0K | 0.01% | +405+12.8% | Added |
| Sunpointe, LLC | 3,581 | $418.2K | 0.12% | +318+9.7% | Added |
| Nilsine Partners, LLC | 3,619 | $422.6K | 0.03% | −18−0.5% | Reduced |
| Machina Capital S.A.S. | 3,654 | $426.7K | 0.07% | +3,654 | New |
| Hanson & Doremus Investment Management | 3,659 | $427.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 3,665 | $428.0K | 0.20% | +141+4.0% | Added |
| WealthTrust Axiom LLC | 3,666 | $428.1K | 0.10% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,668 | $428.3K | 0.03% | +205+5.9% | Added |
| Sapient Capital LLC | 3,679 | $429.6K | 0.01% | +1,394+61.0% | Added |