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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 3,685 | $430.3K | 0.01% | +131+3.7% | Added |
| Buska Wealth Management, LLC | 3,700 | $432.0K | 0.16% | 00.0% | Unchanged |
| LMR Partners LLP | 3,701 | $432.2K | 0.00% | −4,345−54.0% | Reduced |
| Smartleaf Asset Management LLC | 3,669 | $434.6K | 0.01% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 3,739 | $436.6K | 0.01% | +20+0.5% | Added |
| Grant Private Wealth Management Inc | 3,741 | $436.8K | 0.18% | +1,097+41.5% | Added |
| Legacy Capital Wealth Partners, LLC | 3,745 | $437.3K | 0.08% | +26+0.7% | Added |
| Avestar Capital, LLC | 3,749 | $437.8K | 0.03% | +131+3.6% | Added |
| AdvisorNet Financial, Inc | 3,755 | $438.5K | 0.02% | +16+0.4% | Added |
| Keudell/Morrison Wealth Management | 3,781 | $441.5K | 0.08% | +427+12.7% | Added |
| Appleton Partners Inc | 3,782 | $442.0K | 0.03% | −24−0.6% | Reduced |
| McDonough Capital Management, Inc | 3,788 | $442.3K | 0.22% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,791 | $442.7K | 0.03% | −33−0.9% | Reduced |
| Signet Private Wealth LLC | 3,793 | $442.9K | 0.35% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,806 | $443.0K | 0.02% | −50−1.3% | Reduced |
| Impact Partnership Wealth, LLC | 3,802 | $444.0K | 0.04% | +32+0.8% | Added |
| Fortis Group Advisors, LLC | 3,819 | $445.9K | 0.07% | −14,934−79.6% | Reduced |
| AlphaStar Capital Management, LLC | 3,841 | $448.5K | 0.03% | −348−8.3% | Reduced |
| Wedmont Private Capital | 3,911 | $449.6K | 0.01% | +591+17.8% | Added |
| West Family Investments, Inc. | 3,864 | $451.2K | 0.13% | +11+0.3% | Added |
| Chesapeake Asset Management LLC | 3,878 | $452.8K | 0.35% | +908+30.6% | Added |
| Dynamic Technology Lab Private Ltd | 3,904 | $456.0K | 0.10% | +3,904 | New |
| Tarbox Family Office, Inc. | 3,918 | $457.5K | 0.07% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,928 | $458.7K | 0.01% | −3−0.1% | Reduced |
| Bruce & Co., Inc. | 3,945 | $460.7K | 0.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,980 | $464.8K | 0.02% | −1,660−29.4% | Reduced |
| Ambassador Advisors, LLC | 3,984 | $465.2K | 0.06% | −1,065−21.1% | Reduced |
| International Private Wealth Advisors LLC | 3,986 | $465.5K | 0.24% | +11+0.3% | Added |
| Gateway Wealth Partners, LLC | 3,993 | $466.3K | 0.03% | −3,418−46.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,032 | $470.8K | 0.02% | +3+0.1% | Added |
| Krilogy Financial LLC | 4,033 | $470.9K | 0.01% | +1,209+42.8% | Added |
| Harvest Fund Management Co., Ltd | 4,045 | $472.0K | 0.02% | −58−1.4% | Reduced |
| Everence Capital Management Inc | 4,050 | $473.0K | 0.02% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 4,057 | $473.7K | 0.01% | +333+8.9% | Added |
| 71 West Capital Partners | 4,066 | $474.8K | 0.02% | +1,258+44.8% | Added |
| Bullock Wealth Management Group | 4,146 | $481.8K | 0.21% | +48+1.2% | Added |
| Aprio Wealth Management, LLC | 4,150 | $484.6K | 0.02% | +37+0.9% | Added |
| Robertson Stephens Wealth Management, LLC | 4,160 | $485.8K | 0.01% | −8−0.2% | Reduced |
| Carl P. Sherr & Co., LLC | 4,186 | $488.8K | 0.20% | −63−1.5% | Reduced |
| Old Second National Bank of Aurora | 4,196 | $490.0K | 0.09% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,200 | $490.4K | 0.04% | +200+5.0% | Added |
| Ritholtz Wealth Management | 4,203 | $490.8K | 0.01% | −10−0.2% | Reduced |
| Duncker Streett & Co Inc | 4,235 | $494.5K | 0.08% | +177+4.4% | Added |
| Redmond Asset Management, LLC | 4,250 | $496.3K | 0.12% | −50−1.2% | Reduced |
| PUREfi Wealth, LLC | 4,252 | $496.5K | 0.27% | +1,029+31.9% | Added |
| Highland Investment Advisors LLC | 4,255 | $496.8K | 0.22% | +4,255 | New |
| Waterway Wealth Management, LLC | 4,277 | $499.4K | 0.10% | −3,133−42.3% | Reduced |
| Certior Financial Group, LLC | 4,286 | $500.5K | 0.27% | +109+2.6% | Added |
| Forum Financial Management, LP | 4,322 | $504.7K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,326 | $505.2K | 0.07% | −9−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,425 | $507.6K | 0.01% | +877+24.7% | Added |
| Advyzon Investment Management, LLC | 4,359 | $509.0K | 0.04% | −543−11.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,368 | $510.1K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,372 | $510.5K | 0.04% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 4,413 | $515.3K | 0.19% | +63+1.4% | Added |
| Vontobel Holding Ltd. | 4,435 | $517.9K | 0.00% | +453+11.4% | Added |
| Chesley Taft & Associates LLC | 4,460 | $520.8K | 0.02% | −22−0.5% | Reduced |
| Change Path, LLC | 4,475 | $522.4K | 0.01% | −381−7.8% | Reduced |
| CAPROCK Group, Inc. | 4,492 | $524.7K | 0.01% | −431−8.8% | Reduced |
| Crewe Advisors LLC | 4,494 | $524.8K | 0.04% | +115+2.6% | Added |
| Qsemble Capital Management, LP | 4,499 | $525.3K | 0.07% | −54,600−92.4% | Reduced |
| Financial Advisory Partners, LLC | 4,507 | $526.3K | 0.14% | −211−4.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,507 | $526.3K | 0.11% | +188+4.4% | Added |
| Hudock, Inc. | 4,513 | $527.1K | 0.07% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,517 | $527.4K | 0.02% | −194−4.1% | Reduced |
| Advisor OS, LLC | 4,521 | $527.9K | 0.04% | −196−4.2% | Reduced |
| Brown Miller Wealth Management, LLC | 4,528 | $528.7K | 0.13% | 00.0% | Unchanged |
| Midwest Trust Co | 4,544 | $530.6K | 0.01% | −356−7.3% | Reduced |
| West Paces Advisors Inc. | 4,569 | $533.6K | 0.09% | +27+0.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,590 | $536.0K | 0.01% | −32−0.7% | Reduced |
| Keystone Financial Group | 4,609 | $538.2K | 0.03% | +457+11.0% | Added |
| CWA Asset Management Group, LLC | 4,650 | $543.0K | 0.02% | +890+23.7% | Added |
| Skba Capital Management LLC | 4,665 | $544.7K | 0.09% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,665 | $544.7K | 0.04% | +20.0% | Added |
| Integrity Alliance, LLC. | 4,715 | $550.7K | 0.02% | +1,081+29.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 4,718 | $550.9K | 0.04% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,724 | $551.6K | 0.02% | +70+1.5% | Added |
| FIL Ltd | 4,758 | $555.6K | 0.00% | +2,394+101.3% | Added |
| HBK Sorce Advisory LLC | 5,145 | $557.0K | 0.01% | +197+4.0% | Added |
| Marshall Investment Management, LLC | 4,784 | $558.7K | 0.23% | +303+6.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 4,792 | $559.6K | 0.01% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,824 | $563.3K | 0.04% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 4,846 | $565.9K | 0.25% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 4,978 | $566.6K | 0.01% | −349−6.6% | Reduced |
| Diversify Advisory Services, LLC | 4,978 | $566.6K | 0.01% | +4,978 | New |
| Moisand Fitzgerald Tamayo, LLC | 4,893 | $571.3K | 0.06% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,900 | $572.2K | 0.01% | −37,768−88.5% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $572.2K | 0.39% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 4,922 | $574.7K | 0.13% | −323−6.2% | Reduced |
| Paradigm Financial Partners, LLC | 4,923 | $574.9K | 0.05% | +180+3.8% | Added |
| Spectrum Investment Advisors, Inc. | 4,929 | $575.6K | 0.24% | +104+2.2% | Added |
| Indivisible Partners | 4,938 | $576.6K | 0.03% | +1,049+27.0% | Added |
| Capital Advisors Inc | 4,946 | $577.5K | 0.01% | −210−4.1% | Reduced |
| FWL Investment Management, LLC | 5,000 | $583.9K | 0.11% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 5,015 | $585.6K | 0.06% | +761+17.9% | Added |
| Daymark Wealth Partners, LLC | 5,021 | $586.3K | 0.01% | −91−1.8% | Reduced |
| Dougherty & Associates, LLC | 5,032 | $587.7K | 0.47% | −130−2.5% | Reduced |
| Paragon Private Wealth Management, LLC | 5,131 | $599.1K | 0.16% | −48−0.9% | Reduced |
| Master's Wealth Management Inc. | 5,134 | $599.5K | 0.18% | +1,091+27.0% | Added |
| Phillips Wealth Planners LLC | 5,100 | $600.2K | 0.44% | +276+5.7% | Added |