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 |
|---|---|---|---|---|---|
| Blossom Wealth Management | 5,171 | $603.8K | 0.85% | −235−4.3% | Reduced |
| Peapack Gladstone Financial Corp | 5,179 | $604.0K | 0.01% | −88−1.7% | Reduced |
| Kingdom Financial Group LLC. | 5,183 | $605.2K | 0.15% | −138−2.6% | Reduced |
| Eastern Bank | 5,197 | $606.9K | 0.01% | −225−4.1% | Reduced |
| Boston Family Office LLC | 5,211 | $608.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 5,205 | $608.0K | 0.08% | +37+0.7% | Added |
| Fifth Third Wealth Advisors LLC | 5,212 | $608.6K | 0.02% | +205+4.1% | Added |
| Aptus Capital Advisors, LLC | 5,229 | $610.6K | 0.00% | −150−2.8% | Reduced |
| Abc Arbitrage SA | 5,289 | $617.6K | 0.07% | −4,557−46.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,294 | $618.2K | 0.12% | −9,560−64.4% | Reduced |
| Aaron Wealth Advisors | 5,326 | $621.9K | 0.03% | +1,797+50.9% | Added |
| Hutner Capital Management Inc | 5,336 | $623.1K | 0.25% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,337 | $623.2K | 0.01% | +1,249+30.6% | Added |
| Segment Wealth Management, LLC | 5,401 | $630.7K | 0.03% | +852+18.7% | Added |
| Resources Management Corp | 5,409 | $631.6K | 0.08% | 00.0% | Unchanged |
| Sym Financial Corp | 5,409 | $631.6K | 0.05% | +230+4.4% | Added |
| TCW Group Inc | 5,469 | $638.6K | 0.00% | +278+5.4% | Added |
| City State Bank | 5,492 | $641.3K | 0.15% | −88−1.6% | Reduced |
| Parallel Advisors, LLC | 5,497 | $642.0K | 0.01% | +141+2.6% | Added |
| Aviva PLC | 5,527 | $645.4K | 0.00% | 00.0% | Unchanged |
| Cynosure Management, LLC | 5,530 | $645.7K | 0.10% | +5,530 | New |
| Moneta Group Investment Advisors LLC | 5,547 | $647.7K | 0.00% | +57+1.0% | Added |
| Monument Capital Management | 5,572 | $650.6K | 0.13% | +2,154+63.0% | Added |
| V-Square Quantitative Management LLC | 5,597 | $653.6K | 0.06% | +367+7.0% | Added |
| Mather Group, LLC. | 5,597 | $653.6K | 0.01% | +2,926+109.5% | Added |
| Perigon Wealth Management, LLC | 5,619 | $656.1K | 0.01% | +1,115+24.8% | Added |
| Tema ETFs LLC | 5,657 | $660.6K | 0.02% | +435+8.3% | Added |
| Elyxium Wealth, LLC | 5,663 | $661.3K | 0.07% | +5,663 | New |
| Avantax Planning Partners, Inc. | 5,667 | $661.7K | 0.02% | −1,977−25.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,675 | $662.7K | 0.05% | +10.0% | Added |
| Kesler, Norman & Wride, LLC | 5,715 | $667.3K | 0.11% | −40−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,751 | $671.6K | 0.01% | −238−4.0% | Reduced |
| 49 Wealth Management, LLC | 5,774 | $674.3K | 0.13% | +5,774 | New |
| Alongside, LLC | 5,774 | $674.3K | 0.13% | +5,774 | New |
| Haverford Trust Co | 5,792 | $676.3K | 0.01% | −50−0.9% | Reduced |
| Fiduciary Trust Co | 5,802 | $677.5K | 0.01% | +843+17.0% | Added |
| Journey Retirement Planning & Investment Management LLC | 5,817 | $679.2K | 0.53% | −496−7.9% | Reduced |
| TBH Global Asset Management, LLC | 5,867 | $685.0K | 0.13% | +33+0.6% | Added |
| Martingale Asset Management L P | 5,872 | $685.7K | 0.02% | −1,356−18.8% | Reduced |
| Kovack Advisors, Inc. | 5,918 | $689.7K | 0.03% | +1,841+45.2% | Added |
| Coldstream Capital Management Inc | 5,916 | $690.8K | 0.01% | +638+12.1% | Added |
| Ballentine Partners, LLC | 5,921 | $691.4K | 0.01% | −12−0.2% | Reduced |
| Harbour Investment Management LLC | 5,990 | $699.5K | 0.36% | −125−2.0% | Reduced |
| Invst, LLC | 5,995 | $700.0K | 0.07% | −87−1.4% | Reduced |
| Atomi Financial Group, Inc. | 5,997 | $700.2K | 0.02% | +310+5.5% | Added |
| Dakota Wealth Management | 6,006 | $701.3K | 0.01% | −25−0.4% | Reduced |
| Signaturefd, LLC | 6,016 | $702.5K | 0.01% | +187+3.2% | Added |
| Advisors Management Group Inc | 6,024 | $703.0K | 0.12% | +18+0.3% | Added |
| Financial Advisors Network, Inc. | 6,043 | $705.6K | 0.09% | +627+11.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,085 | $710.6K | 0.16% | 00.0% | Unchanged |
| Central Trust Co | 6,104 | $712.8K | 0.01% | +27+0.4% | Added |
| Park Place Capital Corp | 6,125 | $715.2K | 0.11% | +662+12.1% | Added |
| Bridges Investment Management Inc | 6,137 | $716.6K | 0.01% | −100−1.6% | Reduced |
| Engineers Gate Manager LP | 6,180 | $721.6K | 0.01% | +6,180 | New |
| Centennial Wealth Advisory LLC | 6,188 | $722.8K | 0.16% | +466+8.1% | Added |
| North Star Asset Management Inc | 6,244 | $729.1K | 0.03% | +74+1.2% | Added |
| Trust Co of Toledo NA | 6,246 | $729.3K | 0.06% | +89+1.4% | Added |
| Syon Capital LLC | 6,271 | $732.3K | 0.03% | +663+11.8% | Added |
| Focus Financial Network, Inc. | 6,287 | $734.1K | 0.02% | +253+4.2% | Added |
| Gradient Investments LLC | 6,297 | $735.3K | 0.01% | +1,064+20.3% | Added |
| Bradley Foster & Sargent Inc | 6,308 | $736.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 6,359 | $742.5K | 0.06% | +195+3.2% | Added |
| Walleye Capital LLC | 6,359 | $742.5K | 0.00% | +844+15.3% | Added |
| Savvy Advisors, Inc. | 6,360 | $742.7K | 0.02% | +1,429+29.0% | Added |
| Advisors Capital Management, LLC | 6,362 | $742.9K | 0.01% | +187+3.0% | Added |
| Richmond Investment Services, LLC | 6,382 | $745.2K | 0.24% | −7,921−55.4% | Reduced |
| Ti-Trust, Inc | 6,430 | $750.8K | 0.40% | 00.0% | Unchanged |
| Diversified Trust Co | 6,444 | $752.5K | 0.01% | +212+3.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,515 | $760.8K | 0.00% | −2,790−30.0% | Reduced |
| Adviser Investments LLC | 6,569 | $767.1K | 0.01% | +967+17.3% | Added |
| Mount Yale Investment Advisors, LLC | 6,657 | $777.4K | 0.01% | +264+4.1% | Added |
| Sivia Capital Partners, LLC | 6,688 | $781.0K | 0.09% | +6,688 | New |
| Umb Bank N A | 6,697 | $782.0K | 0.01% | +147+2.2% | Added |
| Legacy Wealth Managment, LLC | 6,737 | $786.7K | 0.32% | −30.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,784 | $792.2K | 0.05% | −993−12.8% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 6,852 | $800.1K | 0.31% | +6,852 | New |
| Heritage Family Offices, LLP | 6,852 | $800.1K | 0.31% | −6,301−47.9% | Reduced |
| Burling Wealth Partners, LLC | 6,859 | $800.9K | 0.12% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 6,868 | $802.0K | 0.01% | +455+7.1% | Added |
| Wesbanco Bank Inc | 6,984 | $815.5K | 0.02% | −1,730−19.9% | Reduced |
| Regal Investment Advisors LLC | 7,012 | $818.8K | 0.04% | +16+0.2% | Added |
| CWS Financial Advisors, LLC | 7,054 | $823.6K | 0.18% | +999+16.5% | Added |
| Beaton Management Co. Inc. | 7,088 | $828.0K | 0.34% | −496−6.5% | Reduced |
| Chicago Trust Co NA | 7,154 | $835.4K | 0.12% | −60−0.8% | Reduced |
| Integrated Advisors Network LLC | 7,166 | $836.7K | 0.04% | −234−3.2% | Reduced |
| Westpac Banking Corp | 7,172 | $837.5K | 0.05% | −1,212−14.5% | Reduced |
| Venturi Wealth Management, LLC | 7,248 | $846.3K | 0.03% | +102+1.4% | Added |
| First United Bank Trust | 7,280 | $850.1K | 0.24% | −765−9.5% | Reduced |
| North Star Investment Management Corp. | 7,293 | $851.6K | 0.05% | +4+0.1% | Added |
| Investment House LLC | 7,300 | $852.4K | 0.04% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 7,379 | $861.6K | 0.02% | −620−7.8% | Reduced |
| Balyasny Asset Management LLC | 7,389 | $862.8K | 0.00% | −307,901−97.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 7,452 | $870.2K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 7,497 | $875.4K | 0.04% | −7−0.1% | Reduced |
| Romano Brothers and Company | 7,499 | $875.7K | 0.09% | 00.0% | Unchanged |
| Andra AP-fonden | 7,500 | $875.8K | 0.01% | +6,839+1,034.6% | Added |
| Stonebridge Capital Advisors LLC | 7,526 | $878.8K | 0.06% | +811+12.1% | Added |
| Clifford Swan Investment Counsel LLC | 7,554 | $882.1K | 0.03% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 7,592 | $886.5K | 0.18% | +65+0.9% | Added |
| Rehmann Capital Advisory Group | 7,633 | $891.4K | 0.04% | +270+3.7% | Added |