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 |
|---|---|---|---|---|---|
| DF Dent & Co Inc | 7,681 | $896.9K | 0.02% | −51−0.7% | Reduced |
| Revisor Wealth Management LLC | 7,689 | $897.8K | 0.22% | −50−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 7,715 | $900.9K | 0.00% | −195−2.5% | Reduced |
| ProVise Management Group, LLC | 7,730 | $902.6K | 0.06% | +2,189+39.5% | Added |
| Triangle Securities Wealth Management | 7,739 | $903.7K | 0.18% | +5+0.1% | Added |
| Meeder Advisory Services, Inc. | 7,745 | $904.4K | 0.03% | −482−5.9% | Reduced |
| Metis Global Partners, LLC | 7,848 | $916.4K | 0.02% | −1,429−15.4% | Reduced |
| Winch Advisory Services, LLC | 7,858 | $917.6K | 0.19% | +67+0.9% | Added |
| Axq Capital, LP | 7,925 | $925.4K | 0.10% | −28,282−78.1% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $927.3K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 7,948 | $928.0K | 0.03% | +7,948 | New |
| Greenleaf Trust | 8,036 | $938.4K | 0.01% | +38+0.5% | Added |
| WNY Asset Management, LLC | 8,153 | $952.1K | 0.09% | −496−5.7% | Reduced |
| RSM US Wealth Management LLC | 8,184 | $955.7K | 0.01% | −1,058−11.4% | Reduced |
| Searle & Co. | 8,200 | $957.5K | 0.22% | +1,000+13.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,236 | $961.7K | 0.00% | +8,236 | New |
| Callan Family Office, LLC | 8,279 | $966.7K | 0.02% | +182+2.2% | Added |
| Private Harbour Investment Management & Counsel, LLC | 8,280 | $966.9K | 1.15% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 8,301 | $969.3K | 0.02% | 00.0% | Unchanged |
| Chicago Capital, LLC | 8,404 | $981.3K | 0.02% | −160−1.9% | Reduced |
| Montag A & Associates Inc | 8,414 | $982.5K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,671 | $982.9K | 0.04% | −152−1.7% | Reduced |
| PFG Investments, LLC | 8,499 | $992.4K | 0.04% | +9+0.1% | Added |
| Portside Wealth Group, LLC | 8,499 | $992.4K | 0.12% | −524−5.8% | Reduced |
| Intrua Financial, LLC | 8,518 | $994.6K | 0.09% | −74−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,530 | $996.0K | 0.06% | +125+1.5% | Added |
| Resources Investment Advisors, LLC. | 8,664 | $1.01M | 0.01% | +267+3.2% | Added |
| Chelsea Counsel Co | 8,672 | $1.01M | 0.43% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 8,713 | $1.02M | 0.11% | +237+2.8% | Added |
| Schmidt P J Investment Management Inc | 8,748 | $1.02M | 0.16% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,767 | $1.02M | 0.02% | −96−1.1% | Reduced |
| Norden Group LLC | 8,780 | $1.03M | 0.08% | −140−1.6% | Reduced |
| Commerce Advisors, LLC | 8,790 | $1.03M | 0.56% | +80+0.9% | Added |
| United Capital Financial Advisers, LLC | 8,824 | $1.03M | 0.01% | +42+0.5% | Added |
| Voya Financial Advisors, Inc. | 8,720 | $1.03M | 0.09% | −431−4.7% | Reduced |
| Altshuler Shaham Ltd | 8,874 | $1.04M | 0.01% | +921+11.6% | Added |
| Hartford Funds Management Co LLC | 8,890 | $1.04M | 0.08% | +544+6.5% | Added |
| BKD Wealth Advisors, LLC | 8,939 | $1.04M | 0.02% | −174−1.9% | Reduced |
| Plus Group Wealth Advisors LLC | 8,963 | $1.05M | 0.98% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,983 | $1.05M | 0.02% | −2,378−20.9% | Reduced |
| Johnson Investment Counsel Inc | 9,029 | $1.05M | 0.01% | +167+1.9% | Added |
| Modern Wealth Management, LLC | 9,104 | $1.06M | 0.01% | +458+5.3% | Added |
| NorthRock Partners, LLC | 9,116 | $1.06M | 0.02% | −1,429−13.6% | Reduced |
| Equitable Holdings, Inc. | 9,122 | $1.07M | 0.01% | −9,223−50.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,188 | $1.07M | 0.11% | +2,778+43.3% | Added |
| Hendershot Investments Inc. | 9,218 | $1.08M | 0.14% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 9,309 | $1.09M | 0.23% | +5,928+175.3% | Added |
| Bank & Trust Co | 9,365 | $1.09M | 0.69% | −151−1.6% | Reduced |
| Prospera Financial Services Inc | 9,400 | $1.10M | 0.02% | −2,318−19.8% | Reduced |
| LOM Asset Management Ltd | 9,451 | $1.10M | 0.29% | +9,246+4,510.2% | Added |
| American State Bank (Iowa) | 9,584 | $1.12M | 0.45% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 9,620 | $1.12M | 0.39% | +49+0.5% | Added |
| Legato Capital Management LLC | 9,633 | $1.12M | 0.09% | −11,351−54.1% | Reduced |
| Portfolio Design Labs, LLC | 9,666 | $1.13M | 0.19% | +750+8.4% | Added |
| Turning Point Benefit Group, Inc. | 9,682 | $1.13M | 0.49% | +2,104+27.8% | Added |
| North Dakota State Investment Board | 9,681 | $1.13M | 0.05% | +270+2.9% | Added |
| Birch Financial Group, LLC | 9,704 | $1.13M | 0.58% | +83+0.9% | Added |
| Strategic Investment Advisors | 9,717 | $1.13M | 0.07% | −12−0.1% | Reduced |
| Rowland & Co Investment Counsel | 9,728 | $1.14M | 0.21% | 00.0% | Unchanged |
| Wealth Architects, LLC | 9,733 | $1.14M | 0.09% | +32+0.3% | Added |
| MUFG Securities Americas Inc. | 9,811 | $1.15M | 0.06% | +805+8.9% | Added |
| Bryn Mawr Trust Co | 9,973 | $1.16M | 0.03% | +33+0.3% | Added |
| Stephenson National Bank & Trust | 9,981 | $1.17M | 0.30% | +3,058+44.2% | Added |
| Twin Capital Management Inc | 10,050 | $1.17M | 0.13% | −2,337−18.9% | Reduced |
| MAI Capital Management | 10,184 | $1.19M | 0.00% | +22+0.2% | Added |
| Profund Advisors LLC | 10,199 | $1.19M | 0.03% | −905−8.2% | Reduced |
| PFW Advisors LLC | 10,389 | $1.21M | 0.35% | −467−4.3% | Reduced |
| Buckley Wealth Management, LLC | 10,409 | $1.22M | 0.30% | +510+5.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,443 | $1.22M | 0.01% | +30+0.3% | Added |
| Clearstead Advisors, LLC | 10,459 | $1.22M | 0.01% | +2,846+37.4% | Added |
| SNS Financial Group, LLC | 10,526 | $1.23M | 0.02% | +10,526 | New |
| Brown Brothers Harriman & Co | 10,570 | $1.23M | 0.01% | +5,047+91.4% | Added |
| Sumitomo Life Insurance Co | 10,614 | $1.24M | 0.02% | −622−5.5% | Reduced |
| Reuter James Wealth Management, LLC | 10,615 | $1.24M | 0.16% | +2,521+31.1% | Added |
| Tokio Marine Asset Management Co Ltd | 10,658 | $1.24M | 0.04% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 10,660 | $1.24M | 0.05% | −178−1.6% | Reduced |
| Legacy Private Trust Co. | 10,684 | $1.25M | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,703 | $1.25M | 0.02% | +3,684+52.5% | Added |
| Ronald Blue Trust, Inc. | 10,717 | $1.25M | 0.01% | −634−5.6% | Reduced |
| South Dakota Investment Council | 10,766 | $1.26M | 0.02% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 10,788 | $1.26M | 0.28% | +873+8.8% | Added |
| Venture Visionary Partners LLC | 10,831 | $1.26M | 0.04% | −56−0.5% | Reduced |
| Valmark Advisers, Inc. | 10,868 | $1.27M | 0.01% | +1,779+19.6% | Added |
| EP Wealth Advisors, LLC | 10,935 | $1.28M | 0.00% | +2,397+28.1% | Added |
| Alliance Wealth Advisors, LLC | 10,984 | $1.28M | 0.24% | −5,239−32.3% | Reduced |
| Charter Capital Management, LLC | 11,037 | $1.29M | 0.57% | −150−1.3% | Reduced |
| Empirical Finance, LLC | 11,141 | $1.30M | 0.05% | +383+3.6% | Added |
| Toroso Investments, LLC | 11,216 | $1.31M | 0.00% | +743+7.1% | Added |
| Wealthspire Advisors, LLC | 11,268 | $1.32M | 0.01% | +257+2.3% | Added |
| HighPoint Advisor Group LLC | 11,288 | $1.32M | 0.05% | +781+7.4% | Added |
| First Bank & Trust | 11,314 | $1.32M | 0.19% | +880+8.4% | Added |
| Frec Markets, Inc. | 11,425 | $1.33M | 0.12% | +7,202+170.5% | Added |
| ZEGA Investments, LLC | 11,513 | $1.34M | 0.22% | +11,513 | New |
| Hummer Financial Advisory Services Inc | 11,622 | $1.36M | 0.89% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,648 | $1.36M | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 11,653 | $1.36M | 0.16% | +223+2.0% | Added |
| Kampmann Melissa S. | 11,680 | $1.36M | 1.03% | 00.0% | Unchanged |
| Enhancing Capital LLC | 11,706 | $1.37M | 0.94% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11,858 | $1.38M | 0.50% | +725+6.5% | Added |
| Twin City Private Wealth, LLC | 11,975 | $1.40M | 0.98% | −153−1.3% | Reduced |