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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 2,844 | $333.3K | 0.01% | +2,844 | New |
| truNorth Financial Services, Inc. | 2,842 | $331.9K | 0.30% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 2,835 | $331.0K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,810 | $328.1K | 0.06% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 2,809 | $328.0K | 0.31% | +273+10.8% | Added |
| Laurel Oak Wealth Management, LLC | 2,808 | $327.9K | 0.05% | +676+31.7% | Added |
| Evergreen Capital Management LLC | 2,797 | $326.6K | 0.01% | +380+15.7% | Added |
| Sentinus, LLC | 2,795 | $326.4K | 0.03% | +2,795 | New |
| MBE Wealth Management, LLC | 2,793 | $326.2K | 0.11% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,787 | $325.4K | 0.11% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 2,827 | $325.2K | 0.05% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,775 | $324.0K | 0.09% | −3,167−53.3% | Reduced |
| Alhambra Investment Partners LLC | 2,768 | $323.3K | 0.14% | 00.0% | Unchanged |
| 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 |
| B&L Asset Management LLC | 2,765 | $322.9K | 0.11% | −488−15.0% | Reduced |
| Expressive Wealth LLC | 2,761 | $322.4K | 0.30% | +93+3.5% | Added |
| CFS Investment Advisory Services, LLC | 2,706 | $321.6K | 0.02% | +12+0.4% | Added |
| Zacks Investment Management | 2,753 | $321.5K | 0.00% | −934−25.3% | Reduced |
| Fisher Asset Management, LLC | 2,753 | $321.5K | 0.00% | −648−19.1% | Reduced |
| Perennial Investment Advisors, LLC | 2,752 | $321.4K | 0.02% | +198+7.8% | Added |
| Western Wealth Management, LLC | 2,747 | $320.8K | 0.01% | −258−8.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $320.5K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2,721 | $317.7K | 0.04% | −179−6.2% | Reduced |
| Centiva Capital, LP | 2,711 | $316.6K | 0.01% | −4,230−60.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,701 | $315.4K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,696 | $314.8K | 0.01% | −6−0.2% | Reduced |
| Live Oak Private Wealth LLC | 2,692 | $314.3K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,732 | $314.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Essex Financial Services, Inc. | 2,680 | $313.0K | 0.02% | −23−0.9% | Reduced |
| Liberty Wealth Management LLC | 2,688 | $311.2K | 0.04% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,660 | $311.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,654 | $309.9K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,654 | $309.9K | 0.01% | +2,654 | New |
| Integris Wealth Management, LLC | 2,638 | $308.0K | 0.06% | +161+6.5% | Added |
| D L Carlson Investment Group Inc | 2,635 | $307.7K | 0.05% | −141−5.1% | Reduced |
| 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 |
| Bull Harbor Capital LLC | 2,631 | $307.2K | 0.06% | +2,631 | New |
| Commerzbank Aktiengesellschaft | 2,627 | $307.0K | 0.01% | −459−14.9% | Reduced |
| Planning Center, Inc. | 2,611 | $304.9K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,610 | $304.8K | 0.09% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,606 | $304.3K | 0.02% | +2,606 | New |
| Steigerwald, Gordon & Koch Inc. | 2,605 | $304.2K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,616 | $304.0K | 0.02% | +226+9.5% | Added |
| CX Institutional | 2,599 | $303.0K | 0.01% | −4−0.2% | Reduced |
| Cozad Asset Management Inc | 2,588 | $302.2K | 0.02% | +394+18.0% | Added |
| Capital Investment Services of America, Inc. | 2,586 | $302.0K | 0.03% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,566 | $299.6K | 0.04% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,549 | $299.5K | 0.18% | +10.0% | Added |
| 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 |
| Busey Wealth Management | 2,562 | $299.2K | 0.01% | −67−2.5% | Reduced |
| Capital Investment Advisors, LLC | 2,553 | $298.1K | 0.00% | +209+8.9% | Added |
| FDx Advisors, Inc. | 2,549 | $298.0K | 0.09% | −58−2.2% | Reduced |
| AMG National Trust Bank | 2,546 | $297.3K | 0.01% | +113+4.6% | Added |
| Nwam LLC | 2,544 | $297.0K | 0.01% | +2,544 | New |
| Sprott Inc. | 2,540 | $296.6K | 0.01% | +2,540 | New |
| Independent Financial Group, LLC | 2,519 | $294.1K | 0.01% | −548−17.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,520 | $294.0K | 0.20% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 2,510 | $293.1K | 0.18% | +2,510 | New |
| Pure Financial Advisors, Inc. | 2,501 | $292.0K | 0.00% | −80−3.1% | Reduced |
| Tower Wealth Partners, Inc. | 2,495 | $291.3K | 0.14% | +13+0.5% | Added |
| Walsh & Associates, LLC | 2,484 | $290.1K | 0.24% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,457 | $286.9K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 2,432 | $283.9K | 0.15% | +10+0.4% | Added |
| Anchor Bay Capital, Inc. | 2,665 | $282.8K | 0.15% | +2,665 | New |
| Trust Point Inc. | 2,418 | $282.3K | 0.02% | +29+1.2% | Added |
| Premier Path Wealth Partners, LLC | 2,416 | $282.1K | 0.03% | −165−6.4% | Reduced |
| Core Capital Management & Research, inc. | 2,645 | $280.5K | 0.15% | +2,645 | New |
| Dala Group, LLC | 2,398 | $280.0K | 0.23% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,391 | $279.2K | 0.05% | +79+3.4% | Added |
| Atlantic Family Wealth, LLC | 2,383 | $278.3K | 0.18% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $277.9K | 0.01% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,372 | $277.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,370 | $276.7K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 2,367 | $276.4K | 0.01% | −48−2.0% | Reduced |
| Choate Investment Advisors | 2,365 | $276.2K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,355 | $275.0K | 0.02% | +2,355 | New |
| WoodTrust Financial Corp | 2,343 | $274.0K | 0.03% | −1,978−45.8% | Reduced |
| Sowell Financial Services LLC | 2,337 | $272.9K | 0.01% | −123−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 2,335 | $272.7K | 0.01% | +148+6.8% | Added |
| Spirepoint Private Client, LLC | 2,327 | $271.7K | 0.02% | +41+1.8% | Added |
| LCNB Corp | 2,318 | $270.7K | 0.08% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,302 | $268.8K | 0.04% | +166+7.8% | Added |
| Pine Valley Investments Ltd Liability Co | 2,291 | $267.5K | 0.01% | +267+13.2% | Added |
| Petersen Hastings Wealth Advisors Inc. | 2,283 | $266.6K | 0.02% | +10.0% | Added |
| Howard Capital Management Inc. | 2,280 | $266.2K | 0.00% | +2,280 | New |
| Alliance Wealth Advisors, LLC | 2,274 | $265.5K | 0.11% | −32−1.4% | Reduced |
| VestGen Advisors, LLC | 2,265 | $264.5K | 0.01% | −380−14.4% | Reduced |
| Readystate Asset Management LP | 2,261 | $264.0K | 0.01% | +2,261 | New |
| Guardian Capital, LLC | 2,253 | $263.1K | 0.22% | −451−16.7% | Reduced |
| Cambria Investment Management, L.P. | 2,249 | $262.6K | 0.01% | +15+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,249 | $262.6K | 0.06% | +233+11.6% | Added |
| LMCG Investments, LLC | 2,245 | $262.1K | 0.01% | +495+28.3% | Added |
| Old Peak Finance LLC | 2,237 | $261.2K | 0.13% | +2,237 | New |
| Massmutual Trust Co FSB | 2,229 | $260.3K | 0.01% | +20+0.9% | Added |
| Sound Income Strategies, LLC | 2,220 | $259.2K | 0.01% | +80+3.7% | Added |