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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 1,743 | $203.5K | 0.01% | +1,743 | New |
| Virtus Investment Advisers, Inc. | 1,727 | $201.7K | 0.05% | +47+2.8% | Added |
| Charter Trust Co | 1,722 | $201.1K | 0.01% | +1,722 | New |
| Biltmore Family Office, LLC | 1,716 | $200.4K | 0.03% | −86−4.8% | Reduced |
| LCM Capital Management Inc | 1,713 | $200.1K | 0.09% | +1,713 | New |
| TIAA Wealth Investment Management LLC | 1,696 | $198.1K | 0.00% | +98+6.1% | Added |
| Optiver Holding B.V. | 1,694 | $197.8K | 0.00% | +644+61.3% | Added |
| Index Technologies Group LLC | 1,688 | $197.1K | 0.16% | +1,688 | New |
| JNBA Financial Advisors | 1,664 | $194.3K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,656 | $193.0K | 0.01% | +789+91.0% | Added |
| Creative Financial Designs Inc | 1,643 | $191.9K | 0.01% | +10+0.6% | Added |
| Richardson Financial Services Inc. | 1,636 | $191.0K | 0.11% | −40−2.4% | Reduced |
| Lloyd Advisory Services, LLC. | 1,616 | $188.7K | 0.07% | −3,705−69.6% | Reduced |
| Quent Capital, LLC | 1,612 | $188.3K | 0.01% | +176+12.3% | Added |
| Operose Advisors LLC | 1,580 | $184.5K | 0.04% | −124−7.3% | Reduced |
| Quarry LP | 1,554 | $181.5K | 0.03% | +332+27.2% | Added |
| Versant Capital Management, Inc | 1,530 | $178.7K | 0.02% | −46−2.9% | Reduced |
| Strategic Investment Solutions, Inc. | 1,512 | $176.6K | 0.04% | +25+1.7% | Added |
| Measured Wealth Private Client Group, LLC | 1,412 | $164.9K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 1,408 | $164.2K | 0.00% | −4−0.3% | Reduced |
| Align Financial, LLC | 1,405 | $164.1K | 0.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,386 | $162.0K | 0.01% | +174+14.4% | Added |
| Meramec Financial Planners, LLC | 1,390 | $158.2K | 0.06% | +4+0.3% | Added |
| Financial Perspectives, Inc | 1,338 | $156.2K | 0.04% | 00.0% | Unchanged |
| NBT Bank N A | 1,314 | $153.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,313 | $153.3K | 0.02% | +347+35.9% | Added |
| Hills Bank & Trust Co | 1,278 | $149.2K | 0.01% | −408−24.2% | Reduced |
| Havemeyer Place LP | 1,278 | $149.2K | 0.01% | +1,278 | New |
| CoreCap Advisors, LLC | 1,222 | $142.6K | 0.00% | +9+0.7% | Added |
| Cromwell Holdings LLC | 1,138 | $132.9K | 0.06% | +183+19.2% | Added |
| Avanza Fonder AB | 1,134 | $132.4K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,132 | $132.2K | 0.06% | −55−4.6% | Reduced |
| Evermay Wealth Management LLC | 1,128 | $131.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,095 | $127.9K | 0.02% | +213+24.1% | Added |
| IFG Advisory, LLC | 1,079 | $126.0K | 0.00% | +1,079 | New |
| TFC Financial Management | 1,060 | $123.8K | 0.01% | +6+0.6% | Added |
| St Germain D J Co Inc | 1,060 | $123.8K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,059 | $115.5K | 0.01% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,000 | $115.1K | 0.08% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 976 | $114.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 913 | $107.0K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 903 | $105.4K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 902 | $105.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 890 | $103.9K | 0.11% | −260−22.6% | Reduced |
| Onefund, LLC | 888 | $103.7K | 0.06% | −5−0.6% | Reduced |
| Southern Michigan Bank & Trust | 863 | $100.8K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 862 | $100.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 840 | $98.1K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 826 | $96.5K | 0.02% | −58−6.6% | Reduced |
| Pinnacle Bancorp, Inc. | 794 | $92.7K | 0.02% | −188−19.1% | Reduced |
| Concord Wealth Partners | 750 | $87.6K | 0.01% | +750 | New |
| Spectrum Wealth Advisory Group, LLC | 744 | $86.9K | 0.02% | +744 | New |
| Deseret Mutual Benefit Administrators | 736 | $85.9K | 0.03% | −50−6.4% | Reduced |
| NBH Bank | 733 | $85.6K | 0.04% | +733 | New |
| Action Point Financial Planning, LLC | 733 | $85.1K | 0.01% | +733 | New |
| GW&K Investment Management, LLC | 720 | $84.0K | 0.00% | −12−1.6% | Reduced |
| Strengthening Families & Communities, LLC | 681 | $79.5K | 0.02% | +13+1.9% | Added |
| Financial Consulate, Inc | 669 | $78.1K | 0.01% | −39−5.5% | Reduced |
| Friedenthal Financial | 666 | $77.8K | 0.04% | +635+2,048.4% | Added |
| Avalon Trust Co | 666 | $77.8K | 0.00% | −150−18.4% | Reduced |
| Independence Bank of Kentucky | 656 | $76.6K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 617 | $72.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 604 | $70.5K | 0.01% | +17+2.9% | Added |
| Tanglewood Legacy Advisors, LLC | 600 | $70.1K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $70.1K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 596 | $69.6K | 0.00% | −98−14.1% | Reduced |
| Manchester Capital Management LLC | 595 | $69.5K | 0.01% | +11+1.9% | Added |
| Robbins Farley LLC | 584 | $68.2K | 0.03% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $67.7K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 564 | $65.9K | 0.03% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 554 | $65.6K | 0.00% | +554 | New |
| CVA Family Office, LLC | 545 | $63.6K | 0.01% | −26−4.6% | Reduced |
| Barrett & Company, Inc. | 540 | $63.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 555 | $63.0K | 0.01% | −42−7.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 532 | $62.2K | 0.01% | +114+27.3% | Added |
| Cherry Tree Wealth Management, LLC | 521 | $60.8K | 0.01% | 00.0% | Unchanged |
| Bayban | 520 | $60.7K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 519 | $60.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 517 | $60.4K | 0.04% | +21+4.2% | Added |
| HHM Wealth Advisors, LLC | 516 | $60.2K | 0.01% | +31+6.4% | Added |
| MidFirst Bank | 506 | $59.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 504 | $58.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 498 | $58.1K | 0.01% | +18+3.8% | Added |
| POM Investment Strategies, LLC | 474 | $55.3K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 470 | $54.9K | 0.01% | +300+176.5% | Added |
| Birchwood Financial Partners, Inc. | 469 | $54.8K | 0.04% | +4+0.9% | Added |
| First Horizon Corp | 469 | $54.8K | 0.00% | +12+2.6% | Added |
| JPL Wealth Management, LLC | 462 | $53.9K | 0.01% | +4+0.9% | Added |
| Seneschal Advisors, LLC | 454 | $53.0K | 0.04% | +1+0.2% | Added |
| Institute for Wealth Management, LLC. | 450 | $52.5K | 0.00% | +450 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $51.4K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 438 | $51.0K | 0.00% | +41+10.3% | Added |
| Vanguard National Trust Co | 431 | $50.3K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $50.2K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 423 | $49.4K | 0.01% | 00.0% | Unchanged |
| First National Bank | 421 | $49.2K | 0.02% | +421 | New |
| True Wealth Design, LLC | 416 | $48.6K | 0.01% | +79+23.4% | Added |
| Maryland Capital Advisors Inc. | 399 | $46.6K | 0.01% | +399 | New |
| William B. Walkup & Associates, Inc. | 398 | $46.5K | 0.02% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 380 | $44.4K | 0.03% | 00.0% | Unchanged |