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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 378 | $44.2K | 0.00% | −37−8.9% | Reduced |
| Piscataqua Savings Bank | 378 | $44.1K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 369 | $43.1K | 0.00% | −1,528−80.5% | Reduced |
| Strategic Wealth Advisors LLC | 414 | $43.0K | 0.04% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 368 | $43.0K | 0.00% | +368 | New |
| Cedar Mountain Advisors, LLC | 362 | $42.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 352 | $41.2K | 0.00% | −3,153−90.0% | Reduced |
| Valued Wealth Advisors LLC | 343 | $40.1K | 0.01% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 342 | $40.0K | 0.15% | +342 | New |
| LRI Investments, LLC | 337 | $39.4K | 0.00% | +11+3.4% | Added |
| Center for Financial Planning, Inc. | 333 | $38.9K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 333 | $38.9K | 0.01% | +1+0.3% | Added |
| Peoples Financial Services Corp. | 326 | $38.1K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 319 | $37.3K | 0.00% | +3+0.9% | Added |
| Napier Financial, LLC | 315 | $36.8K | 0.01% | −51−13.9% | Reduced |
| Owl Creek Wealth Partners LLC | 310 | $36.2K | 0.01% | +10+3.3% | Added |
| Atlantic Private Wealth, LLC | 296 | $34.6K | 0.02% | +2+0.7% | Added |
| GoalVest Advisory LLC | 294 | $34.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 293 | $34.2K | 0.02% | −1,648−84.9% | Reduced |
| Paladin Partners, LLC | 291 | $34.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 290 | $33.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 282 | $32.9K | 0.00% | +126+80.8% | Added |
| New England Capital Financial Advisors LLC | 280 | $32.7K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 279 | $32.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 278 | $32.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 272 | $31.8K | 0.00% | +272 | New |
| Prudent Man Investment Management, Inc. | 300 | $31.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 266 | $31.1K | 0.02% | +47+21.5% | Added |
| Princeton Global Asset Management LLC | 266 | $31.0K | 0.00% | +1+0.4% | Added |
| Salomon & Ludwin, LLC | 265 | $30.8K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 262 | $30.6K | 0.00% | +15+6.1% | Added |
| Quest 10 Wealth Builders, Inc. | 260 | $30.4K | 0.02% | +8+3.2% | Added |
| Hilltop National Bank | 259 | $30.2K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 250 | $29.2K | 0.00% | +65+35.1% | Added |
| Compass Financial Management LLC | 266 | $29.2K | 0.00% | +266 | New |
| Coastline Trust Co | 249 | $29.1K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 247 | $28.8K | 0.01% | +145+142.2% | Added |
| Olistico Wealth, LLC | 245 | $28.6K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 242 | $28.1K | 0.01% | +15+6.6% | Added |
| Godfrey Financial Associates, Inc. | 240 | $28.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 236 | $27.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 236 | $27.6K | 0.01% | +49+26.2% | Added |
| UMA Financial Services, Inc. | 231 | $27.0K | 0.00% | −15−6.1% | Reduced |
| Gen-Wealth Partners Inc | 231 | $27.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $26.6K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 222 | $25.9K | 0.00% | +26+13.3% | Added |
| Sachetta, LLC | 221 | $25.8K | 0.01% | +73+49.3% | Added |
| Hollencrest Capital Management | 217 | $25.3K | 0.00% | −395−64.5% | Reduced |
| Alpine Bank Wealth Management | 214 | $25.0K | 0.00% | +214 | New |
| Joseph Group Capital Management | 213 | $24.9K | 0.01% | −651−75.3% | Reduced |
| Richard W. Paul & Associates, LLC | 213 | $24.9K | 0.01% | +34+19.0% | Added |
| MV Capital Management, Inc. | 206 | $24.1K | 0.00% | +4+2.0% | Added |
| ORG Wealth Partners, LLC | 205 | $23.9K | 0.00% | −1,792−89.7% | Reduced |
| Prosperity Bancshares Inc | 204 | $23.8K | 0.02% | +5+2.5% | Added |
| Lavaca Capital LLC | 200 | $23.4K | 0.00% | −200−50.0% | Reduced |
| Harbor Investment Advisory, LLC | 200 | $23.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 200 | $23.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 193 | $22.5K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 193 | $22.5K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 180 | $21.0K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 178 | $20.8K | 0.00% | +41+29.9% | Added |
| Aventura Private Wealth, LLC | 176 | $20.6K | 0.01% | +176 | New |
| Fedenia Advisers LLC | 168 | $19.6K | 0.00% | +168 | New |
| First Community Trust NA | 166 | $19.4K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 158 | $18.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 158 | $18.4K | 0.01% | +106+203.8% | Added |
| Key Financial Inc | 156 | $18.2K | 0.00% | +50+47.2% | Added |
| Covestor Ltd | 151 | $18.0K | 0.01% | +7+4.9% | Added |
| Community Financial Services Group, LLC | 153 | $17.8K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 151 | $17.6K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 150 | $17.4K | 0.02% | +2+1.4% | Added |
| Bogart Wealth, LLC | 138 | $16.1K | 0.00% | +81+142.1% | Added |
| Kemnay Advisory Services Inc. | 137 | $16.0K | 0.00% | +9+7.0% | Added |
| Midwest Capital Advisors, LLC | 136 | $15.9K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 131 | $15.3K | 0.01% | +1+0.8% | Added |
| EFG International AG | 127 | $14.8K | 0.00% | +4+3.3% | Added |
| Rogco, LP | 126 | $14.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 125 | $14.6K | 0.00% | −18−12.6% | Reduced |
| Central Pacific Bank - Trust Division | 123 | $14.4K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 119 | $13.9K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 116 | $13.5K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 115 | $13.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 114 | $13.3K | 0.00% | −277−70.8% | Reduced |
| Aberdeen Wealth Management LLC | 114 | $13.3K | 0.01% | +114 | New |
| Wilkerson Advisory Group LLC | 113 | $13.2K | 0.00% | +17+17.7% | Added |
| DHJJ Financial Advisors, Ltd. | 112 | $13.1K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 111 | $13.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 109 | $12.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 108 | $12.6K | 0.00% | +2+1.9% | Added |
| Northstar Asset Management LLC | 105 | $12.2K | 0.00% | +105 | New |
| Avion Wealth | 104 | $12.0K | 0.00% | +53+103.9% | Added |
| RHL Group, LLC | 101 | $11.8K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 98 | $11.4K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 98 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 96 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 102 | $10.9K | 0.00% | 00.0% | Unchanged |