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 |
|---|---|---|---|---|---|
| S&CO Inc | 40,672 | $4.75M | 0.27% | 00.0% | Unchanged |
| Alta Capital Management LLC | 40,664 | $4.75M | 0.35% | −413−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 40,494 | $4.73M | 0.04% | −3,218−7.4% | Reduced |
| Kestra Advisory Services, LLC | 40,409 | $4.72M | 0.02% | +7,167+21.6% | Added |
| BTG Pactual Asset Management US LLC | 40,109 | $4.68M | 0.35% | −65,967−62.2% | Reduced |
| Oregon Public Employees Retirement Fund | 40,089 | $4.68M | 0.05% | +2,800+7.5% | Added |
| Glenmede Trust Co NA | 39,923 | $4.66M | 0.02% | −2,017−4.8% | Reduced |
| SRS Capital Advisors, Inc. | 39,446 | $4.61M | 0.03% | +17,723+81.6% | Added |
| Vise Technologies, Inc. | 39,370 | $4.60M | 0.05% | +26,329+201.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 39,313 | $4.59M | 0.13% | +2,518+6.8% | Added |
| Susquehanna International Group, LLP | 38,502 | $4.50M | 0.00% | −14,621−27.5% | Reduced |
| Somerset Trust Co | 37,753 | $4.41M | 1.25% | +321+0.9% | Added |
| Principal Securities, Inc. | 37,606 | $4.39M | 0.05% | +2,233+6.3% | Added |
| UniSuper Management Pty Ltd | 36,804 | $4.30M | 0.02% | +4,718+14.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,733 | $4.29M | 0.06% | −160.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 36,702 | $4.29M | 0.02% | −679−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 36,622 | $4.28M | 0.05% | +426+1.2% | Added |
| D.A. Davidson & Co. | 36,585 | $4.27M | 0.02% | +4,118+12.7% | Added |
| Tortoise Capital Advisors, L.L.C. | 36,408 | $4.25M | 0.04% | −115,990−76.1% | Reduced |
| Johnson Financial Group, Inc. | 36,089 | $4.21M | 0.14% | +5,096+16.4% | Added |
| Steward Partners Investment Advisory, LLC | 36,031 | $4.21M | 0.02% | +369+1.0% | Added |
| Rafferty Asset Management, LLC | 35,974 | $4.20M | 0.01% | +9,637+36.6% | Added |
| First American Bank | 35,796 | $4.18M | 0.23% | +765+2.2% | Added |
| Schroder Investment Management Group | 34,836 | $4.13M | 0.00% | −6,329−15.4% | Reduced |
| KBC Group NV | 34,792 | $4.06M | 0.01% | +73+0.2% | Added |
| Sciencast Management LP | 34,091 | $3.98M | 0.83% | +34,091 | New |
| Mutual of America Capital Management LLC | 33,565 | $3.92M | 0.04% | −1,046−3.0% | Reduced |
| Ameritas Advisory Services, LLC | 33,072 | $3.86M | 0.08% | +20,245+157.8% | Added |
| Pathstone Holdings, LLC | 32,662 | $3.83M | 0.01% | +2,272+7.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,315 | $3.77M | 0.07% | +32,315 | New |
| Level Four Advisory Services, LLC | 32,268 | $3.77M | 0.11% | +1,162+3.7% | Added |
| NBC Securities, Inc. | 32,266 | $3.77M | 0.26% | −460−1.4% | Reduced |
| State of Alaska, Department of Revenue | 31,915 | $3.73M | 0.04% | −905−2.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 31,852 | $3.72M | 0.30% | +31,852 | New |
| Global Retirement Partners, LLC | 31,775 | $3.71M | 0.06% | +31,775 | New |
| Allstate Corp | 31,730 | $3.71M | 0.04% | +822+2.7% | Added |
| Cincinnati Casualty Co | 31,000 | $3.62M | 1.92% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 30,920 | $3.61M | 0.03% | +30,920 | New |
| Alps Advisors Inc | 30,866 | $3.60M | 0.02% | +19,165+163.8% | Added |
| Farmers & Merchants Investments Inc | 30,722 | $3.59M | 0.09% | −20.0% | Reduced |
| Leavell Investment Management, Inc. | 30,676 | $3.58M | 0.13% | −271−0.9% | Reduced |
| Journey Advisory Group, LLC | 30,447 | $3.56M | 0.27% | +133+0.4% | Added |
| Empowered Funds, LLC | 30,428 | $3.55M | 0.02% | −1,018−3.2% | Reduced |
| Keebeck Wealth Management, LLC | 30,280 | $3.54M | 0.35% | +1,409+4.9% | Added |
| GAMMA Investing LLC | 30,049 | $3.51M | 0.13% | +3,484+13.1% | Added |
| Regions Financial Corp | 29,688 | $3.47M | 0.02% | −9,913−25.0% | Reduced |
| Global Trust Wealth Management LLC | 29,428 | $3.44M | 2.37% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 29,210 | $3.41M | 0.01% | −127−0.4% | Reduced |
| Wedbush Securities Inc | 29,121 | $3.40M | 0.09% | −1,159−3.8% | Reduced |
| Trilogy Capital Inc. | 29,110 | $3.40M | 0.13% | +366+1.3% | Added |
| Keybank National Association | 29,028 | $3.39M | 0.01% | +1,732+6.3% | Added |
| Tudor Investment Corp Et Al | 28,760 | $3.36M | 0.01% | −22,522−43.9% | Reduced |
| Foundations Investment Advisors, LLC | 28,472 | $3.32M | 0.03% | +221+0.8% | Added |
| AlphaCore Capital LLC | 28,056 | $3.28M | 0.06% | +4,509+19.1% | Added |
| Brown Advisory Inc | 27,884 | $3.26M | 0.01% | +326+1.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 27,716 | $3.24M | 1.19% | +646+2.4% | Added |
| apricus wealth, LLC | 27,695 | $3.23M | 1.54% | −320−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 27,409 | $3.20M | 0.01% | −397−1.4% | Reduced |
| QRG Capital Management, Inc. | 27,374 | $3.20M | 0.03% | +4,553+20.0% | Added |
| Credit Agricole S A | 27,279 | $3.19M | 0.01% | +13,278+94.8% | Added |
| Pensionmark Financial Group, LLC | 27,344 | $3.17M | 0.05% | −1,692−5.8% | Reduced |
| Lantz Financial LLC | 26,829 | $3.13M | 0.57% | +556+2.1% | Added |
| Prosperity Consulting Group, LLC | 26,680 | $3.12M | 0.12% | −152−0.6% | Reduced |
| USS Investment Management Ltd | 26,549 | $3.10M | 0.01% | −18,450−41.0% | Reduced |
| Rothschild Investment LLC | 26,427 | $3.09M | 0.12% | −69−0.3% | Reduced |
| Associated Banc-Corp | 26,330 | $3.07M | 0.07% | +599+2.3% | Added |
| Independent Advisor Alliance | 26,077 | $3.05M | 0.07% | +797+3.2% | Added |
| Shakespeare Wealth Management, Inc. | 25,877 | $3.02M | 0.80% | +525+2.1% | Added |
| Diversified Management Inc | 25,869 | $3.02M | 0.65% | −7,508−22.5% | Reduced |
| We Are One Seven, LLC | 25,099 | $2.93M | 0.05% | +1,928+8.3% | Added |
| Bridgewater Associates, LP | 24,998 | $2.92M | 0.01% | +24,998 | New |
| Marietta Investment Partners LLC | 24,829 | $2.90M | 0.50% | −260−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 24,802 | $2.90M | 0.06% | −338−1.3% | Reduced |
| RFG Advisory, LLC | 24,716 | $2.89M | 0.05% | +776+3.2% | Added |
| Private Advisor Group, LLC | 24,692 | $2.88M | 0.01% | −4,006−14.0% | Reduced |
| Synergy Financial Management, LLC | 24,620 | $2.87M | 0.27% | +24,620 | New |
| Ascent Group, LLC | 24,497 | $2.86M | 0.09% | −2,057−7.7% | Reduced |
| Pacer Advisors, Inc. | 24,340 | $2.84M | 0.01% | −2,984−10.9% | Reduced |
| Intech Investment Management LLC | 24,249 | $2.83M | 0.03% | −16,455−40.4% | Reduced |
| Fulton Bank, N.A. | 24,135 | $2.82M | 0.09% | +3,408+16.4% | Added |
| Gsa Capital Partners LLP | 23,837 | $2.78M | 0.18% | +14,061+143.8% | Added |
| Brevan Howard Capital Management LP | 23,480 | $2.74M | 0.04% | −18,200−43.7% | Reduced |
| Broadwater Capital Management LLC | 23,150 | $2.70M | 1.96% | −50−0.2% | Reduced |
| Saudi Central Bank | 22,799 | $2.66M | 0.03% | +10,792+89.9% | Added |
| Wealth Alliance | 22,729 | $2.65M | 0.22% | +2,686+13.4% | Added |
| Meyer Handelman Co | 22,550 | $2.63M | 0.07% | 00.0% | Unchanged |
| GAM Holding AG | 22,537 | $2.63M | 0.20% | +17,978+394.3% | Added |
| Penobscot Investment Management Company, Inc. | 22,422 | $2.62M | 0.18% | −478−2.1% | Reduced |
| Ellenbecker Investment Group | 22,262 | $2.60M | 0.30% | +770+3.6% | Added |
| Kieckhefer Group LLC | 22,217 | $2.59M | 1.06% | −500−2.2% | Reduced |
| Sit Investment Associates Inc | 21,980 | $2.57M | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 21,968 | $2.57M | 0.04% | +1,563+7.7% | Added |
| Nomura Holdings Inc | 21,958 | $2.56M | 0.01% | −14,304−39.4% | Reduced |
| Excelsior Advisor Network LLC | 21,903 | $2.56M | 0.34% | +19,357+760.3% | Added |
| Mesirow Financial Investment Management, Inc. | 21,861 | $2.55M | 0.04% | −669−3.0% | Reduced |
| Spirit of America Management Corp | 21,800 | $2.55M | 0.48% | +500+2.3% | Added |
| Stonebridge Financial Group, LLC | 21,710 | $2.54M | 0.19% | +624+3.0% | Added |
| Dana Investment Advisors, Inc. | 21,430 | $2.50M | 0.07% | +171+0.8% | Added |
| Flputnam Investment Management Co | 21,392 | $2.50M | 0.03% | +609+2.9% | Added |
| Summit Trail Advisors, LLC | 21,348 | $2.49M | 0.03% | +1,187+5.9% | Added |