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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 12,703 | $1.48M | 0.02% | +1,102+9.5% | Added |
| IAG Wealth Partners, LLC | 12,638 | $1.48M | 0.15% | −553−4.2% | Reduced |
| Summit Financial, LLC | 12,616 | $1.47M | 0.02% | +1,497+13.5% | Added |
| Jain Global LLC | 12,487 | $1.46M | 0.02% | −7,955−38.9% | Reduced |
| Conning Inc. | 12,264 | $1.43M | 0.04% | −108−0.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,167 | $1.42M | 0.38% | +21+0.2% | Added |
| Sigma Planning Corp | 12,070 | $1.41M | 0.04% | −302−2.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,002 | $1.40M | 0.06% | +58+0.5% | Added |
| Twin City Private Wealth, LLC | 11,975 | $1.40M | 0.98% | −153−1.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11,858 | $1.38M | 0.50% | +725+6.5% | Added |
| Enhancing Capital LLC | 11,706 | $1.37M | 0.94% | 00.0% | Unchanged |
| Kampmann Melissa S. | 11,680 | $1.36M | 1.03% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 11,653 | $1.36M | 0.16% | +223+2.0% | Added |
| Welch & Forbes LLC | 11,648 | $1.36M | 0.02% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 11,622 | $1.36M | 0.89% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 11,513 | $1.34M | 0.22% | +11,513 | New |
| Frec Markets, Inc. | 11,425 | $1.33M | 0.12% | +7,202+170.5% | Added |
| First Bank & Trust | 11,314 | $1.32M | 0.19% | +880+8.4% | Added |
| HighPoint Advisor Group LLC | 11,288 | $1.32M | 0.05% | +781+7.4% | Added |
| Wealthspire Advisors, LLC | 11,268 | $1.32M | 0.01% | +257+2.3% | Added |
| Toroso Investments, LLC | 11,216 | $1.31M | 0.00% | +743+7.1% | Added |
| Empirical Finance, LLC | 11,141 | $1.30M | 0.05% | +383+3.6% | Added |
| Charter Capital Management, LLC | 11,037 | $1.29M | 0.57% | −150−1.3% | Reduced |
| Alliance Wealth Advisors, LLC | 10,984 | $1.28M | 0.24% | −5,239−32.3% | Reduced |
| EP Wealth Advisors, LLC | 10,935 | $1.28M | 0.00% | +2,397+28.1% | Added |
| Valmark Advisers, Inc. | 10,868 | $1.27M | 0.01% | +1,779+19.6% | Added |
| Venture Visionary Partners LLC | 10,831 | $1.26M | 0.04% | −56−0.5% | Reduced |
| RIA Advisory Group LLC | 10,788 | $1.26M | 0.28% | +873+8.8% | Added |
| South Dakota Investment Council | 10,766 | $1.26M | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10,717 | $1.25M | 0.01% | −634−5.6% | Reduced |
| Axxcess Wealth Management, LLC | 10,703 | $1.25M | 0.02% | +3,684+52.5% | Added |
| Legacy Private Trust Co. | 10,684 | $1.25M | 0.07% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 10,660 | $1.24M | 0.05% | −178−1.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,658 | $1.24M | 0.04% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 10,615 | $1.24M | 0.16% | +2,521+31.1% | Added |
| Sumitomo Life Insurance Co | 10,614 | $1.24M | 0.02% | −622−5.5% | Reduced |
| Brown Brothers Harriman & Co | 10,570 | $1.23M | 0.01% | +5,047+91.4% | Added |
| SNS Financial Group, LLC | 10,526 | $1.23M | 0.02% | +10,526 | New |
| Clearstead Advisors, LLC | 10,459 | $1.22M | 0.01% | +2,846+37.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,443 | $1.22M | 0.01% | +30+0.3% | Added |
| Buckley Wealth Management, LLC | 10,409 | $1.22M | 0.30% | +510+5.2% | Added |
| PFW Advisors LLC | 10,389 | $1.21M | 0.35% | −467−4.3% | Reduced |
| Profund Advisors LLC | 10,199 | $1.19M | 0.03% | −905−8.2% | Reduced |
| MAI Capital Management | 10,184 | $1.19M | 0.00% | +22+0.2% | Added |
| Twin Capital Management Inc | 10,050 | $1.17M | 0.13% | −2,337−18.9% | Reduced |
| Stephenson National Bank & Trust | 9,981 | $1.17M | 0.30% | +3,058+44.2% | Added |
| Bryn Mawr Trust Co | 9,973 | $1.16M | 0.03% | +33+0.3% | Added |
| MUFG Securities Americas Inc. | 9,811 | $1.15M | 0.06% | +805+8.9% | Added |
| Wealth Architects, LLC | 9,733 | $1.14M | 0.09% | +32+0.3% | Added |
| Rowland & Co Investment Counsel | 9,728 | $1.14M | 0.21% | 00.0% | Unchanged |
| Strategic Investment Advisors | 9,717 | $1.13M | 0.07% | −12−0.1% | Reduced |
| Birch Financial Group, LLC | 9,704 | $1.13M | 0.58% | +83+0.9% | Added |
| North Dakota State Investment Board | 9,681 | $1.13M | 0.05% | +270+2.9% | Added |
| Turning Point Benefit Group, Inc. | 9,682 | $1.13M | 0.49% | +2,104+27.8% | Added |
| Portfolio Design Labs, LLC | 9,666 | $1.13M | 0.19% | +750+8.4% | Added |
| Legato Capital Management LLC | 9,633 | $1.12M | 0.09% | −11,351−54.1% | Reduced |
| Trueblood Wealth Management, LLC | 9,620 | $1.12M | 0.39% | +49+0.5% | Added |
| American State Bank (Iowa) | 9,584 | $1.12M | 0.45% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 9,451 | $1.10M | 0.29% | +9,246+4,510.2% | Added |
| Prospera Financial Services Inc | 9,400 | $1.10M | 0.02% | −2,318−19.8% | Reduced |
| Bank & Trust Co | 9,365 | $1.09M | 0.69% | −151−1.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 9,309 | $1.09M | 0.23% | +5,928+175.3% | Added |
| Hendershot Investments Inc. | 9,218 | $1.08M | 0.14% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9,188 | $1.07M | 0.11% | +2,778+43.3% | Added |
| Equitable Holdings, Inc. | 9,122 | $1.07M | 0.01% | −9,223−50.3% | Reduced |
| NorthRock Partners, LLC | 9,116 | $1.06M | 0.02% | −1,429−13.6% | Reduced |
| Modern Wealth Management, LLC | 9,104 | $1.06M | 0.01% | +458+5.3% | Added |
| Johnson Investment Counsel Inc | 9,029 | $1.05M | 0.01% | +167+1.9% | Added |
| Arkadios Wealth Advisors | 8,983 | $1.05M | 0.02% | −2,378−20.9% | Reduced |
| Plus Group Wealth Advisors LLC | 8,963 | $1.05M | 0.98% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,939 | $1.04M | 0.02% | −174−1.9% | Reduced |
| Hartford Funds Management Co LLC | 8,890 | $1.04M | 0.08% | +544+6.5% | Added |
| Altshuler Shaham Ltd | 8,874 | $1.04M | 0.01% | +921+11.6% | Added |
| Voya Financial Advisors, Inc. | 8,720 | $1.03M | 0.09% | −431−4.7% | Reduced |
| United Capital Financial Advisers, LLC | 8,824 | $1.03M | 0.01% | +42+0.5% | Added |
| Commerce Advisors, LLC | 8,790 | $1.03M | 0.56% | +80+0.9% | Added |
| Norden Group LLC | 8,780 | $1.03M | 0.08% | −140−1.6% | Reduced |
| IHT Wealth Management, LLC | 8,767 | $1.02M | 0.02% | −96−1.1% | Reduced |
| Schmidt P J Investment Management Inc | 8,748 | $1.02M | 0.16% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 8,713 | $1.02M | 0.11% | +237+2.8% | Added |
| Chelsea Counsel Co | 8,672 | $1.01M | 0.43% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,664 | $1.01M | 0.01% | +267+3.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,530 | $996.0K | 0.06% | +125+1.5% | Added |
| Intrua Financial, LLC | 8,518 | $994.6K | 0.09% | −74−0.9% | Reduced |
| Portside Wealth Group, LLC | 8,499 | $992.4K | 0.12% | −524−5.8% | Reduced |
| PFG Investments, LLC | 8,499 | $992.4K | 0.04% | +9+0.1% | Added |
| Securian Asset Management, Inc | 8,671 | $982.9K | 0.04% | −152−1.7% | Reduced |
| Montag A & Associates Inc | 8,414 | $982.5K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 8,404 | $981.3K | 0.02% | −160−1.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,301 | $969.3K | 0.02% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 8,280 | $966.9K | 1.15% | 00.0% | Unchanged |
| Callan Family Office, LLC | 8,279 | $966.7K | 0.02% | +182+2.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,236 | $961.7K | 0.00% | +8,236 | New |
| Searle & Co. | 8,200 | $957.5K | 0.22% | +1,000+13.9% | Added |
| RSM US Wealth Management LLC | 8,184 | $955.7K | 0.01% | −1,058−11.4% | Reduced |
| WNY Asset Management, LLC | 8,153 | $952.1K | 0.09% | −496−5.7% | Reduced |
| Greenleaf Trust | 8,036 | $938.4K | 0.01% | +38+0.5% | Added |
| Confluence Wealth Services, Inc. | 7,948 | $928.0K | 0.03% | +7,948 | New |
| Aristotle Atlantic Partners, LLC | 7,941 | $927.3K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 7,925 | $925.4K | 0.10% | −28,282−78.1% | Reduced |