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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 7,858 | $917.6K | 0.19% | +67+0.9% | Added |
| Metis Global Partners, LLC | 7,848 | $916.4K | 0.02% | −1,429−15.4% | Reduced |
| Meeder Advisory Services, Inc. | 7,745 | $904.4K | 0.03% | −482−5.9% | Reduced |
| Triangle Securities Wealth Management | 7,739 | $903.7K | 0.18% | +5+0.1% | Added |
| ProVise Management Group, LLC | 7,730 | $902.6K | 0.06% | +2,189+39.5% | Added |
| Exchange Traded Concepts, LLC | 7,715 | $900.9K | 0.00% | −195−2.5% | Reduced |
| Revisor Wealth Management LLC | 7,689 | $897.8K | 0.22% | −50−0.6% | Reduced |
| DF Dent & Co Inc | 7,681 | $896.9K | 0.02% | −51−0.7% | Reduced |
| Rehmann Capital Advisory Group | 7,633 | $891.4K | 0.04% | +270+3.7% | Added |
| Heartland Bank & Trust Co | 7,592 | $886.5K | 0.18% | +65+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 7,554 | $882.1K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7,526 | $878.8K | 0.06% | +811+12.1% | Added |
| Andra AP-fonden | 7,500 | $875.8K | 0.01% | +6,839+1,034.6% | Added |
| Romano Brothers and Company | 7,499 | $875.7K | 0.09% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 7,497 | $875.4K | 0.04% | −7−0.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 7,452 | $870.2K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 7,389 | $862.8K | 0.00% | −307,901−97.7% | Reduced |
| Laird Norton Trust Company, LLC | 7,379 | $861.6K | 0.02% | −620−7.8% | Reduced |
| Investment House LLC | 7,300 | $852.4K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,293 | $851.6K | 0.05% | +4+0.1% | Added |
| First United Bank Trust | 7,280 | $850.1K | 0.24% | −765−9.5% | Reduced |
| Venturi Wealth Management, LLC | 7,248 | $846.3K | 0.03% | +102+1.4% | Added |
| Westpac Banking Corp | 7,172 | $837.5K | 0.05% | −1,212−14.5% | Reduced |
| Integrated Advisors Network LLC | 7,166 | $836.7K | 0.04% | −234−3.2% | Reduced |
| Chicago Trust Co NA | 7,154 | $835.4K | 0.12% | −60−0.8% | Reduced |
| Beaton Management Co. Inc. | 7,088 | $828.0K | 0.34% | −496−6.5% | Reduced |
| CWS Financial Advisors, LLC | 7,054 | $823.6K | 0.18% | +999+16.5% | Added |
| Regal Investment Advisors LLC | 7,012 | $818.8K | 0.04% | +16+0.2% | Added |
| Wesbanco Bank Inc | 6,984 | $815.5K | 0.02% | −1,730−19.9% | Reduced |
| Sagespring Wealth Partners, LLC | 6,868 | $802.0K | 0.01% | +455+7.1% | Added |
| Burling Wealth Partners, LLC | 6,859 | $800.9K | 0.12% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 6,852 | $800.1K | 0.31% | −6,301−47.9% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 6,852 | $800.1K | 0.31% | +6,852 | New |
| Sound View Wealth Advisors Group, LLC | 6,784 | $792.2K | 0.05% | −993−12.8% | Reduced |
| Legacy Wealth Managment, LLC | 6,737 | $786.7K | 0.32% | −30.0% | Reduced |
| Umb Bank N A | 6,697 | $782.0K | 0.01% | +147+2.2% | Added |
| Sivia Capital Partners, LLC | 6,688 | $781.0K | 0.09% | +6,688 | New |
| Mount Yale Investment Advisors, LLC | 6,657 | $777.4K | 0.01% | +264+4.1% | Added |
| Adviser Investments LLC | 6,569 | $767.1K | 0.01% | +967+17.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,515 | $760.8K | 0.00% | −2,790−30.0% | Reduced |
| Diversified Trust Co | 6,444 | $752.5K | 0.01% | +212+3.4% | Added |
| Ti-Trust, Inc | 6,430 | $750.8K | 0.40% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 6,382 | $745.2K | 0.24% | −7,921−55.4% | Reduced |
| Advisors Capital Management, LLC | 6,362 | $742.9K | 0.01% | +187+3.0% | Added |
| Savvy Advisors, Inc. | 6,360 | $742.7K | 0.02% | +1,429+29.0% | Added |
| Private Trust Co NA | 6,359 | $742.5K | 0.06% | +195+3.2% | Added |
| Walleye Capital LLC | 6,359 | $742.5K | 0.00% | +844+15.3% | Added |
| Bradley Foster & Sargent Inc | 6,308 | $736.6K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,297 | $735.3K | 0.01% | +1,064+20.3% | Added |
| Focus Financial Network, Inc. | 6,287 | $734.1K | 0.02% | +253+4.2% | Added |
| Syon Capital LLC | 6,271 | $732.3K | 0.03% | +663+11.8% | Added |
| Trust Co of Toledo NA | 6,246 | $729.3K | 0.06% | +89+1.4% | Added |
| North Star Asset Management Inc | 6,244 | $729.1K | 0.03% | +74+1.2% | Added |
| Centennial Wealth Advisory LLC | 6,188 | $722.8K | 0.16% | +466+8.1% | Added |
| Engineers Gate Manager LP | 6,180 | $721.6K | 0.01% | +6,180 | New |
| Bridges Investment Management Inc | 6,137 | $716.6K | 0.01% | −100−1.6% | Reduced |
| Park Place Capital Corp | 6,125 | $715.2K | 0.11% | +662+12.1% | Added |
| Central Trust Co | 6,104 | $712.8K | 0.01% | +27+0.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,085 | $710.6K | 0.16% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 6,043 | $705.6K | 0.09% | +627+11.6% | Added |
| Advisors Management Group Inc | 6,024 | $703.0K | 0.12% | +18+0.3% | Added |
| Signaturefd, LLC | 6,016 | $702.5K | 0.01% | +187+3.2% | Added |
| Dakota Wealth Management | 6,006 | $701.3K | 0.01% | −25−0.4% | Reduced |
| Atomi Financial Group, Inc. | 5,997 | $700.2K | 0.02% | +310+5.5% | Added |
| Invst, LLC | 5,995 | $700.0K | 0.07% | −87−1.4% | Reduced |
| Harbour Investment Management LLC | 5,990 | $699.5K | 0.36% | −125−2.0% | Reduced |
| Ballentine Partners, LLC | 5,921 | $691.4K | 0.01% | −12−0.2% | Reduced |
| Coldstream Capital Management Inc | 5,916 | $690.8K | 0.01% | +638+12.1% | Added |
| Kovack Advisors, Inc. | 5,918 | $689.7K | 0.03% | +1,841+45.2% | Added |
| Martingale Asset Management L P | 5,872 | $685.7K | 0.02% | −1,356−18.8% | Reduced |
| TBH Global Asset Management, LLC | 5,867 | $685.0K | 0.13% | +33+0.6% | Added |
| Journey Retirement Planning & Investment Management LLC | 5,817 | $679.2K | 0.53% | −496−7.9% | Reduced |
| Fiduciary Trust Co | 5,802 | $677.5K | 0.01% | +843+17.0% | Added |
| Haverford Trust Co | 5,792 | $676.3K | 0.01% | −50−0.9% | Reduced |
| 49 Wealth Management, LLC | 5,774 | $674.3K | 0.13% | +5,774 | New |
| Alongside, LLC | 5,774 | $674.3K | 0.13% | +5,774 | New |
| Prime Capital Investment Advisors, LLC | 5,751 | $671.6K | 0.01% | −238−4.0% | Reduced |
| Kesler, Norman & Wride, LLC | 5,715 | $667.3K | 0.11% | −40−0.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,675 | $662.7K | 0.05% | +10.0% | Added |
| Avantax Planning Partners, Inc. | 5,667 | $661.7K | 0.02% | −1,977−25.9% | Reduced |
| Elyxium Wealth, LLC | 5,663 | $661.3K | 0.07% | +5,663 | New |
| Tema ETFs LLC | 5,657 | $660.6K | 0.02% | +435+8.3% | Added |
| Perigon Wealth Management, LLC | 5,619 | $656.1K | 0.01% | +1,115+24.8% | Added |
| Mather Group, LLC. | 5,597 | $653.6K | 0.01% | +2,926+109.5% | Added |
| V-Square Quantitative Management LLC | 5,597 | $653.6K | 0.06% | +367+7.0% | Added |
| Monument Capital Management | 5,572 | $650.6K | 0.13% | +2,154+63.0% | Added |
| Moneta Group Investment Advisors LLC | 5,547 | $647.7K | 0.00% | +57+1.0% | Added |
| Cynosure Management, LLC | 5,530 | $645.7K | 0.10% | +5,530 | New |
| Aviva PLC | 5,527 | $645.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,497 | $642.0K | 0.01% | +141+2.6% | Added |
| City State Bank | 5,492 | $641.3K | 0.15% | −88−1.6% | Reduced |
| TCW Group Inc | 5,469 | $638.6K | 0.00% | +278+5.4% | Added |
| Resources Management Corp | 5,409 | $631.6K | 0.08% | 00.0% | Unchanged |
| Sym Financial Corp | 5,409 | $631.6K | 0.05% | +230+4.4% | Added |
| Segment Wealth Management, LLC | 5,401 | $630.7K | 0.03% | +852+18.7% | Added |
| Mission Wealth Management, LP | 5,337 | $623.2K | 0.01% | +1,249+30.6% | Added |
| Hutner Capital Management Inc | 5,336 | $623.1K | 0.25% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,326 | $621.9K | 0.03% | +1,797+50.9% | Added |
| Beverly Hills Private Wealth, LLC | 5,294 | $618.2K | 0.12% | −9,560−64.4% | Reduced |
| Abc Arbitrage SA | 5,289 | $617.6K | 0.07% | −4,557−46.3% | Reduced |