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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 5,229 | $610.6K | 0.00% | −150−2.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,212 | $608.6K | 0.02% | +205+4.1% | Added |
| Boston Family Office LLC | 5,211 | $608.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 5,205 | $608.0K | 0.08% | +37+0.7% | Added |
| Eastern Bank | 5,197 | $606.9K | 0.01% | −225−4.1% | Reduced |
| Kingdom Financial Group LLC. | 5,183 | $605.2K | 0.15% | −138−2.6% | Reduced |
| Peapack Gladstone Financial Corp | 5,179 | $604.0K | 0.01% | −88−1.7% | Reduced |
| Blossom Wealth Management | 5,171 | $603.8K | 0.85% | −235−4.3% | Reduced |
| Phillips Wealth Planners LLC | 5,100 | $600.2K | 0.44% | +276+5.7% | Added |
| Master's Wealth Management Inc. | 5,134 | $599.5K | 0.18% | +1,091+27.0% | Added |
| Paragon Private Wealth Management, LLC | 5,131 | $599.1K | 0.16% | −48−0.9% | Reduced |
| Dougherty & Associates, LLC | 5,032 | $587.7K | 0.47% | −130−2.5% | Reduced |
| Daymark Wealth Partners, LLC | 5,021 | $586.3K | 0.01% | −91−1.8% | Reduced |
| Kera Capital Partners, Inc. | 5,015 | $585.6K | 0.06% | +761+17.9% | Added |
| FWL Investment Management, LLC | 5,000 | $583.9K | 0.11% | 00.0% | Unchanged |
| Capital Advisors Inc | 4,946 | $577.5K | 0.01% | −210−4.1% | Reduced |
| Indivisible Partners | 4,938 | $576.6K | 0.03% | +1,049+27.0% | Added |
| Spectrum Investment Advisors, Inc. | 4,929 | $575.6K | 0.24% | +104+2.2% | Added |
| Paradigm Financial Partners, LLC | 4,923 | $574.9K | 0.05% | +180+3.8% | Added |
| MPS Loria Financial Planners, LLC | 4,922 | $574.7K | 0.13% | −323−6.2% | Reduced |
| Jump Financial, LLC | 4,900 | $572.2K | 0.01% | −37,768−88.5% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $572.2K | 0.39% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4,893 | $571.3K | 0.06% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 4,978 | $566.6K | 0.01% | −349−6.6% | Reduced |
| Diversify Advisory Services, LLC | 4,978 | $566.6K | 0.01% | +4,978 | New |
| Colter Lewis Investment Partners LLC | 4,846 | $565.9K | 0.25% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,824 | $563.3K | 0.04% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4,792 | $559.6K | 0.01% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 4,784 | $558.7K | 0.23% | +303+6.8% | Added |
| HBK Sorce Advisory LLC | 5,145 | $557.0K | 0.01% | +197+4.0% | Added |
| FIL Ltd | 4,758 | $555.6K | 0.00% | +2,394+101.3% | Added |
| Simplicity Wealth,LLC | 4,724 | $551.6K | 0.02% | +70+1.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 4,718 | $550.9K | 0.04% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 4,715 | $550.7K | 0.02% | +1,081+29.7% | Added |
| Smith, Moore & Co. | 4,665 | $544.7K | 0.04% | +20.0% | Added |
| Skba Capital Management LLC | 4,665 | $544.7K | 0.09% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,650 | $543.0K | 0.02% | +890+23.7% | Added |
| Keystone Financial Group | 4,609 | $538.2K | 0.03% | +457+11.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,590 | $536.0K | 0.01% | −32−0.7% | Reduced |
| West Paces Advisors Inc. | 4,569 | $533.6K | 0.09% | +27+0.6% | Added |
| Midwest Trust Co | 4,544 | $530.6K | 0.01% | −356−7.3% | Reduced |
| Brown Miller Wealth Management, LLC | 4,528 | $528.7K | 0.13% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,521 | $527.9K | 0.04% | −196−4.2% | Reduced |
| Csenge Advisory Group | 4,517 | $527.4K | 0.02% | −194−4.1% | Reduced |
| Hudock, Inc. | 4,513 | $527.1K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,507 | $526.3K | 0.11% | +188+4.4% | Added |
| Financial Advisory Partners, LLC | 4,507 | $526.3K | 0.14% | −211−4.5% | Reduced |
| Qsemble Capital Management, LP | 4,499 | $525.3K | 0.07% | −54,600−92.4% | Reduced |
| Crewe Advisors LLC | 4,494 | $524.8K | 0.04% | +115+2.6% | Added |
| CAPROCK Group, Inc. | 4,492 | $524.7K | 0.01% | −431−8.8% | Reduced |
| Change Path, LLC | 4,475 | $522.4K | 0.01% | −381−7.8% | Reduced |
| Chesley Taft & Associates LLC | 4,460 | $520.8K | 0.02% | −22−0.5% | Reduced |
| Vontobel Holding Ltd. | 4,435 | $517.9K | 0.00% | +453+11.4% | Added |
| Custom Index Systems, LLC | 4,413 | $515.3K | 0.19% | +63+1.4% | Added |
| Colonial Trust Advisors | 4,372 | $510.5K | 0.04% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,368 | $510.1K | 0.05% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 4,359 | $509.0K | 0.04% | −543−11.1% | Reduced |
| Chicago Partners Investment Group LLC | 4,425 | $507.6K | 0.01% | +877+24.7% | Added |
| Thrive Wealth Management, LLC | 4,326 | $505.2K | 0.07% | −9−0.2% | Reduced |
| Forum Financial Management, LP | 4,322 | $504.7K | 0.01% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 4,286 | $500.5K | 0.27% | +109+2.6% | Added |
| Waterway Wealth Management, LLC | 4,277 | $499.4K | 0.10% | −3,133−42.3% | Reduced |
| Highland Investment Advisors LLC | 4,255 | $496.8K | 0.22% | +4,255 | New |
| PUREfi Wealth, LLC | 4,252 | $496.5K | 0.27% | +1,029+31.9% | Added |
| Redmond Asset Management, LLC | 4,250 | $496.3K | 0.12% | −50−1.2% | Reduced |
| Duncker Streett & Co Inc | 4,235 | $494.5K | 0.08% | +177+4.4% | Added |
| Ritholtz Wealth Management | 4,203 | $490.8K | 0.01% | −10−0.2% | Reduced |
| Carret Asset Management, LLC | 4,200 | $490.4K | 0.04% | +200+5.0% | Added |
| Old Second National Bank of Aurora | 4,196 | $490.0K | 0.09% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 4,186 | $488.8K | 0.20% | −63−1.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,160 | $485.8K | 0.01% | −8−0.2% | Reduced |
| Aprio Wealth Management, LLC | 4,150 | $484.6K | 0.02% | +37+0.9% | Added |
| Bullock Wealth Management Group | 4,146 | $481.8K | 0.21% | +48+1.2% | Added |
| 71 West Capital Partners | 4,066 | $474.8K | 0.02% | +1,258+44.8% | Added |
| OpenArc Corporate Advisory, LLC | 4,057 | $473.7K | 0.01% | +333+8.9% | Added |
| Everence Capital Management Inc | 4,050 | $473.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,045 | $472.0K | 0.02% | −58−1.4% | Reduced |
| Krilogy Financial LLC | 4,033 | $470.9K | 0.01% | +1,209+42.8% | Added |
| Moody Lynn & Lieberson, LLC | 4,032 | $470.8K | 0.02% | +3+0.1% | Added |
| Gateway Wealth Partners, LLC | 3,993 | $466.3K | 0.03% | −3,418−46.1% | Reduced |
| International Private Wealth Advisors LLC | 3,986 | $465.5K | 0.24% | +11+0.3% | Added |
| Ambassador Advisors, LLC | 3,984 | $465.2K | 0.06% | −1,065−21.1% | Reduced |
| Moors & Cabot, Inc. | 3,980 | $464.8K | 0.02% | −1,660−29.4% | Reduced |
| Bruce & Co., Inc. | 3,945 | $460.7K | 0.12% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,928 | $458.7K | 0.01% | −3−0.1% | Reduced |
| Tarbox Family Office, Inc. | 3,918 | $457.5K | 0.07% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,904 | $456.0K | 0.10% | +3,904 | New |
| Chesapeake Asset Management LLC | 3,878 | $452.8K | 0.35% | +908+30.6% | Added |
| West Family Investments, Inc. | 3,864 | $451.2K | 0.13% | +11+0.3% | Added |
| Wedmont Private Capital | 3,911 | $449.6K | 0.01% | +591+17.8% | Added |
| AlphaStar Capital Management, LLC | 3,841 | $448.5K | 0.03% | −348−8.3% | Reduced |
| Fortis Group Advisors, LLC | 3,819 | $445.9K | 0.07% | −14,934−79.6% | Reduced |
| Impact Partnership Wealth, LLC | 3,802 | $444.0K | 0.04% | +32+0.8% | Added |
| Smithfield Trust Co | 3,806 | $443.0K | 0.02% | −50−1.3% | Reduced |
| Signet Private Wealth LLC | 3,793 | $442.9K | 0.35% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,791 | $442.7K | 0.03% | −33−0.9% | Reduced |
| McDonough Capital Management, Inc | 3,788 | $442.3K | 0.22% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,782 | $442.0K | 0.03% | −24−0.6% | Reduced |
| Keudell/Morrison Wealth Management | 3,781 | $441.5K | 0.08% | +427+12.7% | Added |
| AdvisorNet Financial, Inc | 3,755 | $438.5K | 0.02% | +16+0.4% | Added |