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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 3,749 | $437.8K | 0.03% | +131+3.6% | Added |
| Legacy Capital Wealth Partners, LLC | 3,745 | $437.3K | 0.08% | +26+0.7% | Added |
| Grant Private Wealth Management Inc | 3,741 | $436.8K | 0.18% | +1,097+41.5% | Added |
| ZWJ Investment Counsel Inc | 3,739 | $436.6K | 0.01% | +20+0.5% | Added |
| Smartleaf Asset Management LLC | 3,669 | $434.6K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 3,701 | $432.2K | 0.00% | −4,345−54.0% | Reduced |
| Buska Wealth Management, LLC | 3,700 | $432.0K | 0.16% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,685 | $430.3K | 0.01% | +131+3.7% | Added |
| Sapient Capital LLC | 3,679 | $429.6K | 0.01% | +1,394+61.0% | Added |
| Hilltop Holdings Inc. | 3,668 | $428.3K | 0.03% | +205+5.9% | Added |
| WealthTrust Axiom LLC | 3,666 | $428.1K | 0.10% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 3,665 | $428.0K | 0.20% | +141+4.0% | Added |
| Hanson & Doremus Investment Management | 3,659 | $427.0K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,654 | $426.7K | 0.07% | +3,654 | New |
| Nilsine Partners, LLC | 3,619 | $422.6K | 0.03% | −18−0.5% | Reduced |
| Sunpointe, LLC | 3,581 | $418.2K | 0.12% | +318+9.7% | Added |
| Glenview Trust Co | 3,580 | $418.0K | 0.01% | +405+12.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,554 | $415.5K | 0.02% | +880+32.9% | Added |
| Oarsman Capital, Inc. | 3,545 | $413.9K | 0.04% | −696−16.4% | Reduced |
| Wealthquest Corp | 3,543 | $413.7K | 0.03% | +14+0.4% | Added |
| RDA Financial Network | 3,540 | $413.4K | 0.09% | +1,414+66.5% | Added |
| Avaii Wealth Management, LLC | 3,523 | $411.3K | 0.12% | +10.0% | Added |
| Frank, Rimerman Advisors LLC | 3,507 | $409.5K | 0.02% | +448+14.6% | Added |
| 111 Capital | 3,487 | $407.2K | 0.07% | +3,487 | New |
| Berger Financial Group, Inc | 3,479 | $406.2K | 0.02% | +3,479 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 3,463 | $404.4K | 0.32% | −99−2.8% | Reduced |
| Dynamic Advisor Solutions LLC | 3,457 | $403.6K | 0.01% | −205−5.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,455 | $403.0K | 0.02% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 3,452 | $402.7K | 0.00% | −4−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,434 | $401.0K | 0.01% | −1,150−25.1% | Reduced |
| Greenfield Savings Bank | 3,427 | $400.2K | 0.15% | 00.0% | Unchanged |
| PFG Advisors | 3,424 | $399.9K | 0.02% | +19+0.6% | Added |
| Inscription Capital, LLC | 3,411 | $398.3K | 0.04% | +1,366+66.8% | Added |
| Strategy Asset Managers LLC | 3,408 | $397.9K | 0.06% | +6+0.2% | Added |
| F/M Investments LLC | 3,401 | $397.1K | 0.02% | 00.0% | Unchanged |
| Nvest Financial, LLC | 3,398 | $396.8K | 0.13% | 00.0% | Unchanged |
| Argent Trust Co | 3,396 | $396.6K | 0.01% | +255+8.1% | Added |
| Patrick M Sweeney & Associates, Inc | 3,371 | $393.7K | 0.23% | +331+10.9% | Added |
| Main Street Financial Solutions, LLC | 3,366 | $393.0K | 0.03% | +3,366 | New |
| Qtron Investments LLC | 3,354 | $391.6K | 0.05% | 00.0% | Unchanged |
| Ariston Services Group | 3,351 | $391.3K | 0.22% | +3,351 | Added |
| Loudon Investment Management, LLC | 3,350 | $391.2K | 0.19% | −1,830−35.3% | Reduced |
| Maple Capital Management, Inc. | 3,347 | $390.8K | 0.02% | −20−0.6% | Reduced |
| Parkside Financial Bank & Trust | 3,335 | $389.4K | 0.03% | +635+23.5% | Added |
| TCG Advisory Services, LLC | 3,308 | $386.3K | 0.01% | +755+29.6% | Added |
| Bingham Private Wealth, LLC | 3,308 | $386.3K | 0.27% | +312+10.4% | Added |
| Quadrant Capital Group LLC | 3,284 | $383.5K | 0.01% | +500+18.0% | Added |
| Livet Wealth, LLC | 3,283 | $383.4K | 0.22% | −52−1.6% | Reduced |
| Norris Perne & French LLP | 3,281 | $383.1K | 0.02% | +814+33.0% | Added |
| Tenet Wealth Partners, LLC | 3,363 | $382.8K | 0.28% | +3,363 | New |
| Gladstone Institutional Advisory LLC | 3,263 | $381.1K | 0.01% | +107+3.4% | Added |
| Aegis Wealth Management LLC | 3,262 | $380.9K | 0.18% | −34−1.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,255 | $380.1K | 0.10% | +3,255 | New |
| Evolve Private Wealth, LLC | 3,248 | $379.3K | 0.02% | −3,122−49.0% | Reduced |
| Oxford Asset Management LLP | 3,237 | $378.0K | 0.19% | +3,237 | New |
| Gryphon Financial Partners LLC | 3,237 | $378.0K | 0.03% | +181+5.9% | Added |
| Crestwood Advisors Group LLC | 3,227 | $376.8K | 0.01% | +1,090+51.0% | Added |
| Camden Capital, LLC | 3,225 | $376.6K | 0.02% | +541+20.2% | Added |
| Moment Partners, LLC | 3,207 | $374.5K | 0.07% | +259+8.8% | Added |
| 1st Source Bank | 3,206 | $374.4K | 0.02% | +65+2.1% | Added |
| Insight Wealth Strategies, LLC | 3,218 | $374.0K | 0.04% | +19+0.6% | Added |
| Buckingham Strategic Partners | 3,201 | $373.9K | 0.00% | +3,201 | New |
| GeoWealth Management, LLC | 3,200 | $373.7K | 0.01% | +52+1.7% | Added |
| Walkner Condon Financial Advisors LLC | 3,185 | $371.9K | 0.04% | +129+4.2% | Added |
| Atlantic Union Bankshares Corp | 3,170 | $370.2K | 0.01% | +528+20.0% | Added |
| Meiji Yasuda Life Insurance Co | 3,167 | $369.8K | 0.01% | +3,167 | New |
| Intrust Bank NA | 3,162 | $369.2K | 0.03% | +548+21.0% | Added |
| Astoria Portfolio Advisors LLC. | 3,134 | $365.9K | 0.06% | +803+34.4% | Added |
| Checchi Capital Advisers, LLC | 3,132 | $365.7K | 0.02% | +49+1.6% | Added |
| Cypress Wealth Services, LLC | 3,125 | $364.9K | 0.04% | −24−0.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,120 | $364.3K | 0.15% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 3,115 | $363.7K | 0.04% | +1,034+49.7% | Added |
| PAX Financial Group, LLC | 3,113 | $363.5K | 0.05% | −587−15.9% | Reduced |
| Rexford Capital Inc | 3,086 | $360.4K | 0.22% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,059 | $357.2K | 0.10% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 3,056 | $356.9K | 0.19% | +26+0.9% | Added |
| Cary Street Partners Financial LLC | 3,023 | $353.0K | 0.01% | −46−1.5% | Reduced |
| OneAscent Financial Services LLC | 3,021 | $352.7K | 0.02% | −588−16.3% | Reduced |
| LS Investment Advisors, LLC | 3,000 | $350.3K | 0.05% | 00.0% | Unchanged |
| Code Waechter LLC | 2,999 | $350.2K | 0.18% | +582+24.1% | Added |
| Jacobi Capital Management LLC | 2,998 | $350.0K | 0.02% | −21−0.7% | Reduced |
| Defined Wealth Management, LLC | 2,988 | $348.9K | 0.18% | +17+0.6% | Added |
| Bank of Stockton | 2,982 | $348.2K | 0.10% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,981 | $348.1K | 0.04% | +114+4.0% | Added |
| Graybill Bartz & Assoc Ltd | 2,981 | $348.1K | 0.09% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,979 | $348.0K | 0.05% | −156−5.0% | Reduced |
| Mirabella Financial Services LLP | 2,980 | $348.0K | 0.03% | +2,980 | New |
| Tower Research Capital LLC (TRC) | 2,965 | $346.2K | 0.01% | −8,229−73.5% | Reduced |
| Fidelis Capital Partners, LLC | 2,949 | $344.4K | 0.02% | +115+4.1% | Added |
| Compass Financial Group, INC | 2,938 | $343.1K | 0.04% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 2,937 | $343.0K | 0.06% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,931 | $342.3K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,914 | $340.3K | 0.11% | +7+0.2% | Added |
| Principle Wealth Partners LLC | 2,895 | $338.0K | 0.02% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,893 | $337.8K | 0.20% | +915+46.3% | Added |
| FSM Wealth Advisors, LLC | 2,885 | $336.9K | 0.04% | +2+0.1% | Added |
| Everpar Advisors LLC | 2,885 | $336.9K | 0.10% | +420+17.0% | Added |
| Valeo Financial Advisors, LLC | 2,877 | $335.9K | 0.01% | +628+27.9% | Added |
| National Asset Management, Inc. | 2,824 | $334.5K | 0.02% | −287−9.2% | Reduced |
| SageView Advisory Group, LLC | 2,864 | $334.4K | 0.01% | −471−14.1% | Reduced |