WEC ENERGY GROUP, INC. (WEC) — Institutional Holders, Q2 2026 (page 14)
1,454 institutional investment managers reported a WEC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $35.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,301 to 1,400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WEC 13F holders ranked 1,301–1,400 of 1,454
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Hoese & LLP#1301 · 180 sh | 180 | $21.0K | — | 0.0% |
| 1302 | Stone House Investment Management#1302 · 178 sh | 178 | $20.8K | — | +29.9% |
| 1303 | Aventura Private Wealth#1303 · 176 sh | 176 | $20.6K | <0.01% | New |
| 1304 | Fedenia Advisers#1304 · 168 sh | 168 | $19.6K | — | New |
| 1305 | FIRST COMMUNITY NA#1305 · 166 sh | 166 | $19.4K | — | 0.0% |
| 1306 | Triumph Capital Management#1306 · 158 sh | 158 | $18.4K | — | 0.0% |
| 1307 | Essential Partners#1307 · 158 sh | 158 | $18.4K | — | +203.8% |
| 1308 | Key FInancial#1308 · 156 sh | 156 | $18.2K | <0.01% | +47.2% |
| 1309 | Covestor Ltd#1309 · 151 sh | 151 | $18.0K | 0.01% | +4.9% |
| 1310 | Community Financial Services Group#1310 · 153 sh | 153 | $17.8K | — | 0.0% |
| 1311 | E Fund Management (Hong Kong) , Ltd.#1311 · 151 sh | 151 | $17.6K | <0.01% | 0.0% |
| 1312 | KERR FINANCIAL PLANNING#1312 · 150 sh | 150 | $17.4K | 0.02% | +1.4% |
| 1313 | Nova Wealth Management#1313 · 148 sh | 148 | $17.3K | <0.01% | 0.0% |
| 1314 | Bogart Wealth#1314 · 138 sh | 138 | $16.1K | <0.01% | +142.1% |
| 1315 | Balboa Wealth Partners#1315 · 13,000 sh | 13,000 | $16.1K | — | -55.2% |
| 1316 | Kemnay Advisory Services#1316 · 137 sh | 137 | $16.0K | <0.01% | +7.0% |
| 1317 | Midwest Capital Advisors#1317 · 136 sh | 136 | $15.9K | <0.01% | 0.0% |
| 1318 | PFS Partners#1318 · 131 sh | 131 | $15.3K | — | +0.8% |
| 1319 | ROGCO#1319 · 126 sh | 126 | $14.7K | <0.01% | 0.0% |
| 1320 | WEBSTER BANK, N. A.#1320 · 125 sh | 125 | $14.6K | <0.01% | -12.6% |
| 1321 | CGC Financial Services#1321 · 120 sh | 120 | $14.0K | — | 0.0% |
| 1322 | Ritter Daniher Financial Advisory / DE#1322 · 119 sh | 119 | $13.9K | <0.01% | 0.0% |
| 1323 | Kimelman & Baird#1323 · 116 sh | 116 | $13.5K | <0.01% | 0.0% |
| 1324 | Golden State Wealth Management#1324 · 115 sh | 115 | $13.4K | <0.01% | 0.0% |
| 1325 | Asset Dedication#1325 · 114 sh | 114 | $13.3K | <0.01% | -70.8% |
| 1326 | Aberdeen Wealth Management#1326 · 114 sh | 114 | $13.3K | <0.01% | New |
| 1327 | Wilkerson Advisory Group#1327 · 113 sh | 113 | $13.2K | — | +17.7% |
| 1328 | DHJJ Financial Advisors, Ltd.#1328 · 112 sh | 112 | $13.1K | — | 0.0% |
| 1329 | Wiser Advisor Group#1329 · 111 sh | 111 | $13.0K | 0.01% | 0.0% |
| 1330 | Strategic Wealth Partners, Ltd.#1330 · 109 sh | 109 | $12.7K | <0.01% | 0.0% |
| 1331 | JFS WEALTH ADVISORS#1331 · 108 sh | 108 | $12.6K | <0.01% | +1.9% |
| 1332 | NORTHSTAR ASSET MANAGEMENT#1332 · 105 sh | 105 | $12.2K | — | New |
| 1333 | Avion Wealth#1333 · 104 sh | 104 | $12.0K | <0.01% | +103.9% |
| 1334 | RHL GROUP#1334 · 101 sh | 101 | $11.8K | <0.01% | 0.0% |
| 1335 | Costello Asset Management#1335 · 100 sh | 100 | $11.7K | <0.01% | 0.0% |
| 1336 | HighMark Wealth Management#1336 · 100 sh | 100 | $11.7K | <0.01% | 0.0% |
| 1337 | Advocate Investing Services#1337 · 100 sh | 100 | $11.7K | — | 0.0% |
| 1338 | Guinness Atkinson Asset Management#1338 · 98 sh | 98 | $11.4K | <0.01% | 0.0% |
| 1339 | Burk#1339 · 98 sh | 98 | $11.4K | <0.01% | 0.0% |
| 1340 | HAZLETT, BURT & WATSON#1340 · 96 sh | 96 | $11.0K | <0.01% | 0.0% |
| 1341 | Front Row Advisors#1341 · 102 sh | 102 | $10.9K | <0.01% | 0.0% |
| 1342 | Millstone Evans Group#1342 · 93 sh | 93 | $10.9K | <0.01% | 0.0% |
| 1343 | MilWealth Group#1343 · 89 sh | 89 | $10.4K | <0.01% | 0.0% |
| 1344 | SECURITY NATIONAL BANK OF SO DAK#1344 · 87 sh | 87 | $10.2K | <0.01% | New |
| 1345 | LFA - Lugano Financial Advisors SA#1345 · 85 sh | 85 | $9.9K | <0.01% | 0.0% |
| 1346 | Murphy & Mullick Capital Management#1346 · 82 sh | 82 | $9.6K | <0.01% | 0.0% |
| 1347 | Dunhill Financial#1347 · 82 sh | 82 | $9.6K | <0.01% | -2.4% |
| 1348 | Solstein Capital#1348 · 82 sh | 82 | $9.6K | <0.01% | 0.0% |
| 1349 | LifeSteps Financial#1349 · 82 sh | 82 | $9.6K | — | New |
| 1350 | Markowski Investments#1350 · 82 sh | 82 | $9.6K | <0.01% | — |
| 1351 | Cornerstone Financial Management#1351 · 81 sh | 81 | $9.5K | <0.01% | +28.6% |
| 1352 | Bare Financial Services#1352 · 79 sh | 79 | $9.2K | <0.01% | +92.7% |
| 1353 | HIGHLINE WEALTH PARTNERS#1353 · 79 sh | 79 | $9.2K | — | +71.7% |
| 1354 | Accent Capital Management#1354 · 77 sh | 77 | $9.0K | <0.01% | -97.1% |
| 1355 | Hickory Point Bank#1355 · 77 sh | 77 | $9.0K | — | 0.0% |
| 1356 | SUMMIT SECURITIES GROUP#1356 · 76 sh | 76 | $8.9K | <0.01% | +43.4% |
| 1357 | Ares Financial Consulting#1357 · 72 sh | 72 | $8.4K | — | 0.0% |
| 1358 | Sunrise Financial Services#1358 · 72 sh | 72 | $8.4K | — | 0.0% |
| 1359 | Silver Grove Financial Group#1359 · 68 sh | 68 | $8.0K | <0.01% | New |
| 1360 | Newbridge Financial Services Group#1360 · 67 sh | 67 | $7.8K | — | +1.5% |
| 1361 | DELTA ASSET MANAGEMENT#1361 · 66 sh | 66 | $7.7K | <0.01% | New |
| 1362 | Darwin Wealth Management#1362 · 65 sh | 65 | $7.6K | <0.01% | +1.6% |
| 1363 | MCDONALD PARTNERS#1363 · 65 sh | 65 | $7.6K | <0.01% | New |
| 1364 | Reyes Financial Architecture#1364 · 61 sh | 61 | $7.1K | — | 0.0% |
| 1365 | Rialto Wealth Management#1365 · 60 sh | 60 | $7.0K | <0.01% | +252.9% |
| 1366 | Dogwood Wealth Management#1366 · 60 sh | 60 | $7.0K | <0.01% | +15.4% |
| 1367 | 1620 INVESTMENT ADVISORS#1367 · 59 sh | 59 | $6.9K | <0.01% | 0.0% |
| 1368 | GHP Investment Advisors#1368 · 55 sh | 55 | $6.4K | — | 0.0% |
| 1369 | Fairman Group#1369 · 55 sh | 55 | $6.4K | — | 0.0% |
| 1370 | TD Capital Management#1370 · 54 sh | 54 | $6.3K | <0.01% | 0.0% |
| 1371 | Cassaday & Wealth Management#1371 · 51 sh | 51 | $6.0K | — | -20.3% |
| 1372 | ATLAS CAPITAL ADVISORS#1372 · 51 sh | 51 | $6.0K | <0.01% | +34.2% |
| 1373 | Nemes Rush Group#1373 · 51 sh | 51 | $6.0K | <0.01% | 0.0% |
| 1374 | Bay Harbor Wealth Management#1374 · 50 sh | 50 | $5.8K | <0.01% | +25.0% |
| 1375 | ZRC WEALTH MANAGEMENT#1375 · 47 sh | 47 | $5.5K | — | 0.0% |
| 1376 | Principia Wealth Advisory#1376 · 47 sh | 47 | $5.5K | <0.01% | +135.0% |
| 1377 | J.Safra Asset Management#1377 · 45 sh | 45 | $5.3K | <0.01% | 0.0% |
| 1378 | Kilter Group#1378 · 43 sh | 43 | $5.0K | <0.01% | -30.6% |
| 1379 | Mosley Wealth Management#1379 · 43 sh | 43 | $5.0K | — | -2.3% |
| 1380 | Osbon Capital Management#1380 · 42 sh | 42 | $4.9K | <0.01% | 0.0% |
| 1381 | RAFFA WEALTH MANAGEMENT#1381 · 42 sh | 42 | $4.9K | <0.01% | 0.0% |
| 1382 | Retirement Wealth Solutions#1382 · 38 sh | 38 | $4.5K | — | -5.0% |
| 1383 | Clark Wealth Partners#1383 · 38 sh | 38 | $4.4K | — | 0.0% |
| 1384 | Global Asset Management#1384 · 37 sh | 37 | $4.3K | — | New |
| 1385 | HORIZON BANCORP#1385 · 34 sh | 34 | $4.0K | <0.01% | 0.0% |
| 1386 | Marquette Asset Management#1386 · 34 sh | 34 | $4.0K | — | +580.0% |
| 1387 | Private Wealth Management Group#1387 · 34 sh | 34 | $4.0K | — | 0.0% |
| 1388 | Private Wealth Asset Management#1388 · 34 sh | 34 | $4.0K | <0.01% | 0.0% |
| 1389 | Torren Management#1389 · 32 sh | 32 | $3.7K | <0.01% | 0.0% |
| 1390 | High Note Wealth#1390 · 31 sh | 31 | $3.6K | <0.01% | -8.8% |
| 1391 | EVOLUTION WEALTH MANAGEMENT#1391 · 31 sh | 31 | $3.6K | <0.01% | +63.2% |
| 1392 | Bell Investment Advisors#1392 · 30 sh | 30 | $3.5K | <0.01% | +130.8% |
| 1393 | Virginia Estate & Retirement Planning Advisors#1393 · 29 sh | 29 | $3.4K | — | 0.0% |
| 1394 | Penserra Capital Management#1394 · 27 sh | 27 | $3.0K | 0.00% | 0.0% |
| 1395 | Coston, McIsaac & Partners#1395 · 27 sh | 27 | $3.0K | <0.01% | 0.0% |
| 1396 | Winthrop Capital Management#1396 · 25 sh | 25 | $3.0K | <0.01% | 0.0% |
| 1397 | MJT & Associates Financial Advisory Group#1397 · 25 sh | 25 | $2.9K | — | New |
| 1398 | OLD POINT & FINANCIAL SERVICES N A#1398 · 25 sh | 25 | $2.9K | <0.01% | 0.0% |
| 1399 | AMERIFLEX GROUP#1399 · 24 sh | 24 | $2.8K | <0.01% | +14.3% |
| 1400 | TOUNJIAN ADVISORY PARTNERS#1400 · 22 sh | 22 | $2.6K | <0.01% | -99.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.