WEC ENERGY GROUP, INC. (WEC) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,454
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Compound Planning#701 · 5,997 sh | 5,997 | $700.2K | 0.02% | +5.5% |
| 702 | Invst#702 · 5,995 sh | 5,995 | $700.0K | 0.07% | -1.4% |
| 703 | HARBOUR INVESTMENT MANAGEMENT#703 · 5,990 sh | 5,990 | $699.5K | 0.36% | -2.0% |
| 704 | Central Pacific Bank - Division#704 · 566,123 sh | 566,123 | $698.9K | — | 0.0% |
| 705 | Ballentine Partners#705 · 5,921 sh | 5,921 | $691.4K | <0.01% | -0.2% |
| 706 | COLDSTREAM CAPITAL MANAGEMENT#706 · 5,916 sh | 5,916 | $690.8K | <0.01% | +12.1% |
| 707 | Kovack Advisors#707 · 5,918 sh | 5,918 | $689.7K | 0.03% | +45.2% |
| 708 | MARTINGALE ASSET MANAGEMENT L P#708 · 5,872 sh | 5,872 | $685.7K | 0.02% | -18.8% |
| 709 | TBH Global Asset Management#709 · 5,867 sh | 5,867 | $685.0K | 0.13% | +0.6% |
| 710 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#710 · 5,817 sh | 5,817 | $679.2K | — | -7.9% |
| 711 | FIDUCIARY#711 · 5,802 sh | 5,802 | $677.5K | <0.01% | +17.0% |
| 712 | Haverford#712 · 5,792 sh | 5,792 | $676.3K | <0.01% | -0.9% |
| 713 | 49 WEALTH MANAGEMENT#713 · 5,774 sh | 5,774 | $674.3K | 0.13% | New |
| 714 | ALONGSIDE#714 · 5,774 sh | 5,774 | $674.3K | 0.13% | — |
| 715 | Prime Capital Investment Advisors#715 · 5,751 sh | 5,751 | $671.6K | — | -4.0% |
| 716 | Kesler, Norman & Wride#716 · 5,715 sh | 5,715 | $667.3K | 0.11% | -0.7% |
| 717 | ARS Wealth Advisors Group#717 · 5,675 sh | 5,675 | $662.7K | — | 0.0% |
| 718 | Avantax Planning Partners#718 · 5,667 sh | 5,667 | $661.7K | 0.02% | -25.9% |
| 719 | Elyxium Wealth#719 · 5,663 sh | 5,663 | $661.3K | — | New |
| 720 | TEMA ETFS#720 · 5,657 sh | 5,657 | $660.6K | — | +8.3% |
| 721 | Perigon Wealth Management#721 · 5,619 sh | 5,619 | $656.1K | — | +24.8% |
| 722 | MATHER GROUP#722 · 5,597 sh | 5,597 | $653.6K | — | +109.5% |
| 723 | V-Square Quantitative Management#723 · 5,597 sh | 5,597 | $653.6K | — | +7.0% |
| 724 | Monument Capital Management#724 · 5,572 sh | 5,572 | $650.6K | — | +63.0% |
| 725 | MONETA GROUP INVESTMENT ADVISORS#725 · 5,547 sh | 5,547 | $647.7K | <0.01% | +1.0% |
| 726 | Cynosure Management#726 · 5,530 sh | 5,530 | $645.7K | 0.10% | New |
| 727 | AVIVA PLC#727 · 5,527 sh | 5,527 | $645.4K | <0.01% | 0.0% |
| 728 | Parallel Advisors#728 · 5,497 sh | 5,497 | $642.0K | <0.01% | +2.6% |
| 729 | City State Bank#729 · 5,492 sh | 5,492 | $641.3K | — | -1.6% |
| 730 | TCW GROUP#730 · 5,469 sh | 5,469 | $638.6K | <0.01% | +5.4% |
| 731 | RESOURCES MANAGEMENT /CT#731 · 5,409 sh | 5,409 | $631.6K | 0.08% | 0.0% |
| 732 | SYM FINANCIAL#732 · 5,409 sh | 5,409 | $631.6K | — | +4.4% |
| 733 | Segment Wealth Management#733 · 5,401 sh | 5,401 | $630.7K | — | +18.7% |
| 734 | MISSION WEALTH MANAGEMENT#734 · 5,337 sh | 5,337 | $623.2K | — | +30.6% |
| 735 | HUTNER CAPITAL MANAGEMENT#735 · 5,336 sh | 5,336 | $623.1K | 0.25% | 0.0% |
| 736 | Aaron Wealth Advisors#736 · 5,326 sh | 5,326 | $621.9K | — | +50.9% |
| 737 | Beverly Hills Private Wealth#737 · 5,294 sh | 5,294 | $618.2K | 0.12% | -64.4% |
| 738 | ABC ARBITRAGE SA#738 · 5,289 sh | 5,289 | $617.6K | — | -46.3% |
| 739 | Aptus Capital Advisors#739 · 5,229 sh | 5,229 | $610.6K | <0.01% | -2.8% |
| 740 | Fifth Third Wealth Advisors#740 · 5,212 sh | 5,212 | $608.6K | — | +4.1% |
| 741 | BOSTON FAMILY OFFICE#741 · 5,211 sh | 5,211 | $608.0K | 0.04% | 0.0% |
| 742 | TSFG#742 · 5,205 sh | 5,205 | $608.0K | — | +0.7% |
| 743 | EASTERN BANK#743 · 5,197 sh | 5,197 | $606.9K | — | -4.1% |
| 744 | Kingdom Financial Group#744 · 5,183 sh | 5,183 | $605.2K | 0.15% | -2.6% |
| 745 | PEAPACK GLADSTONE FINANCIAL#745 · 5,179 sh | 5,179 | $604.0K | <0.01% | -1.7% |
| 746 | Blossom Wealth Management#746 · 5,171 sh | 5,171 | $603.8K | 0.85% | -4.3% |
| 747 | Phillips Wealth Planners#747 · 5,100 sh | 5,100 | $600.2K | 0.44% | +5.7% |
| 748 | MASTER'S WEALTH MANAGEMENT#748 · 5,134 sh | 5,134 | $599.5K | — | +27.0% |
| 749 | Paragon Private Wealth Management#749 · 5,131 sh | 5,131 | $599.1K | — | -0.9% |
| 750 | Dougherty & Associates#750 · 5,032 sh | 5,032 | $587.7K | 0.47% | -2.5% |
| 751 | DAYMARK WEALTH PARTNERS#751 · 5,021 sh | 5,021 | $586.3K | 0.01% | -1.8% |
| 752 | Kera Capital Partners#752 · 5,015 sh | 5,015 | $585.6K | 0.06% | +17.9% |
| 753 | FWL INVESTMENT MANAGEMENT#753 · 5,000 sh | 5,000 | $583.9K | 0.11% | 0.0% |
| 754 | CAPITAL ADVISORS#754 · 4,946 sh | 4,946 | $577.5K | <0.01% | -4.1% |
| 755 | Indivisible Partners#755 · 4,938 sh | 4,938 | $576.6K | — | +27.0% |
| 756 | Spectrum Investment Advisors#756 · 4,929 sh | 4,929 | $575.6K | 0.24% | +2.2% |
| 757 | Trivium Point Advisory#757 · 4,923 sh | 4,923 | $574.9K | 0.05% | +3.8% |
| 758 | MPS Loria Financial Planners#758 · 4,922 sh | 4,922 | $574.7K | — | -6.2% |
| 759 | Jump Financial#759 · 4,900 sh | 4,900 | $572.2K | <0.01% | -88.5% |
| 760 | Partnership Wealth Management#760 · 4,900 sh | 4,900 | $572.2K | — | 0.0% |
| 761 | Moisand Fitzgerald Tamayo#761 · 4,893 sh | 4,893 | $571.3K | — | 0.0% |
| 762 | Diversify Advisory Services#762 · 4,978 sh | 4,978 | $566.6K | — | New |
| 763 | DIVERSIFY WEALTH MANAGEMENT#763 · 4,978 sh | 4,978 | $566.6K | — | -6.6% |
| 764 | Colter Lewis Investment Partners#764 · 4,846 sh | 4,846 | $565.9K | 0.25% | 0.0% |
| 765 | Mill Capital Management#765 · 4,824 sh | 4,824 | $563.3K | — | 0.0% |
| 766 | Badgley Phelps Wealth Managers#766 · 4,792 sh | 4,792 | $559.6K | — | 0.0% |
| 767 | MARSHALL INVESTMENT MANAGEMENT#767 · 4,784 sh | 4,784 | $558.7K | 0.23% | +6.8% |
| 768 | HBK Sorce Advisory#768 · 5,145 sh | 5,145 | $557.0K | 0.01% | +4.0% |
| 769 | FIL Ltd#769 · 4,758 sh | 4,758 | $555.6K | <0.01% | +101.3% |
| 770 | Simplicity Wealth#770 · 4,724 sh | 4,724 | $551.6K | — | +1.5% |
| 771 | SCHAPER BENZ & WISE INVESTMENT COUNSEL#771 · 4,718 sh | 4,718 | $550.9K | — | 0.0% |
| 772 | INTEGRITY ALLIANCE#772 · 4,715 sh | 4,715 | $550.7K | 0.02% | +29.7% |
| 773 | Gibbs Wealth Management#773 · 4,670 sh | 4,670 | $545.3K | — | +1.8% |
| 774 | SMITH, MOORE#774 · 4,665 sh | 4,665 | $544.7K | 0.04% | 0.0% |
| 775 | SKBA CAPITAL MANAGEMENT#775 · 4,665 sh | 4,665 | $544.7K | 0.09% | 0.0% |
| 776 | CWA Asset Management Group#776 · 4,650 sh | 4,650 | $543.0K | — | +23.7% |
| 777 | Keystone Financial Group#777 · 4,609 sh | 4,609 | $538.2K | 0.03% | +11.0% |
| 778 | Sanibel Captiva Company#778 · 4,590 sh | 4,590 | $536.0K | 0.01% | -0.7% |
| 779 | WEST PACES ADVISORS#779 · 4,569 sh | 4,569 | $533.6K | — | +0.6% |
| 780 | Midwest#780 · 4,544 sh | 4,544 | $530.6K | — | -7.3% |
| 781 | Brown Miller Wealth Management#781 · 4,528 sh | 4,528 | $528.7K | 0.13% | 0.0% |
| 782 | Advisor OS#782 · 4,521 sh | 4,521 | $527.9K | 0.04% | -4.2% |
| 783 | Csenge Advisory Group#783 · 4,517 sh | 4,517 | $527.4K | 0.02% | -4.1% |
| 784 | Hudock#784 · 4,513 sh | 4,513 | $527.1K | — | 0.0% |
| 785 | CARY STREET PARTNERS INVESTMENT ADVISORY#785 · 4,507 sh | 4,507 | $526.3K | 0.11% | +4.4% |
| 786 | FINANCIAL ADVISORY PARTNERS#786 · 4,507 sh | 4,507 | $526.3K | — | -4.5% |
| 787 | Qsemble Capital Management#787 · 4,499 sh | 4,499 | $525.3K | 0.07% | -92.4% |
| 788 | Crewe Advisors#788 · 4,494 sh | 4,494 | $524.8K | 0.04% | +2.6% |
| 789 | Caprock Group#789 · 4,492 sh | 4,492 | $524.7K | 0.01% | -8.8% |
| 790 | CreativeOne Wealth#790 · 4,475 sh | 4,475 | $522.4K | 0.01% | -7.8% |
| 791 | Chesley Taft & Associates#791 · 4,460 sh | 4,460 | $520.8K | — | -0.5% |
| 792 | Vontobel Holding Ltd.#792 · 4,435 sh | 4,435 | $517.9K | — | +11.4% |
| 793 | Colonial Advisors#793 · 4,372 sh | 4,372 | $510.5K | 0.04% | 0.0% |
| 794 | Marble Harbor Investment Counsel#794 · 4,368 sh | 4,368 | $510.1K | 0.05% | 0.0% |
| 795 | Advyzon Investment Management#795 · 4,359 sh | 4,359 | $509.0K | 0.04% | -11.1% |
| 796 | Chicago Partners Investment Group#796 · 4,425 sh | 4,425 | $507.6K | — | +24.7% |
| 797 | Thrive Wealth Management#797 · 4,326 sh | 4,326 | $505.2K | — | -0.2% |
| 798 | Forum Financial Management#798 · 4,322 sh | 4,322 | $504.7K | — | 0.0% |
| 799 | CERTIOR FINANCIAL GROUP#799 · 4,286 sh | 4,286 | $500.5K | — | +2.6% |
| 800 | Waterway Wealth Management#800 · 4,277 sh | 4,277 | $499.4K | 0.10% | -42.3% |
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.