# WEC ENERGY GROUP INC (WEC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WEC/

- Reporting holders: 58
- Reported value: $185.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $115.0M | 1,141,313 | 1.9% | 15 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $14.9M | 147,836 | 0.4% | 20 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $13.2M | 131,345 | 0.4% | 3 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $12.5M | 123,801 | 0.5% | 32 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $4.2M | 42,000 | 0.8% | 11 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $3.4M | 33,309 | 0.6% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.1M | 30,441 | 0.1% | 12 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $2.3M | 22,412 | 0.2% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 19,522 | 0.0% | 16 |
| [Hummer Financial Advisory Services Inc](https://holderbook.com/funds/1802279-hummer-financial-advisory-services-inc/) | $1.2M | 11,544 | 0.8% | 28 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.1M | 11,383 | 0.0% | 28 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $1.1M | 10,684 | 0.1% | 32 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $1.0M | 10,365 | 0.3% | 14 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $1.0M | 9,981 | 0.3% | 28 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $934.4K | 9,272 | 0.6% | 10 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $925.7K | 9,186 | 0.1% | 24 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $527.1K | 5,230 | 0.0% | 9 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $499.6K | 4,956 | 0.4% | 4 |
| [Partnership Wealth Management, LLC](https://holderbook.com/funds/2010656-partnership-wealth-management-llc/) | $493.8K | 4,900 | 0.4% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $491.3K | 4,742 | 0.0% | 7 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $428.0K | 4,207 | 0.2% | 11 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $391.3K | 3,883 | 0.1% | 9 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $372.9K | 3,700 | 0.1% | 3 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $372.9K | 3,700 | 0.1% | 11 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $356.4K | 3,508 | 0.1% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 58 | $185.3M |
| Q2 2026 | 1,412 | $36.6B |
| Q1 2026 | 1,380 | $34.1B |
| Q4 2025 | 1,349 | $29.0B |
| Q3 2025 | 1,302 | $31.6B |
| Q2 2025 | 1,266 | $30.3B |
| Q1 2025 | 1,282 | $28.6B |
| Q4 2024 | 1,205 | $24.6B |
| Q3 2024 | 1,140 | $24.9B |
| Q2 2024 | 1,080 | $19.7B |
| Q1 2024 | 1,039 | $21.2B |
| Q4 2023 | 1,050 | $21.3B |