WEC ENERGY GROUP INC (WEC)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
58
Reporting holders
$185.3M
Reported value
0.0%
Calls
0.0%
Puts
-1,354
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $115.0M | 1,141,313 | 1.93% | 15q | -4.2%-$5.0M |
| PARK NATIONAL CORP /OH/ | $14.9M | 147,836 | 0.40% | 20q | -6.0%-$958.7K |
| ARGENT CAPITAL MANAGEMENT LLC | $13.2M | 131,345 | 0.42% | 3q | -4.9%-$682.6K |
| ROCKLAND TRUST CO | $12.5M | 123,801 | 0.48% | 32q | +3.0%+$362.1K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $4.2M | 42,000 | 0.80% | 11q | HELD |
| DIVERSIFIED MANAGEMENT INC | $3.4M | 33,309 | 0.59% | 4q | +28.8%+$749.8K |
| GAMMA Investing LLC | $3.1M | 30,441 | 0.10% | 12q | +1.3%+$39.5K |
| Stonebridge Financial Group, LLC | $2.3M | 22,412 | 0.17% | 8q | +3.2%+$70.7K |
| Farther Finance Advisors, LLC | $2.0M | 19,522 | 0.01% | 16q | +24.4%+$386.5K |
| Hummer Financial Advisory Services Inc | $1.2M | 11,544 | 0.76% | 28q | -0.7%-$7.9K |
| Venture Visionary Partners LLC | $1.1M | 11,383 | 0.03% | 28q | +5.1%+$55.6K |
| Legacy Private Trust Co. | $1.1M | 10,684 | 0.06% | 32q | HELD |
| PFW Advisors LLC | $1.0M | 10,365 | 0.31% | 14q | HELD |
| STEPH & CO | $1.0M | 9,981 | 0.26% | 28q | HELD |
| Bank & Trust Co | $934.4K | 9,272 | 0.59% | 10q | -1.0%-$9.4K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $925.7K | 9,186 | 0.06% | 24q | +94.7%+$450.3K |
| EASTERN BANK | $527.1K | 5,230 | 0.01% | 9q | +0.6%+$3.3K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $499.6K | 4,956 | 0.36% | 4q | -14.8%-$86.8K |
| Partnership Wealth Management, LLC | $493.8K | 4,900 | 0.35% | 12q | HELD |
| Wedmont Private Capital | $491.3K | 4,742 | 0.01% | 7q | +21.2%+$86.1K |
| Bullock Wealth Management Group | $428.0K | 4,207 | 0.18% | 11q | +1.5%+$6.2K |
| Monument Capital Management | $391.3K | 3,883 | 0.08% | 9q | -30.3%-$170.2K |
| Stokes Capital Advisors, LLC | $372.9K | 3,700 | 0.08% | 3q | +37.9%+$102.4K |
| Buska Wealth Management, LLC | $372.9K | 3,700 | 0.13% | 11q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $356.4K | 3,508 | 0.10% | 5q | HELD |
| Avidian Wealth Enterprises, LLC | $336.2K | 3,336 | 0.01% | 7q | +42.9%+$100.9K |
| Greenfield Savings Bank | $335.3K | 3,327 | 0.13% | 18q | -2.9%-$10.1K |
| Valeo Financial Advisors, LLC | $332.1K | 3,295 | 0.01% | 4q | +14.5%+$42.1K |
| Insight Wealth Strategies, LLC | $329.3K | 3,267 | 0.03% | 16q | +1.5%+$4.9K |
| Everhart Financial Group, Inc. | $233.9K | 2,321 | 0.01% | 2q | +11.5%+$24.1K |
| Wealth Enhancement Trust Services, Inc. | $232.1K | 2,303 | 0.02% | 4q | -59.4%-$339.4K |
| INSPIRION WEALTH ADVISORS, LLC | $205.8K | 2,042 | 0.02% | 32q | -6.6%-$14.6K |
| MassMutual Private Wealth & Trust, FSB | $204.5K | 2,029 | 0.01% | 32q | -9.0%-$20.2K |
| TOMPKINS FINANCIAL CORP | $201.6K | 2,000 | 0.01% | 19q | -3.1%-$6.4K |
| Gladwyn Financial Advisors, Inc. | $194.4K | 1,929 | 0.12% | 6q | HELD |
| Versant Capital Management, Inc | $142.9K | 1,418 | 0.01% | 32q | -7.3%-$11.3K |
| CoreCap Advisors, LLC | $127.4K | 1,263 | 0.00% | 11q | +3.4%+$4.1K |
| Rosenberg Matthew Hamilton | $125.8K | 1,248 | 0.02% | 26q | +14.0%+$15.4K |
| Acropolis Investment Management, LLC | $109.1K | 1,083 | 0.00% | 3q | -40.0%-$72.9K |
| GK Wealth Management LLC | $83.3K | 827 | 0.05% | new | NEW |
| Grove Bank & Trust | $47.4K | 470 | 0.00% | 9q | HELD |
| Aventus Investment Advisors, Inc. | $40.3K | 400 | 0.03% | 6q | +5.3%+$2.0K |
| ELEVATION WEALTH PARTNERS, LLC | $37.3K | 371 | 0.01% | 5q | +689.4%+$32.6K |
| GoalVest Advisory LLC | $35.9K | 356 | 0.01% | 6q | +21.1%+$6.2K |
| Paladin Partners, LLC | $29.3K | 291 | 0.02% | 2q | HELD |
| Olistico Wealth, LLC | $24.7K | 245 | 0.01% | 4q | HELD |
| Coastline Trust Co | $23.8K | 236 | 0.00% | 9q | -5.2%-$1.3K |
| Bank of New Hampshire | $20.2K | 200 | 0.00% | 22q | HELD |
| FIRST COMMUNITY TRUST NA | $16.7K | 166 | 0.01% | 20q | HELD |
| Central Pacific Bank - Trust Division | $12.4K | 123 | 0.00% | 3q | HELD |
| Hickory Point Bank & Trust | $7.8K | 77 | 0.00% | 3q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $5.5K | 55 | 0.00% | 4q | +400.0%+$4.4K |
| Marquette Asset Management, LLC | $4.9K | 49 | 0.00% | 3q | +44.1%+$1.5K |
| Retirement Wealth Solutions LLC | $3.7K | 37 | 0.00% | 8q | -2.6% |
| Planning Strategies Inc. | $1.9K | 19 | 0.00% | 2q | +18.8% |
| Matrix Trust Co | $1.5K | 14,621 | 0.21% | 8q | HELD |
| Davis Capital Management | $806 | 8 | 0.00% | 5q | HELD |
| CX Institutional | $281 | 2,786 | 0.01% | 7q | +7.2% |
| WoodTrust Financial Corp | $236 | 2,343 | 0.03% | 11q | HELD |
| NEVILLE RODIE & SHAW INC | $209 | 2,078 | 0.01% | 7q | HELD |
| Noble Wealth Management PBC | $101 | 1 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $101 | 1 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-19 | Krueger Daniel | EVP WEC Infrastructure | Sold | 4,665 | $517.6K ×3 |
| 2026-08-11 | PAYNE ULICE JR | Director | Sold | 980 | $103.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 58 | $185.3M | 1,838,013 | 3 | 23 | 16 | 0.0% |
| Q2 2026 | 1,412 | $36.6B | 313,153,378 | 109 | 543 | 372 | 0.2% |
| Q1 2026 | 1,380 | $34.1B | 293,661,313 | 132 | 493 | 386 | 0.3% |
| Q4 2025 | 1,349 | $29.0B | 272,198,110 | 100 | 469 | 384 | 0.5% |
| Q3 2025 | 1,302 | $31.6B | 273,605,718 | 127 | 493 | 333 | 1.1% |
| Q2 2025 | 1,266 | $30.3B | 268,388,013 | 92 | 481 | 347 | 0.7% |
| Q1 2025 | 1,282 | $28.6B | 260,850,647 | 151 | 441 | 352 | 0.8% |
| Q4 2024 | 1,205 | $24.6B | 260,766,869 | 88 | 413 | 317 | 0.4% |
| Q3 2024 | 1,140 | $24.9B | 257,251,468 | 141 | 389 | 326 | 0.8% |
| Q2 2024 | 1,080 | $19.7B | 249,702,361 | 107 | 376 | 318 | 0.5% |
| Q1 2024 | 1,039 | $21.2B | 257,807,684 | 77 | 335 | 355 | 0.3% |
| Q4 2023 | 1,050 | $21.3B | 251,610,689 | 93 | 298 | 352 | 0.5% |
| Q3 2023 | 989 | $19.4B | 240,052,247 | 74 | 301 | 327 | 0.2% |
| Q2 2023 | 1,024 | $21.3B | 240,628,357 | 68 | 303 | 329 | 0.2% |
| Q1 2023 | 1,016 | $22.7B | 239,517,782 | 74 | 322 | 295 | 0.2% |
| Q4 2022 | 1,068 | $22.9B | 243,625,687 | 93 | 307 | 317 | 0.2% |
| Q3 2022 | 1,009 | $21.1B | 235,024,460 | 64 | 339 | 271 | 0.2% |
| Q2 2022 | 1,040 | $23.7B | 234,996,068 | 97 | 332 | 254 | 0.1% |
| Q1 2022 | 1,015 | $22.9B | 229,049,803 | 76 | 319 | 307 | 0.2% |
| Q4 2021 | 998 | $22.6B | 232,489,928 | 100 | 293 | 277 | 0.2% |
| Q3 2021 | 924 | $20.3B | 230,316,923 | 50 | 276 | 293 | 0.2% |
| Q2 2021 | 948 | $20.5B | 229,895,364 | 79 | 270 | 294 | 0.2% |
| Q1 2021 | 931 | $21.9B | 233,694,612 | 67 | 260 | 344 | 0.2% |
| Q4 2020 | 958 | $21.1B | 229,198,939 | 76 | 270 | 292 | 0.2% |
| Q3 2020 | 908 | $22.5B | 232,226,862 | 71 | 254 | 302 | 0.3% |
| Q2 2020 | 900 | $20.3B | 231,257,040 | 66 | 244 | 338 | 0.3% |
| Q1 2020 | 935 | $20.8B | 235,759,445 | 96 | 260 | 342 | 0.2% |
| Q4 2019 | 916 | $22.9B | 248,226,069 | 62 | 263 | 275 | 0.2% |
| Q3 2019 | 891 | $23.5B | 246,243,942 | 93 | 261 | 291 | 0.4% |
| Q2 2019 | 848 | $20.5B | 244,663,243 | 56 | 263 | 252 | 0.3% |
| Q1 2019 | 860 | $18.9B | 237,995,107 | 73 | 249 | 296 | 0.4% |
| Q4 2018 | 842 | $16.9B | 243,205,376 | 11 | 13 | 12 | 0.1% |