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Who Owns WEC Energy Group Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in WEC Energy Group Inc.

Who crossed 5% of WEC →
Managers holding
53
as of 2026-09-30
Reported value
$69.7M
summed across filings
Shares held
691.2K
Added vs trimmed
21 / 14
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
PARK NATIONAL CORP /OH/Com147.8K shtrimmed$14.9M
ARGENT CAPITAL MANAGEMENT LLCCOM131.3K shtrimmed$13.2M
ROCKLAND TRUST COCOM123.8K shadded$12.5M
BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM42K shheld$4.2M
DIVERSIFIED MANAGEMENT INCCOM33.3K shadded$3.4M
GAMMA Investing LLCCommon Stock30.4K shadded$3.1M
Farther Finance Advisors, LLCStock19.5K shadded$2M
Matrix Trust CoCOM14.6K shheld$1.5M
Hummer Financial Advisory Services IncCOM11.5K shtrimmed$1.2M
Venture Visionary Partners LLCCOM11.4K shadded$1.1M
Legacy Private Trust Co.COM10.7K shheld$1.1M
PFW Advisors LLCCOM10.4K shtrimmed$1M
STEPH & COCOM10K shheld$1M
Bank & Trust CoCOM9.3K shtrimmed$934.4K
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock9.2K shadded$925.7K
EASTERN BANKCOM5.2K shadded$527.1K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM5K shtrimmed$499.6K
Partnership Wealth Management, LLCStock4.9K shheld$493.8K
Wedmont Private CapitalCOM4.7K shadded$491.3K
Bullock Wealth Management GroupStock4.2K shadded$428K
Monument Capital ManagementCOM3.9K shtrimmed$391.3K
Stokes Capital Advisors, LLCCOM3.7K shadded$372.9K
Buska Wealth Management, LLCCOM3.7K shheld$372.9K
AVAII WEALTH MANAGEMENT, LLCCOM3.5K shtrimmed$356.4K
Avidian Wealth Enterprises, LLCCOM3.3K shadded$336.2K
Greenfield Savings BankCOM3.3K shtrimmed$335.3K
Valeo Financial Advisors, LLCStock3.3K shadded$332.1K
Insight Wealth Strategies, LLCCOM3.3K shadded$329.3K
WoodTrust Financial CorpCOMMON2.3K shheld$236K
Everhart Financial Group, Inc.COM2.3K shadded$233.9K
Wealth Enhancement Trust Services, Inc.COM2.3K shtrimmed$232.1K
NEVILLE RODIE & SHAW INCCOM2.1K shheld$209K
INSPIRION WEALTH ADVISORS, LLCCOM2K shtrimmed$205.8K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2K shtrimmed$204.5K
TOMPKINS FINANCIAL CORPCOM2K shtrimmed$201.6K
Gladwyn Financial Advisors, Inc.COM1.9K shheld$194.4K
CoreCap Advisors, LLCStock1.3K shadded$127.4K
Rosenberg Matthew HamiltonStock1.2K shadded$125.8K
Acropolis Investment Management, LLCCOM1.1K shadded$109.1K
GK Wealth Management LLCCOM827 sh—$83.3K
Grove Bank & TrustCOM470 shheld$47.4K
Aventus Investment Advisors, Inc.Stock400 shadded$40.3K
ELEVATION WEALTH PARTNERS, LLCCOM371 shadded$37.3K
Paladin Partners, LLCStock291 shheld$29.3K
Olistico Wealth, LLCStock245 shheld$24.7K
Bank of New HampshireCOM200 shheld$20.2K
FIRST COMMUNITY TRUST NACOM166 shheld$16.7K
Central Pacific Bank - Trust DivisionCOM123 shheld$12.4K
AMERICAN NATIONAL BANK & TRUSTCOM55 shadded$5.5K
Marquette Asset Management, LLCCOM49 shadded$4.9K
Retirement Wealth Solutions LLCCOM37 shtrimmed$3.7K
Davis Capital ManagementStock8 shheld$806
GILPIN WEALTH MANAGEMENT, LLCCOM1 sh—$101

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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