WEC Energy Group: which funds own it

Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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No concentrated manager holds it.

Who owns WEC Energy Group?

As of Jun 30, 2026, the largest holders reported on Form 13F were Tandem Investment Advisors (174,860 shares), Opus Capital Group (2,096 shares) and Asset Planning (558 shares).

Which institutions hold the most WEC Energy Group shares?

Per Form 13F filings as of Jun 30, 2026:

1. Tandem Investment Advisors: 174,860 shares
2. Opus Capital Group: 2,096 shares
3. Asset Planning: 558 shares
4. Huntington National Bank: 1 shares

We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers

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All 13F: 4

Consensus

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No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$116.77

+44.4% in the quarter · reported value ÷ shares, not the quote

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders (all 13F filers)

Tandem Investment Advisors175 KType not verified−55 K
Opus Capital Group2,096Type not verified+2,096
Asset Planning558Type not verified0
Huntington National Bank1Bank or trading desk0

Filer	Type
Tandem Investment Advisors	Type not verified	175 K	−55 K	$20.4M
Opus Capital Group	Type not verified	2,096	+2,096	$245K
Asset Planning	Type not verified	558	0	$65.2K
Huntington National Bank	Bank or trading desk	1	0	$46

Tandem Investment Advisors
Shares
175 K
Change
−55 K
See more
Type
Type not verified
Value
$20.4M
Opus Capital Group
Shares
2,096
Change
+2,096
See more
Type
Type not verified
Value
$245K
Asset Planning
Shares
558
Change
0
See more
Type
Type not verified
Value
$65.2K
Huntington National Bank
Shares
1
Change
0
See more
Type
Bank or trading desk
Value
$46

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)

no data

Amount (6 m)

no data

CEO/CFO bought (12 m)

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Latest trades, with date and filing →

Above 5% (13D/13G)

This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.

No recent filings.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market.