WEC Energy Group, Inc.
WEC· NYSE
WECWEC Energy Group, Inc.
Who holds WEC Energy Group, Inc., from the managers’ Form 13F reports for the quarter ended Sep 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Confluence Investment Management LLC | 1.1M | −4.2% | $115M | 1.9% | Oct 1, 2026 |
| Stonebridge Financial Group, LLC | 22.4K | +3.2% | $2.3M | 0.2% | Oct 1, 2026 |
| Versant Capital Management, Inc | 1.4K | −7.3% | $142.9K | 0.1% | Oct 2, 2026 |
| GoalVest Advisory LLC | 356 | +21.1% | $35.9K | 0.1% | Oct 2, 2026 |
| Coastline Trust Co | 236 | −5.2% | $23.8K | 0.1% | Oct 1, 2026 |
| Hickory Point Bank & Trust | 77 | ±0% | $7.8K | 0.1% | Oct 1, 2026 |
| Planning Strategies Inc. | 19 | +18.8% | $1.9K | 0.1% | Oct 2, 2026 |
| CX Institutional | 2.8K | +7.2% | $281 | 0.1% | Oct 2, 2026 |
| Noble Wealth Management PBC | 1 | New | $101 | 0% | Oct 1, 2026 |
