WEC WEC Energy Group, Inc.
WEC Energy Group, Inc. (WEC) Institutional Ownership
What the institutions did with WEC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.1M | 69.9% |
| PARK NATIONAL CORP /OH/ | 147.8K | 9.1% |
| ARGENT CAPITAL MANAGEMENT LLC | 131.3K | 8.0% |
| ROCKLAND TRUST CO | 123.8K | 7.6% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 42.0K | 2.6% |
| Stonebridge Financial Group, LLC | 22.4K | 1.4% |
| EASTERN BANK | 5.2K | 0.3% |
| Partnership Wealth Management, LLC | 4.9K | 0.3% |
| CX Institutional | 2.8K | 0.2% |
| NEVILLE RODIE & SHAW INC | 2.1K | 0.1% |
| MassMutual Private Wealth & Trust, FSB | 2.0K | 0.1% |
| TOMPKINS FINANCIAL CORP | 2.0K | 0.1% |
| Gladwyn Financial Advisors, Inc. | 1.9K | 0.1% |
| Versant Capital Management, Inc | 1.4K | 0.1% |
| Rosenberg Matthew Hamilton | 1.2K | 0.1% |
| GoalVest Advisory LLC | 356 | 0.0% |
| Olistico Wealth, LLC | 245 | 0.0% |
| Coastline Trust Co | 236 | 0.0% |
| Central Pacific Bank - Trust Division | 123 | 0.0% |
| Hickory Point Bank & Trust | 77 | 0.0% |
| Planning Strategies Inc. | 19 | 0.0% |
| Noble Wealth Management PBC | 1 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 1.2M | 1.1M | -50.0K |
| PARK NATIONAL CORP /OH/ | Reduced | 157.3K | 147.8K | -9.5K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 138.1K | 131.3K | -6.8K |
| ROCKLAND TRUST CO | Increased | 120.2K | 123.8K | +3.6K |
| Stonebridge Financial Group, LLC | Increased | 21.7K | 22.4K | +702 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 2.2K | 2.0K | -200 |
| CX Institutional | Increased | 2.6K | 2.8K | +187 |
| Rosenberg Matthew Hamilton | Increased | 1.1K | 1.2K | +153 |
| Versant Capital Management, Inc | Reduced | 1.5K | 1.4K | -112 |
| TOMPKINS FINANCIAL CORP | Reduced | 2.1K | 2.0K | -64 |
| GoalVest Advisory LLC | Increased | 294 | 356 | +62 |
| EASTERN BANK | Increased | 5.2K | 5.2K | +33 |
| Coastline Trust Co | Reduced | 249 | 236 | -13 |
| Planning Strategies Inc. | Increased | 16 | 19 | +3 |
| Noble Wealth Management PBC | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.