WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership1,148,527 shares
Latest Disclosed Value $ 132,965
Bessemer Group Inc reports 1.64% increase in ownership of WEC / WEC Energy Group, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 1,148,527 shares of WEC Energy Group, Inc. (US:WEC) valued at $132,964,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,130,011 shares of WEC Energy Group, Inc.. This represents a change in shares of 1.64% during the quarter. The current value of the position is $126,395,396 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F WEC ENERGY GROUP SC 92939U106 1,148,527 18,516 1.64 133 10.92 0.2090
2026-02-05 2025-12-31 13F WEC ENERGY GROUP SC 92939U106 1,130,011 209,069 22.70 119 13.33 0.1830
2025-11-05 2025-09-30 13F WEC ENERGY GROUP SC 92939U106 920,942 -2,165 -0.23 106 9.38 0.1614
2025-08-01 2025-06-30 13F WEC ENERGY GROUP SC 92939U106 923,107 7,720 0.84 96 -3.03 0.1561
2025-04-23 2025-03-31 13F WEC ENERGY GROUP SC 92939U106 915,387 -16,345 -1.75 100 13.79 0.1789
2025-02-13 2024-12-31 13F WEC ENERGY GROUP SC 92939U106 931,732 -23,150 -2.42 88 -4.40 0.1430
2024-11-12 2024-09-30 13F WEC ENERGY GROUP SC 92939U106 954,882 7,475 0.79 92 22.97 0.1513
2024-08-13 2024-06-30 13F WEC ENERGY GROUP SC 92939U106 947,407 -13,477 -1.40 74 -5.13 0.1311
2024-08-13 2024-03-31 13F/A-1 WEC ENERGY GROUP SC 92939U106 960,884 -71,792 -6.95 79 -9.30 0.1426
2024-05-13 2024-03-31 13F WEC ENERGY GROUP SC 92939U106 960,884 -71,792 79 0.1426
2024-02-09 2023-12-31 13F WEC ENERGY GROUP SC 92939U106 1,032,676 -4,482 -0.43 87 3.61 0.1693
2023-11-13 2023-09-30 13F WEC ENERGY GROUP SC 92939U106 1,037,158 8,335 0.81 84 -7.78 0.1834
2023-08-10 2023-06-30 13F WEC ENERGY GROUP SC 92939U106 1,028,823 6,434 0.63 91 -6.25 0.1926
2023-05-10 2023-03-31 13F WEC ENERGY GROUP SC 92939U106 1,022,389 11,837 1.17 97 2.13 0.2300
2023-02-13 2022-12-31 13F WEC ENERGY GROUP SC 92939U106 1,010,552 1,004,510 16,625.46 95 -82.59 0.2308
2022-11-09 2022-09-30 13F WEC ENERGY GROUP SC 92939U106 6,042 1,373 29.41 540 14.89 0.0014
2022-08-10 2022-06-30 13F WEC ENERGY GROUP SC 92939U106 4,669 -1,431 -23.46 470 -22.82 0.0012
2022-05-12 2022-03-31 13F WEC ENERGY GROUP SC 92939U106 6,100 2,219 57.18 609 61.97 0.0013
2022-01-27 2021-12-31 13F WEC ENERGY GROUP SC 92939U106 3,881 753 24.07 376 36.23 0.0008
2021-11-12 2021-09-30 13F WEC ENERGY GROUP SC 92939U106 3,128 -109 -3.37 276 -4.17 0.0006
2021-08-06 2021-06-30 13F WEC ENERGY GROUP SC 92939U106 3,237 927 40.13 288 32.72 0.0006
2021-05-13 2021-03-31 13F WEC ENERGY GROUP SC 92939U106 2,310 9 0.39 217 2.36 0.0005
2021-02-09 2020-12-31 13F WEC ENERGY GROUP SC 92939U106 2,301 988 75.25 212 66.93 0.0006
2020-11-12 2020-09-30 13F WEC ENERGY GROUP SC 92939U106 1,313 -12,559 -90.53 127 -89.56 0.0004
2020-08-05 2020-06-30 13F WEC ENERGY GROUP SC 92939U106 13,872 12,790 1,182.07 1,216 1,166.67 0.0038
2020-04-30 2020-03-31 13F WEC ENERGY GROUP SC 92939U106 1,082 -487,114 -99.78 96 -99.79 0.0004
2020-02-04 2019-12-31 13F WEC ENERGY GROUP SC 92939U106 488,196 486,179 24,104.07 45,026 23,473.82 0.1458
2019-11-07 2019-09-30 13F WEC ENERGY GROUP SC 92939U106 2,017 597 42.04 191 60.50 0.0007
2019-07-19 2019-06-30 13F WEC ENERGY GROUP SC 92939U106 1,420 -64 -4.31 119 1.71 0.0004
2019-05-13 2019-03-31 13F WEC ENERGY GROUP SC 92939U106 1,484 -607 -29.03 117 -19.31 0.0004
2019-05-21 2018-12-31 13F/A-1 WEC ENERGY GROUP SC 92939U106 2,091 195 10.28 145 15.08 0.0006
2019-02-12 2018-12-31 13F WEC ENERGY GROUP SC 92939U106 2,091 195 145 0.0006
2018-11-06 2018-09-30 13F WEC ENERGY GROUP SC 92939U106 1,896 -87,930 -97.89 126 -97.83 0.0005
2018-07-25 2018-06-30 13F WEC ENERGY GROUP SC 92939U106 89,826 -1,421 -1.56 5,807 1.49 0.0225
2018-05-10 2018-03-31 13F WEC ENERGY GROUP SC 92939U106 91,247 90,665 15,578.18 5,722 14,571.79 0.0223
2018-01-30 2017-12-31 13F WEC ENERGY GROUP SC 92939U106 582 -763 -56.73 39 -53.57 0.0002
2017-11-03 2017-09-30 13F WEC ENERGY GROUP SC 92939U106 1,345 -53 -3.79 84 -2.33 0.0003
2017-07-27 2017-06-30 13F WEC ENERGY GROUP SC 92939U106 1,398 782 126.95 86 132.43 0.0003
2017-05-12 2017-03-31 13F WEC ENERGY GROUP SC 92939U106 616 261 73.52 37 76.19 0.0002
2017-02-07 2016-12-31 13F WEC ENERGY GROUP SC 92939U106 355 -235 -39.83 21 -40.00 0.0001
2016-11-10 2016-09-30 13F WEC ENERGY GROUP SC 92939U106 590 -80,718 -99.27 35 -99.34 0.0002
2016-08-11 2016-06-30 13F WEC ENERGY GROUP SC 92939U106 81,308 -389 -0.48 5,310 8.21 0.0291
2016-05-11 2016-03-31 13F WEC ENERGY GROUP SC 92939U106 81,697 70,849 653.11 4,907 780.97 0.0277
2016-02-12 2015-12-31 13F WEC ENERGY GROUP SC 92939U106 10,848 2,094 23.92 557 21.88 0.0031
2015-11-16 2015-09-30 13F WEC ENERGY GROUP SC 92939U106 8,754 8,610 5,979.17 457 7,516.67 0.0026
2015-08-14 2015-06-30 13F WISCONSIN ENERGY SC 976657106 144 -47,124 -99.70 6 -99.74 0.0000
2015-08-14 2015-06-30 13F WEC ENERGY GROUP SC 92939U106 324 -46,944 15 0.0001
2015-06-18 2015-03-31 13F/A-1 WISCONSIN ENERGY SC 976657106 47,268 -127,853 -73.01 2,340 -74.66 0.0119
2015-05-14 2015-03-31 13F WISCONSIN ENERGY SC 976657106 47,268 2,340
2015-02-17 2014-12-31 13F WISCONSIN ENERGY SC 976657106 175,121 12,763 7.86 9,236 32.30 0.0497
2014-12-11 2014-09-30 13F/A-1 WISCONSIN ENERGY SC 976657106 162,358 158,858 4,538.80 6,981 4,156.71 0.0396
2014-11-13 2014-09-30 13F WISCONSIN ENERGY SC 976657106 34,510 31,010 1,484 0.0094
2014-08-13 2014-06-30 13F WISCONSIN ENERGY SC 976657106 3,500 0 0.00 164 0.61 0.0010
2014-05-14 2014-03-31 13F WISCONSIN ENERGY SC 976657106 3,500 2,920 503.45 163 552.00 0.0011
2014-02-18 2013-12-31 13F WISCONSIN ENERGY SC 976657106 580 580 45.00 25 56.25 0.0002
2013-11-08 2013-09-30 13F WISCONSIN ENERGY SC 976657106 0 -400 -100.00 0 -100.00
2013-08-14 2013-06-30 13F WISCONSIN ENERGY SC 976657106 400 400 16 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.