WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,286,276 shares
Latest Disclosed Value $ 148,905,940
Dimensional Fund Advisors Lp reports 3.41% increase in ownership of WEC / WEC Energy Group, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,286,276 shares of WEC Energy Group, Inc. (US:WEC) valued at $148,912,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,243,873 shares of WEC Energy Group, Inc.. This represents a change in shares of 3.41% during the quarter. The current value of the position is $141,554,674 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)
2026-05-07 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 1,286,276 42,403 3.41 148,906 13.51 0.0067
2026-02-12 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 1,243,873 26,870 2.21 131,187 -5.93 0.0275
2025-11-12 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 1,217,003 30,280 2.55 139,452 12.79 0.0299
2025-08-12 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 1,186,723 3,297 0.28 123,643 -4.12 0.0286
2025-05-13 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 1,183,426 3,975 0.34 128,957 16.26 0.0321
2025-02-13 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 1,179,451 29,438 2.56 110,917 0.29 0.0266
2024-11-07 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 1,150,013 32,082 2.87 110,598 26.09 0.0268
2024-08-09 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 1,117,931 160,128 16.72 87,713 11.52 0.0229
2024-05-10 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 957,803 -6,347 -0.66 78,655 -3.08 0.0213
2024-02-07 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 964,150 -18,749 -1.91 81,152 2.50 0.0237
2023-11-09 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 982,899 -4,808 -0.49 79,169 -9.16 0.0260
2023-08-09 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 987,707 18,904 1.95 87,150 -5.10 0.0278
2023-05-12 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 968,803 -7,247 -0.74 91,831 100,813.19 0.0309
2023-02-09 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 976,050 22,755 2.39 92 -99.89 0.0270
2022-11-10 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 953,295 63,780 7.17 85,267 -4.74 0.0327
2022-08-12 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 889,515 41,110 4.85 89,512 5.70 0.0321
2022-05-13 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 848,405 65,287 8.34 84,682 11.40 0.0261
2022-02-09 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 783,118 2,997 0.38 76,017 10.47 0.0230
2021-11-12 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 780,121 -1,479 -0.19 68,812 -1.02 0.0222
2021-08-12 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 781,600 -606 -0.08 69,524 -5.03 0.0220
2021-05-14 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 782,206 -22,362 -2.78 73,206 -1.12 0.0242
2021-03-08 2020-12-31 13F/A-2 WEC ENERGY GROUP COM 92939U106 804,568 6,228 0.78 74,037 -4.29 0.0267
2021-02-11 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 804,568 6,228 74,037 26,738.2291
2020-11-12 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 798,340 8,579 1.09 77,356 11.76 0.0328
2020-08-13 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 789,761 -83,860 -9.60 69,218 -10.13 0.0304
2020-05-14 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 873,621 -63,450 -6.77 77,019 -10.88 0.0401
2020-02-14 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 937,071 -1,549 -0.17 86,426 -3.18 0.0315
2019-11-12 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 938,620 63,128 7.21 89,261 22.30 0.0347
2019-08-13 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 875,492 21,170 2.48 72,988 8.04 0.0283
2019-08-12 2019-03-31 13F/A-2 WEC ENERGY GROUP COM 92939U106 854,322 27,836 3.37 67,554 18.02 0.0269
2019-05-10 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 854,322 27,836 67,554
2019-02-26 2018-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 826,486 77,650 10.37 57,240 14.52 0.0259
2019-02-13 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 826,486 77,650 57,240
2018-11-13 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 748,836 15,712 2.14 49,984 5.46 0.0190
2018-08-10 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 733,124 10,043 1.39 47,395 4.54 0.0189
2018-05-11 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 723,081 5,661 0.79 45,337 -4.87 0.0189
2018-02-12 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 717,420 3,850 0.54 47,659 6.38 0.0198
2017-11-13 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 713,570 -3,790 -0.53 44,801 1.75 0.0196
2017-08-11 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 717,360 7,741 1.09 44,032 2.35 0.0203
2017-05-12 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 709,619 34,005 5.03 43,023 8.57 0.0206
2017-02-09 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 675,614 -319 -0.05 39,626 -2.10 0.0198
2016-11-10 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 675,933 19,263 2.93 40,478 -5.59 0.0219
2016-08-09 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 656,670 2,714 0.42 42,874 9.15 0.0247
2016-05-13 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 653,956 10,247 1.59 39,280 18.90 0.0235
2016-02-10 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 643,709 8,645 1.36 33,036 -0.36 0.0206
2015-11-13 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 635,064 224,323 54.61 33,157 79.50 0.0218
2015-08-14 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 410,741 69,921 20.52 18,472 9.49 0.0113
2015-05-14 2015-03-31 13F WISCONSIN ENERGY COM 976657106 340,820 37,929 12.52 16,871 5.58 0.0107
2015-02-06 2014-12-31 13F WISCONSIN ENERGY COM 976657106 302,891 4,418 1.48 15,979 24.51 0.0105
2014-11-13 2014-09-30 13F WISCONSIN ENERGY COM 976657106 298,473 -4,117 -1.36 12,834 -9.60 0.0091
2014-08-08 2014-06-30 13F WISCONSIN ENERGY COM 976657106 302,590 2,906 0.97 14,197 1.79 0.0099
2014-05-14 2014-03-31 13F WISCONSIN ENERGY COM 976657106 299,684 559 0.19 13,947 12.79 0.0104
2014-02-12 2013-12-31 13F WISCONSIN ENERGY COM 976657106 299,125 11,820 4.11 12,366 6.60 0.0096
2013-11-13 2013-09-30 13F WISCONSIN ENERGY COM 976657106 287,305 9,407 3.39 11,600 1.83 0.0100
2013-08-15 2013-06-30 13F WISCONSIN ENERGY COM 976657106 277,898 277,898 11,391 0.0107
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.