WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership4,434,011 shares
Latest Disclosed Value $ 513,325,455
Franklin Resources Inc reports 32.06% increase in ownership of WEC / WEC Energy Group, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 4,434,011 shares of WEC Energy Group, Inc. (US:WEC) valued at $513,325,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,357,608 shares of WEC Energy Group, Inc.. This represents a change in shares of 32.06% during the quarter. The current value of the position is $487,962,911 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)
2026-05-13 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 4,434,011 1,076,403 32.06 513,325 44.97 0.0204
2026-02-11 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 3,357,608 2,136,542 174.97 354,093 153.07 0.0869
2025-11-13 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 1,221,066 -67,766 -5.26 139,922 4.19 0.0349
2025-08-12 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 1,288,832 150,090 13.18 134,296 8.22 0.0356
2025-05-13 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 1,138,742 387,008 51.48 124,100 75.55 0.0357
2025-02-12 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 751,734 61,708 8.94 70,693 6.39 0.0196
2024-11-27 2024-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 690,026 6,583 0.96 66,450 23.92 0.0187
2024-11-12 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 690,026 6,583 66,450 0.0032
2024-08-14 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 683,443 -23,282 -3.29 53,623 -7.61 0.0165
2024-05-13 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 706,725 -299,798 -29.79 58,036 -31.50 0.0184
2024-02-09 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 1,006,523 -122,530 -10.85 84,719 -6.85 0.0396
2023-11-13 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 1,129,053 -11,226 -0.98 90,945 -9.61 0.0462
2023-08-11 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 1,140,279 -17,561 -1.52 100,618 -8.32 0.0478
2023-05-12 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 1,157,840 32,447 2.88 109,752 4.01 0.0551
2023-02-10 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 1,125,393 2,701 0.24 105,517 5.09 0.0548
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 1,122,692 35,137 3.23 100,402 -8.27 0.0547
2022-08-11 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 1,087,555 114,826 11.80 109,451 12.73 0.0543
2022-05-13 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 972,729 -37,508 -3.71 97,089 -0.99 0.0388
2022-02-11 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 1,010,237 -6,364 -0.63 98,064 9.37 0.0354
2021-11-12 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 1,016,601 86,814 9.34 89,664 8.42 0.0338
2021-08-13 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 929,787 7,643 0.83 82,704 -4.17 0.0316
2021-05-13 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 922,144 -6,227 -0.67 86,303 1.01 0.0351
2021-02-10 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 928,371 -179,513 -16.20 85,437 -20.42 0.0362
2020-11-12 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 1,107,884 -98,234 -8.14 107,355 -4.76 0.0520
2020-08-13 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 1,206,118 -213,353 -15.03 112,725 -9.89 0.0581
2020-05-13 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 1,419,471 -371,225 -20.73 125,098 -24.26 0.0835
2020-03-11 2019-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 1,790,696 -88,671 -4.72 165,157 -7.59 0.0868
2020-02-12 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 1,790,696 -88,671 165,157 20,861.5903
2019-11-14 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 1,879,367 -236,620 -11.18 178,728 1.31 0.0971
2019-08-14 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 2,115,987 18,776 0.90 176,411 6.37 0.0938
2019-05-15 2019-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,097,211 -123,494 -5.56 165,847 7.83 0.0888
2019-05-14 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 2,097,211 -123,494 165,847
2019-02-12 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 2,220,705 10,677 0.48 153,806 4.25 0.0928
2018-11-13 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 2,210,028 7,746 0.35 147,542 3.63 0.0735
2018-08-14 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 2,202,282 4,054 0.18 142,377 3.30 0.0730
2018-05-10 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 2,198,228 -477 -0.02 137,829 -5.64 0.0699
2018-02-14 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 2,198,705 22,887 1.05 146,060 6.93 0.0701
2017-11-13 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 2,175,818 -449 -0.02 136,599 2.26 0.0670
2017-08-10 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 2,176,267 33,394 1.56 133,579 2.81 0.0666
2017-05-12 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 2,142,873 495 0.02 129,923 3.40 0.0659
2017-02-14 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 2,142,378 138 0.01 125,650 -2.05 0.0650
2016-11-14 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 2,142,240 0 0.00 128,278 -8.30 0.0671
2016-08-11 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 2,142,240 -8,110 -0.38 139,888 8.30 0.0753
2016-05-10 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 2,150,350 8,800 0.41 129,172 17.55 0.0686
2016-04-27 2015-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,141,550 -400 -0.02 109,883 -1.76 0.0556
2016-02-12 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 2,141,550 109,883
2015-11-10 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 2,141,950 201,950 10.41 111,853 28.21 0.0552
2015-08-12 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 1,940,000 -17,702 -0.90 87,242 -9.97 0.0396
2015-05-14 2015-03-31 13F WISCONSIN ENERGY COM 976657106 1,957,702 -2,498 -0.13 96,906 -6.26 0.0439
2015-02-10 2014-12-31 13F WISCONSIN ENERGY COM 976657106 1,960,200 100,000 5.38 103,381 29.24 0.0469
2014-11-12 2014-09-30 13F WISCONSIN ENERGY COM 976657106 1,860,200 -250 -0.01 79,989 -8.37 0.0365
2014-08-12 2014-06-30 13F WISCONSIN ENERGY COM 976657106 1,860,450 -50 -0.00 87,293 0.79 0.0385
2014-05-13 2014-03-31 13F WISCONSIN ENERGY COM 976657106 1,860,500 0 0.00 86,606 12.60 0.0409
2014-02-12 2013-12-31 13F WISCONSIN ENERGY COM 976657106 1,860,500 -235,000 -11.21 76,913 -9.10 0.0376
2013-11-14 2013-09-30 13F WISCONSIN ENERGY COM 976657106 2,095,500 -2,700 -0.13 84,617 -1.61 0.0450
2013-08-09 2013-06-30 13F WISCONSIN ENERGY COM 976657106 2,098,200 2,098,200 86,005 0.0491
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.