WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionHighPoint Advisor Group LLC
Latest Disclosed Ownership10,507 shares
Latest Disclosed Value $ 1,216,378
HighPoint Advisor Group LLC reports 0.38% increase in ownership of WEC / WEC Energy Group, Inc.

On May 14, 2026 - HighPoint Advisor Group LLC filed a 13F-HR form disclosing ownership of 10,507 shares of WEC Energy Group, Inc. (US:WEC) valued at $1,216,395 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 14, 2026 disclosing 10,467 shares of WEC Energy Group, Inc.. This represents a change in shares of 0.38% during the quarter. The current value of the position is $1,186,766 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)
2026-05-14 2026-03-31 13F WEC ENERGY Common Stock 92939U106 10,507 40 0.38 1,216 10.24 0.0510
2026-05-14 2025-12-31 13F/A-2 WEC ENERGY Common Stock 92939U106 10,467 -17,501 -62.58 1,104 -65.57 0.0461
2026-02-04 2025-12-31 13F WEC ENERGY GROUP Common Stock 92939U106 31,598 3,630 3,332 0.1546
2025-11-05 2025-09-30 13F WEC ENERGY GROUP Common Stock 92939U106 27,968 2,058 7.94 3,205 18.71 0.1527
2025-08-07 2025-06-30 13F WEC ENERGY GROUP Common Stock 92939U106 25,910 -433 -1.64 2,700 -6.12 0.1434
2025-05-05 2025-03-31 13F WEC ENERGY GROUP Common Stock 92939U106 26,343 115 0.44 2,875 7.28 0.1674
2025-02-12 2024-12-31 13F WEC ENERGY GROUP Common Stock 92939U106 26,228 45 0.17 2,681 6.43 0.1456
2024-11-04 2024-09-30 13F WEC ENERGY GROUP Common Stock 92939U106 26,183 -610 -2.28 2,518 125,800.00 0.1468
2024-08-08 2024-06-30 13F WEC ENERGY GROUP Common Stock 92939U106 26,793 3,700 16.02 2 100.00 0.1369
2024-05-14 2024-03-31 13F WEC ENERGY GROUP Common Stock 92939U106 23,093 -195 -0.84 2 -99.95 0.1384
2024-03-26 2023-12-31 13F WEC ENERGY GROUP Common Stock 92939U106 23,288 -1,512 -6.10 1,861 -25.89 0.1333
2022-08-15 2022-06-30 13F WEC ENERGY GROUP Common Stock 92939U106 24,800 -946 -3.67 2,511 10.57 0.2746
2021-11-15 2021-09-30 13F WEC ENERGY GROUP Common Stock 92939U106 25,746 -1,192 -4.42 2,271 -5.22 0.2225
2021-07-29 2021-06-30 13F WEC ENERGY GROUP Common Stock 92939U106 26,938 179 0.67 2,396 -3.04 0.2412
2021-04-12 2021-03-31 13F WEC ENERGY GROUP Common Stock 92939U106 26,759 209 0.79 2,471 8.90 0.2859
2021-02-10 2020-12-31 13F WEC ENERGY GROUP Common Stock 92939U106 26,550 1,029 4.03 2,269 -12.50 0.2763
2020-11-06 2020-09-30 13F WEC ENERGY GROUP Common Stock 92939U106 25,521 -288 -1.12 2,593 12.45 0.4691
2020-08-13 2020-06-30 13F WEC ENERGY GROUP Common Stock 92939U106 25,809 -1,106 -4.11 2,306 -8.60 0.4929
2020-05-01 2020-03-31 13F/A-2 WEC ENERGY GROUP Common Stock 92939U106 26,915 38 0.14 2,523 -3.89 0.6008
2020-04-27 2020-03-31 13F/A-1 WEC ENERGY GROUP Common Stock 92939U106 2,523 -24,392 27 0.4244
2020-04-27 2020-03-31 13F WEC ENERGY GROUP Common Stock 92939U106 26,877 0 2,625 538,975.6383
2020-02-13 2019-12-31 13F WEC ENERGY GROUP Common Stock 92939U106 26,877 -312 -1.15 2,625 9.92 0.5408
2019-11-12 2019-09-30 13F WEC ENERGY GROUP Common Stock 92939U106 27,189 820 3.11 2,388 4.97 0.5277
2019-08-15 2019-06-30 13F/A-1 WEC ENERGY GROUP Common Stock 92939U106 26,369 15,440 141.28 2,275 98.86 0.5327
2019-08-15 2019-06-30 13F WASTE MANAGEMENT INC DEL Common Stock 92939U106 10,929 0 1,144
2019-05-08 2019-03-31 13F WASTE MANAGEMENT INC DEL Common Stock 92939U106 10,929 -145 -1.31 1,144 4.28 0.2801
2019-02-20 2018-12-31 13F WASTE MANAGEMENT INC DEL Common Stock 92939U106 11,074 -14,056 -55.93 1,097 -37.81 0.2906
2018-10-23 2018-09-30 13F WEC ENERGY GROUP Common Stock 92939U106 25,130 12,374 97.01 1,764 52.20 0.4830
2018-08-20 2018-06-30 13F WASTE MANAGEMENT INC DEL Common Stock 92939U106 12,756 706 5.86 1,159 15.09 0.3129
2018-06-11 2018-03-31 13F WASTE MANAGEMENT INC DEL Common Stock 92939U106 12,050 -17,305 -58.95 1,007 -43.87 0.2765
2018-02-15 2017-12-31 13F WEC ENERGY GROUP Common Stock 92939U106 29,355 -3,964 -11.90 1,794 -20.37 0.5139
2017-11-06 2017-09-30 13F WEC ENERGY GROUP Common Stock 92939U106 33,319 -3,525 -9.57 2,253 -4.57 0.6987
2017-08-15 2017-06-30 13F WEC ENERGY GROUP Common Stock 92939U106 36,844 0 0.00 2,361 0.00 0.7598
2017-08-07 2017-03-31 13F WEC ENERGY GROUP Common Stock 92939U106 36,844 12,505 51.38 2,361 61.93 0.7598
2017-03-02 2016-12-31 13F WEC ENERGY GROUP Common Stock 92939U106 24,339 -2 -0.01 1,458 7.84 0.4696
2016-11-21 2016-09-30 13F WEC ENERGY GROUP Common Stock 92939U106 24,341 -5,207 -17.62 1,352 -26.76 0.4760
2016-08-10 2016-06-30 13F WEC ENERGY GROUP Common Stock 92939U106 29,548 11,385 62.68 1,846 79.40 0.6473
2016-04-26 2016-03-31 13F WEC ENERGY GROUP Common Stock 92939U106 18,163 2,170 13.57 1,029 19.93 0.6300
2016-01-26 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 15,993 9,522 147.15 858 153.85 0.5643
2015-10-29 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 6,471 6,471 338 0.3748
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.