WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionHm Payson & Co
Latest Disclosed Ownership12,784 shares
Latest Disclosed Value $ 1,479,951
Hm Payson & Co reports 8.27% increase in ownership of WEC / WEC Energy Group, Inc.

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 12,784 shares of WEC Energy Group, Inc. (US:WEC) valued at $1,480,004 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,807 shares of WEC Energy Group, Inc.. This represents a change in shares of 8.27% during the quarter. The current value of the position is $1,406,879 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 12,784 977 8.27 1,480 18.80 0.0111
2026-02-12 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 11,807 -190 -1.58 1,245 -9.39 0.0176
2025-10-17 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 11,997 421 3.64 1,375 13.93 0.0198
2025-10-17 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 11,576 178 1.56 1,206 -2.90 0.0191
2025-04-29 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 11,398 985 9.46 1,242 26.86 0.0218
2025-02-07 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 10,413 -36 -0.34 979 -2.49 0.0166
2024-10-28 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 10,449 -469 -4.30 1,005 17.29 0.0172
2024-08-13 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 10,918 5 0.05 857 -4.46 0.0156
2024-06-20 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 10,913 -301 -2.68 896 -4.98 0.0167
2024-02-13 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 11,214 0 0.00 944 4.43 0.0195
2023-11-06 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 11,214 201 1.83 903 -7.00 0.0212
2023-07-17 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 11,013 0 0.00 972 -6.90 0.0218
2023-04-18 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 11,013 -8 -0.07 1,044 0.97 0.0250
2023-02-06 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 11,021 321 3.00 1,033 7.94 0.0257
2022-10-25 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 10,700 -100 -0.93 957 -11.96 0.0263
2022-08-15 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 10,800 -130 -1.19 1,087 -0.37 0.0279
2022-05-12 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 10,930 -15 -0.14 1,091 2.73 0.0248
2022-02-15 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 10,945 0 0.00 1,062 10.05 0.0231
2021-11-30 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 10,945 0 0.00 965 -0.92 0.0235
2021-08-17 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 10,945 -958 -8.05 974 -12.57 0.0237
2021-06-15 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 11,903 15 0.13 1,114 1.83 0.0297
2021-03-10 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 11,888 0 0.00 1,094 -5.03 0.0302
2020-12-21 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 11,888 0 0.00 1,152 10.56 0.0355
2020-08-13 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 11,888 0 0.00 1,042 -0.57 0.0349
2020-07-01 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 11,888 -205 -1.70 1,048 -6.01 0.0412
2020-02-18 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 12,093 -183 -1.49 1,115 -4.46 0.0358
2019-11-12 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 12,276 0 0.00 1,167 14.08 0.0411
2019-08-15 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 12,276 0 0.00 1,023 5.36 0.0367
2019-07-31 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 12,276 12,276 971 0.0371
2019-02-15 2018-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 0 -11,600 -100.00 0 -100.00
2018-11-30 2018-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 11,600 -1,434 -11.00 774 -8.08 0.0346
2018-08-27 2018-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 13,034 -1,861 -12.49 842 -9.85 0.0360
2018-05-14 2018-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 14,895 -78 -0.52 934 -6.13 0.0385
2018-02-16 2017-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 14,973 1,020 7.31 995 13.58 0.0400
2017-11-06 2017-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 13,953 -4,546 -24.57 876 -22.89 0.0377
2017-08-04 2017-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 18,499 -780 -4.05 1,136 -2.82 0.0512
2017-05-25 2017-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 19,279 -48 -0.25 1,169 3.09 0.0533
2017-02-15 2016-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 19,327 -600 -3.01 1,134 -4.95 0.0540
2016-11-14 2016-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 19,927 -452 -2.22 1,193 -10.37 0.0582
2016-08-08 2016-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 20,379 0 0.00 1,331 8.74 0.0664
2016-05-19 2016-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 20,379 -225 -1.09 1,224 15.80 0.0636
2016-02-23 2015-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 20,604 -1,453 -6.59 1,057 -8.25 0.0543
2015-11-02 2015-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 22,057 148 0.68 1,152 16.95 0.0624
2015-08-11 2015-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 21,909 -1,348 -5.80 985 -14.42 0.0490
2015-05-06 2015-03-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 23,257 -2,518 -9.77 1,151 -15.37 0.0575
2015-02-10 2014-12-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 25,775 -702 -2.65 1,360 19.51 0.0673
2014-11-12 2014-09-30 13F WISCONSIN ENERGY COMMON STOCK 976657106 26,477 0 0.00 1,138 -8.37 0.0583
2014-08-13 2014-06-30 13F WISCONSIN ENERGY COMMON STOCK 976657106 26,477 2,400 9.97 1,242 10.79 0.0638
2014-05-07 2014-03-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 24,077 407 1.72 1,121 14.50 0.0593
2014-02-10 2013-12-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 23,670 600 2.60 979 5.16 0.0524
2013-11-13 2013-09-30 13F WISCONSIN ENERGY COMMON STOCK 976657106 23,070 0 0.00 931 -1.59 0.0540
2013-08-13 2013-06-30 13F WISCONSIN ENERGY COMMON STOCK 976657106 23,070 23,070 946 0.0568
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.