WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership15,681 shares
Latest Disclosed Value $ 1,815,389
IFP Advisors, Inc reports 5.48% increase in ownership of WEC / WEC Energy Group, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 15,681 shares of WEC Energy Group, Inc. (US:WEC) valued at $1,815,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 14,866 shares of WEC Energy Group, Inc.. This represents a change in shares of 5.48% during the quarter. The current value of the position is $1,744,198 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)
2026-04-13 2026-03-31 13F WEC ENERGY GROUP cs 92939U106 15,681 815 5.48 1,815 15.83 0.0376
2026-02-06 2025-12-31 13F WEC ENERGY GROUP cs 92939U106 14,866 967 6.96 1,568 -1.57 0.0352
2026-02-06 2025-09-30 13F/A-1 WEC ENERGY GROUP cs 92939U106 13,899 632 4.76 1,593 15.20 0.0414
2025-12-02 2025-09-30 13F WEC ENERGY GROUP cs 92939U106 13,858 591 1,598 0.0412
2025-07-24 2025-06-30 13F WEC ENERGY GROUP cs 92939U106 13,267 -141 -1.05 1,382 -5.41 0.0393
2025-05-05 2025-03-31 13F WEC ENERGY GROUP cs 92939U106 13,408 430 3.31 1,461 19.66 0.0451
2025-02-04 2024-12-31 13F WEC ENERGY GROUP cs 92939U106 12,978 1,250 10.66 1,221 8.24 0.0400
2025-02-04 2024-09-30 13F WEC ENERGY GROUP cs 92939U106 11,728 1,579 15.56 1,128 41.71 0.0407
2024-07-30 2024-06-30 13F WEC ENERGY GROUP cs 92939U106 10,149 1,967 24.04 796 18.63 0.0316
2024-07-30 2024-03-31 13F WEC ENERGY GROUP cs 92939U106 8,182 1,443 21.41 672 18.34 0.0295
2024-01-09 2023-12-31 13F WEC ENERGY GROUP cs 92939U106 6,739 150 2.28 567 6.98 0.0268
2023-10-12 2023-09-30 13F WEC ENERGY GROUP cs 92939U106 6,589 -69 -1.04 531 -9.71 0.0239
2023-08-14 2023-06-30 13F/A-1 WEC ENERGY GROUP cs 92939U106 6,658 -9,789 -59.52 588 -42.68 0.0246
2023-08-04 2023-06-30 13F WEC ENERGY GROUP cs 92939U106 6,658 -9,789 415 0.0192
2023-04-18 2023-03-31 13F WEC ENERGY GROUP cs 92939U106 16,447 -5,703 -25.75 1,025 102,300.00 0.0446
2023-02-07 2022-12-31 13F WEC ENERGY GROUP cs 92939U106 22,150 7,650 52.76 1 -99.89 0.0381
2022-11-08 2022-09-30 13F WEC ENERGY GROUP cs 92939U106 14,500 2,203 17.91 908 18.23 0.0237
2022-09-06 2022-06-30 13F/A-1 WEC ENERGY GROUP cs 92939U106 12,297 0 0.00 768 0.00 0.0246
2022-09-06 2022-03-31 13F/A-1 WEC ENERGY GROUP cs 92939U106 12,297 8,424 217.51 768 104.80 0.0246
2022-08-08 2022-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 3,807 -66 239 0.0049
2022-01-12 2021-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 3,873 -1,142 -22.77 375 -15.73 0.0073
2021-10-06 2021-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 5,015 2,325 86.43 445 83.88 0.0089
2021-07-13 2021-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,690 -886 -24.78 242 -27.11 0.0050
2021-04-30 2021-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 3,576 -1,305 -26.74 332 -26.06 0.0065
2021-01-25 2020-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 4,881 -2,300 -32.03 449 -34.83 0.0182
2020-10-29 2020-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 7,181 -308 -4.11 689 6.16 0.0411
2020-08-05 2020-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 7,489 2 0.03 649 -0.46 0.0514
2020-05-12 2020-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 7,487 2,444 48.46 652 39.91 0.0658
2020-01-17 2019-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 5,043 -812 -13.87 466 -16.49 0.0350
2019-11-07 2019-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 5,855 5,104 679.63 558 862.07 0.0374
2019-05-15 2019-03-31 13F WEC ENERGY GROUP Stock 92939U106 751 -9,396 -92.60 58 -91.71 0.0079
2019-06-03 2018-12-31 13F/A-10 WEC ENERGY GROUP INC COM Stock 92939U106 10,147 -4,907 -32.60 700 -30.35 0.0427
2019-01-23 2018-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 10,147 -4,907 700 0.0427
2019-06-03 2018-09-30 13F/A-9 WEC ENERGY GROUP INC COM Stock 92939U106 15,054 -4,640 -23.56 1,005 -21.05 0.0410
2018-10-25 2018-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 15,054 -4,640 1,005 0.0410
2019-06-03 2018-06-30 13F/A-8 WEC ENERGY GROUP INC COM Stock 92939U106 19,694 -1,277 -6.09 1,273 -8.61 0.0535
2018-08-07 2018-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 19,694 1,030 1,273
2019-06-03 2018-03-31 13F/A-7 WEC ENERGY GROUP INC COM Stock 92939U106 20,971 0 0.00 1,393 0.00 0.0631
2018-05-09 2018-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 18,664 -2,307 1,170
2019-06-03 2017-12-31 13F/A-6 WEC ENERGY GROUP INC COM Stock 92939U106 20,971 -15,802 -42.97 1,393 -39.67 0.0631
2018-01-24 2017-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 20,971 -15,802 1,393
2017-10-30 2017-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 36,773 287 0.79 2,309 3.08 0.0917
2019-06-03 2017-06-30 13F/A-5 WEC ENERGY GROUP INC COM Stock 92939U106 36,486 -808 -2.17 2,240 -0.93 0.0950
2017-07-31 2017-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 36,486 -808 2,240
2019-06-03 2017-03-31 13F/A-4 WEC ENERGY GROUP INC COM Stock 92939U106 37,294 -108 -0.29 2,261 3.05 0.0985
2017-04-26 2017-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 37,294 -108 2,261
2019-06-03 2016-12-31 13F/A-3 WEC ENERGY GROUP INC COM Stock 92939U106 37,402 312 0.84 2,194 -1.22 0.1059
2017-02-14 2016-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 37,402 312 2,194
2016-11-04 2016-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 37,090 -1,057 -2.77 2,221 -10.84 0.1155
2019-06-03 2016-06-30 13F/A-2 WEC ENERGY GROUP INC COM Stock 92939U106 38,147 37,396 4,979.49 2,491 4,194.83 0.1391
2016-08-22 2016-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 38,147 37,396 2,491
2019-06-03 2016-03-31 13F/A-1 WEC ENERGY GROUP Stock 92939U106 751 -30,270 -97.58 58 -96.36 0.0079
2016-05-02 2016-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 31,356 335 1,884
2016-02-11 2015-12-31 13F WISCONSIN ENERGY Stock 92939U106 31,021 31,021 1,592 0.1069
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.