WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionMacquarie Group Ltd
Latest Disclosed Ownership213,330 shares
Latest Disclosed Value $ 24,697,214
Macquarie Group Ltd reports 2.06% decrease in ownership of WEC / WEC Energy Group, Inc.

On May 15, 2026 - Macquarie Group Ltd filed a 13F-HR form disclosing ownership of 213,330 shares of WEC Energy Group, Inc. (US:WEC) valued at $24,697,214 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 217,826 shares of WEC Energy Group, Inc.. This represents a change in shares of -2.06% during the quarter. The current value of the position is $23,728,696 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)
2026-05-15 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 213,330 -4,496 -2.06 24,697 7.51 0.1150
2026-02-13 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 217,826 -167,093 -43.41 22,972 -47.92 0.1004
2025-11-13 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 384,919 -7,632 -1.94 44,108 7.84 0.0515
2025-08-14 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 392,551 14,299 3.78 40,904 -0.77 0.0502
2025-08-14 2025-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 378,252 -11,733 -3.01 41,222 16.05 0.0512
2025-05-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 378,252 -11,733 39,278 0.0321
2025-02-14 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 389,985 9,939 2.62 35,521 -2.82 0.0431
2024-11-14 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 380,046 1,279 0.34 36,553 23.00 0.0395
2024-08-09 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 378,767 357 0.09 29,718 -4.36 0.0341
2024-05-14 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 378,410 -395 -0.10 31,075 -2.54 0.0352
2024-02-14 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 378,805 19,126 5.32 31,884 10.05 0.0368
2023-11-14 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 359,679 8,706 2.48 28,972 -6.45 0.0364
2023-10-27 2023-06-30 13F/A-2 WEC ENERGY GROUP COM 92939U106 350,973 29,544 9.19 30,970 1.65 0.0354
2023-10-12 2023-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 350,973 29,544 30,970 0.0311
2023-08-14 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 350,973 29,544 30,970 0.0314
2023-06-01 2023-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 321,429 -15,702 -4.66 30,468 -3.29 0.0362
2023-05-15 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 321,429 -15,702 30,468 0.0280
2023-02-21 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 337,131 8,595 2.62 31,503 5.89 0.0372
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 328,536 -1,131 -0.34 29,750 -11.45 0.0365
2022-08-17 2022-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 329,667 -13,163 -3.84 33,598 1.09 0.0377
2022-08-15 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 329,667 -13,163 33,598 0.0120
2022-05-16 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 342,830 13,014 3.95 33,235 7.25 0.0253
2022-02-11 2021-12-31 13F WEC Energy Group COM 92939U106 329,816 134,691 69.03 30,989 80.06 0.0258
2021-11-12 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 195,125 -9,003 -4.41 17,210 -5.22 0.0147
2021-08-13 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 204,128 17,106 9.15 18,157 3.74 0.0149
2021-05-14 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 187,022 -8,184 -4.19 17,503 -2.57 0.0247
2021-02-16 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 195,206 -40,588 -17.21 17,964 -21.38 0.0262
2020-11-13 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 235,794 -31,256 -11.70 22,848 -2.38 0.0387
2020-08-11 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 267,050 -55,292 -17.15 23,406 -17.61 0.0403
2020-05-15 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 322,342 -41,191 -11.33 28,408 -15.27 0.0584
2020-03-18 2019-12-31 13F/A-2 WEC ENERGY GROUP COM 92939U106 363,533 184,400 102.94 33,529 96.81 0.0479
2020-02-28 2019-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 363,533 0 33,529 0.0484
2020-02-14 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 363,533 184,400 33,529 42,076.0535
2019-11-14 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 179,133 -1,400 -0.78 17,036 13.19 0.0286
2019-11-06 2019-06-30 13F/A-2 WEC ENERGY GROUP COM 92939U106 180,533 -16,650 -8.44 15,051 -3.48 0.0254
2019-09-24 2019-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 180,533 0 15,051 0.0256
2019-08-14 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 180,533 -16,650 15,051
2019-05-15 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 197,183 1,100 0.56 15,593 14.82 0.0266
2019-02-15 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 196,083 -9,400 -4.57 13,580 -1.01 0.0262
2018-11-15 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 205,483 6,200 3.11 13,718 6.48 0.0223
2019-03-21 2018-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 199,283 -3,050 -1.51 12,883 1.54 0.0222
2018-08-14 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 199,283 -3,050 12,883
2018-05-11 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 202,333 -36,300 -15.21 12,687 20.91 0.0231
2018-02-14 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 238,633 9,200 4.01 10,493 -27.15 0.0186
2017-11-08 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 229,433 2,750 1.21 14,403 3.51 0.0258
2017-08-14 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 226,683 -13,600 -5.66 13,914 -4.50 0.0254
2017-05-15 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 240,283 -7,800 -3.14 14,569 0.13 0.0265
2017-03-30 2016-12-31 13F/A-1 WEC ENERGY GROUP Common Stock 92939U106 248,083 4,535 1.86 14,550 -0.23 0.0278
2017-02-15 2016-12-31 13F WEC ENERGY GROUP Common Stock 92939U106 248,083 14,550
2016-11-15 2016-09-30 13F WEC ENERGY GROUP Common Stock 92939U106 243,548 11,400 4.91 14,584 -3.79 0.0281
2016-09-14 2016-06-30 13F/A-1 WEC ENERGY GROUP Common Stock 92939U106 232,148 5,000 2.20 15,159 11.10 0.0298
2016-08-15 2016-06-30 13F WEC ENERGY GROUP Common Stock 92939U106 232,148 15,159
2016-05-16 2016-03-31 13F WEC ENERGY GROUP Common Stock 92939U106 227,148 -11,900 -4.98 13,645 11.24 0.0275
2016-02-16 2015-12-31 13F WEC ENERGY GROUP Common Stock 92939U106 239,048 350 0.15 12,266 -1.60 0.0252
2015-11-16 2015-09-30 13F WEC ENERGY GROUP Common Stock 92939U106 238,698 22,248 10.28 12,465 28.06 0.0267
2015-08-21 2015-06-30 13F/A-1 WEC ENERGY GROUP Common Stock 92939U106 216,450 -29,100 -11.85 9,734 -19.92 0.0193
2015-08-14 2015-06-30 13F WEC ENERGY GROUP Common Stock 92939U106 216,450 9,734
2015-05-18 2015-03-31 13F Wisconsin Energy Common Stock 976657106 245,550 30,650 14.26 12,155 7.24 0.0239
2015-02-17 2014-12-31 13F Wisconsin Energy Common Stock 976657106 214,900 42,000 24.29 11,334 52.44 0.0234
2014-11-14 2014-09-30 13F WISCONSIN ENERGY COMMON 976657106 172,900 -48,600 -21.94 7,435 -28.46 0.0160
2014-08-14 2014-06-30 13F WISCONSIN ENERGY COMMON 976657106 221,500 5,500 2.55 10,393 3.36 0.0232
2014-05-15 2014-03-31 13F Wisconsin Energy Common Stock 976657106 216,000 0 0.00 10,055 12.60 0.0174
2014-02-14 2013-12-31 13F Wisconsin Energy Common Stock 976657106 216,000 -1,000 -0.46 8,930 1.91 0.0160
2013-11-14 2013-09-30 13F WISCONSIN ENERGY Common Stock 976657106 217,000 1,400 0.65 8,763 -0.84 0.0171
2013-08-16 2013-06-30 13F/A-1 WISCONSIN ENERGY COMMON 976657106 215,600 215,600 8,837 0.0193
2013-08-14 2013-06-30 13F WISCONSIN ENERGY COMMON 976657106 215,600 8,837 0.0193
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.