WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership59,452 shares
Latest Disclosed Value $ 6,882,759
Mercer Global Advisors Inc /adv reports 10.12% decrease in ownership of WEC / WEC Energy Group, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 59,452 shares of WEC Energy Group, Inc. (US:WEC) valued at $6,882,758 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 66,143 shares of WEC Energy Group, Inc.. This represents a change in shares of -10.12% during the quarter. The current value of the position is $6,715,103 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 59,452 -6,691 -10.12 6,883 -1.33 0.0102
2026-02-17 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 66,143 32,795 98.34 6,975 82.54 0.0106
2025-11-14 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 33,348 6,127 22.51 3,821 34.73 0.0064
2025-08-14 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 27,221 39 0.14 2,836 -4.25 0.0058
2025-05-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 27,182 496 1.86 2,962 18.06 0.0068
2025-02-14 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 26,686 869 3.37 2,510 0.48 0.0061
2024-11-14 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 25,817 -167 -0.64 2,498 22.52 0.0058
2024-08-12 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 25,984 -858 -3.20 2,039 101,800.00 0.0056
2024-05-15 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 26,842 3,368 14.35 2 100.00 0.0063
2024-02-15 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 23,474 379 1.64 2 0.00 0.0059
2023-11-15 2023-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 23,095 -1,784 -7.17 2 -50.00 0.0071
2023-11-14 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 23,095 -1,784 2 0.0071
2023-08-14 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 24,879 4,620 22.80 2 100.00 0.0087
2023-05-16 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 20,259 1,594 8.54 2 0.00 0.0087
2023-02-09 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 18,665 -799 -4.11 2 -99.94 0.0088
2022-11-15 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 19,464 1,061 5.77 1,741 -5.99 0.0103
2022-08-10 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 18,403 1,353 7.94 1,852 8.81 0.0113
2022-05-10 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 17,050 2,791 19.57 1,702 22.98 0.0100
2022-02-04 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 14,259 -15,940 -52.78 1,384 -48.05 0.0085
2021-11-10 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 30,199 14,214 88.92 2,664 87.34 0.0186
2021-08-10 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 15,985 -412 -2.51 1,422 -7.30 0.0109
2021-08-10 2021-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 16,397 -1,648 -9.13 1,534 -7.65 0.0140
2021-05-11 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 16,397 -1,648 1,534 0.0147
2021-02-12 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 18,045 321 1.81 1,661 -3.26 0.0207
2020-12-10 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 17,724 755 4.45 1,717 15.47 0.0258
2020-08-10 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 16,969 -2,406 -12.42 1,487 -12.94 0.0270
2020-05-18 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 19,375 -3,732 -16.15 1,708 -19.85 0.0376
2020-02-13 2019-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 23,107 -3,412 -12.87 2,131 -15.47 0.0426
2019-11-12 2019-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 26,519 939 3.67 2,521 18.19 0.0593
2019-08-14 2019-06-30 13F WEC ENERGY GROUP INC COM COM 92939U106 25,580 1,829 7.70 2,133 13.58 0.0565
2019-04-23 2019-03-31 13F/A-1 WEC ENERGY GROUP INC COM COM 92939U106 23,751 23,751 1,878 0.0675
2019-04-12 2019-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 9,563 662 0.0353
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.