WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership396,440 shares
Latest Disclosed Value $ 46,080,964
Neuberger Berman Group LLC reports 2.43% decrease in ownership of WEC / WEC Energy Group, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 396,440 shares of WEC Energy Group, Inc. (US:WEC) valued at $45,895,859 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 406,332 shares of WEC Energy Group, Inc.. This represents a change in shares of -2.43% during the quarter. The current value of the position is $44,777,898 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 GROUP Common 92939U106 396,440 -9,892 -2.43 46,081 7.54 0.0351
2026-02-13 2025-12-31 13F WEC ENERGY GROUP Common 92939U106 406,332 4,725 1.18 42,852 -6.89 0.0319
2025-11-12 2025-09-30 13F WEC ENERGY GROUP Common 92939U106 401,607 34,865 9.51 46,020 20.43 0.0336
2025-08-25 2025-06-30 13F/A-1 WEC ENERGY GROUP Common 92939U106 366,742 -3,992 -1.08 38,215 -5.42 0.0294
2025-08-13 2025-06-30 13F WEC ENERGY GROUP Common 92939U106 366,742 -3,992 38,215 0.0152
2025-05-13 2025-03-31 13F WEC ENERGY GROUP Common 92939U106 370,734 -32,625 -8.09 40,403 6.51 0.0338
2025-02-13 2024-12-31 13F WEC ENERGY GROUP Common 92939U106 403,359 -507,779 -55.73 37,932 -56.72 0.0301
2024-11-14 2024-09-30 13F WEC ENERGY GROUP Common 92939U106 911,138 -143,450 -13.60 87,633 5.91 0.0684
2024-11-14 2024-06-30 13F/A-1 WEC ENERGY GROUP Common 92939U106 1,054,588 -99,754 -8.64 82,743 -12.71 0.0679
2024-08-13 2024-06-30 13F WEC ENERGY GROUP Common 92939U106 1,054,588 -99,754 82,743 0.0679
2024-11-14 2024-03-31 13F/A-1 WEC ENERGY GROUP Common 92939U106 1,154,342 -712,403 -38.16 94,795 -39.67 0.0784
2024-05-13 2024-03-31 13F WEC ENERGY GROUP Common 92939U106 1,154,342 -712,403 94,795 0.0783
2024-11-14 2023-12-31 13F/A-2 WEC ENERGY GROUP Common 92939U106 1,866,745 23,762 1.29 157,123 5.84 0.1370
2024-02-09 2023-12-31 13F WEC ENERGY GROUP Common 92939U106 1,866,745 23,762 157,123 0.1370
2023-11-14 2023-09-30 13F WEC ENERGY GROUP Common 92939U106 1,842,983 420,140 29.53 148,451 18.24 0.1353
2023-08-11 2023-06-30 13F WEC ENERGY GROUP Common 92939U106 1,422,843 107,978 8.21 125,551 0.73 0.1123
2023-05-12 2023-03-31 13F WEC ENERGY GROUP Common 92939U106 1,314,865 24,981 1.94 124,635 3.06 0.1156
2023-02-13 2022-12-31 13F WEC ENERGY GROUP Common 92939U106 1,289,884 313,747 32.14 120,938 38.54 0.1186
2022-11-15 2022-09-30 13F WEC ENERGY GROUP Common 92939U106 976,137 1,807 0.19 87,295 -10.97 0.0911
2022-08-15 2022-06-30 13F WEC ENERGY GROUP Common 92939U106 974,330 -49,673 -4.85 98,056 -4.05 0.0985
2022-05-23 2022-03-31 13F/A-1 WEC ENERGY GROUP Common 92939U106 1,024,003 -245,652 -19.35 102,194 -16.92 0.0866
2022-05-13 2022-03-31 13F WEC ENERGY GROUP Common 92939U106 1,024,003 -245,652 101,931 0.0455
2022-02-11 2021-12-31 13F WEC ENERGY GROUP Common 92939U106 1,269,655 13,962 1.11 123,014 11.25 0.0965
2021-11-12 2021-09-30 13F WEC ENERGY GROUP Common 92939U106 1,255,693 -154,095 -10.93 110,578 -11.72 0.0967
2021-08-13 2021-06-30 13F WEC ENERGY GROUP Common 92939U106 1,409,788 -255,116 -15.32 125,260 -19.55 0.1093
2021-05-13 2021-03-31 13F WEC ENERGY GROUP Common 92939U106 1,664,904 -25,821 -1.53 155,702 0.12 0.1487
2021-02-10 2020-12-31 13F WEC ENERGY GROUP Common 92939U106 1,690,725 17,078 1.02 155,518 -4.08 0.1612
2020-11-12 2020-09-30 13F WEC ENERGY GROUP Common 92939U106 1,673,647 195,376 13.22 162,128 25.15 0.1923
2020-08-13 2020-06-30 13F WEC ENERGY GROUP Common 92939U106 1,478,271 974,466 193.42 129,542 191.82 0.1611
2020-05-14 2020-03-31 13F WEC ENERGY GROUP Common 92939U106 503,805 -109,336 -17.83 44,391 -21.49 0.0677
2020-02-12 2019-12-31 13F WEC ENERGY GROUP Common 92939U106 613,141 -21,509 -3.39 56,540 -6.32 0.0660
2019-11-13 2019-09-30 13F WEC ENERGY GROUP Common 92939U106 634,650 -16,934 -2.60 60,355 11.10 0.0737
2019-08-13 2019-06-30 13F WEC ENERGY GROUP Common 92939U106 651,584 -118,223 -15.36 54,323 -10.77 0.0650
2019-05-13 2019-03-31 13F WEC ENERGY GROUP Common 92939U106 769,807 -225,290 -22.64 60,877 -11.67 0.0746
2019-02-12 2018-12-31 13F WEC ENERGY GROUP Common 92939U106 995,097 -32,029 -3.12 68,921 0.51 0.0961
2018-11-16 2018-09-30 13F/A-1 WEC ENERGY GROUP Common 92939U106 1,027,126 -76,484 -6.93 68,571 -4.06 0.0777
2018-11-13 2018-09-30 13F WEC ENERGY GROUP Common 92939U106 1,027,126 -76,484 68,571
2018-08-13 2018-06-30 13F WEC ENERGY GROUP Common 92939U106 1,103,610 -54,163 -4.68 71,473 -1.68 0.0789
2018-05-08 2018-03-31 13F WEC ENERGY GROUP Common 92939U106 1,157,773 -192,665 -14.27 72,696 -18.96 0.0831
2018-02-14 2017-12-31 13F WEC ENERGY GROUP Common 92939U106 1,350,438 -358,496 -20.98 89,709 -16.38 0.1031
2017-11-15 2017-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 1,708,934 -261,191 -13.26 107,287 -11.28 0.1342
2017-08-08 2017-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 1,970,125 -261,563 -11.72 120,926 -10.63 0.1553
2017-05-10 2017-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,231,688 -1,139,606 -33.80 135,307 -31.57 0.1746
2017-02-06 2016-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 3,371,294 -18,250 -0.54 197,726 -2.58 0.2655
2016-11-02 2016-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 3,389,544 38,917 1.16 202,966 -7.24 0.2754
2016-08-05 2016-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 3,350,627 -516,947 -13.37 218,796 -5.82 0.3015
2016-05-06 2016-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 3,867,574 -1,061,859 -21.54 232,325 -8.15 0.3194
2016-01-28 2015-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 4,929,433 257,535 5.51 252,929 3.67 0.3311
2015-11-10 2015-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 4,671,898 429,435 10.12 243,967 27.88 0.3144
2015-07-31 2015-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 4,242,463 1,176,424 38.37 190,784 25.71 0.2121
2015-05-06 2015-03-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 3,066,039 3,066,039 0.00 151,769 0.1620
2015-02-05 2014-12-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 0 -2,859,130 -100.00 0 -100.00
2014-11-04 2014-09-30 13F WISCONSIN ENERGY COMMON STOCK 976657106 2,859,130 1,196,720 71.99 122,942 57.62 0.1262
2014-08-05 2014-06-30 13F WISCONSIN ENERGY COMMON STOCK 976657106 1,662,410 -1,072,619 -39.22 78,000 -38.73 0.0762
2014-05-05 2014-03-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 2,735,029 -47,709 -1.71 127,315 10.67 0.1295
2014-02-11 2013-12-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 2,782,738 -76,691 -2.68 115,038 -0.37 0.1182
2013-10-29 2013-09-30 13F/A-1 WISCONSIN ENERGY COMMON STOCK 976657106 2,859,429 305,970 11.98 115,464 10.32 0.1282
2013-10-29 2013-09-30 13F WISCONSIN ENERGY COMMON STOCK 976657106 3,417,353 120,223
2013-08-13 2013-06-30 13F WISCONSIN ENERGY COMMON STOCK 976657106 2,553,459 2,553,459 104,666 0.1245
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.