WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership28,698 shares
Latest Disclosed Value $ 3,322,394
Private Advisor Group, LLC reports 2.29% increase in ownership of WEC / WEC Energy Group, Inc.

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 28,698 shares of WEC Energy Group, Inc. (US:WEC) valued at $3,322,367 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 28,056 shares of WEC Energy Group, Inc.. This represents a change in shares of 2.29% during the quarter. The current value of the position is $3,158,215 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)
2026-04-24 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 28,698 642 2.29 3,322 12.31 0.0148
2026-02-17 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 28,056 508 1.84 2,959 -6.27 0.0133
2025-11-13 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 27,548 802 3.00 3,157 13.28 0.0155
2025-08-11 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 26,746 200 0.75 2,787 -3.67 0.0150
2025-05-05 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 26,546 312 1.19 2,893 17.27 0.0175
2025-02-03 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 26,234 -882 -3.25 2,467 -5.41 0.0139
2024-10-22 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 27,116 -505 -1.83 2,608 20.30 0.0162
2024-08-05 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 27,621 2,363 9.36 2,167 4.48 0.0145
2024-04-30 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 25,258 8,955 54.93 2,074 51.17 0.0149
2024-02-06 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 16,303 2,902 21.66 1,372 27.15 0.0107
2023-11-03 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 13,401 551 4.29 1,079 -5.35 0.0096
2023-08-10 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 12,850 2,271 21.47 1,140 13.77 0.0099
2023-05-10 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 10,579 10,579 1,003 0.0096
2023-01-18 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 0 -8,145 -100.00 0 -100.00
2022-10-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 8,145 -6,034 -42.56 728 -48.98 0.0084
2022-07-13 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 14,179 212 1.52 1,427 2.37 0.0127
2022-05-12 2022-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 13,967 993 7.65 1,394 10.72 0.0107
2022-05-10 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 12,974 0 1,259 0.0095
2022-02-10 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 12,974 -3,796 -22.64 1,259 -14.93 0.0094
2021-10-14 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 16,770 4,652 38.39 1,480 37.29 0.0094
2021-08-12 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 12,118 -18 -0.15 1,078 -5.11 0.0094
2021-04-22 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 12,136 68 0.56 1,136 2.25 0.0108
2021-04-01 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 12,068 2,930 32.06 1,111 25.54 0.0116
2020-11-02 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 9,138 -56 -0.61 885 9.80 0.0115
2020-08-17 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 9,194 663 7.77 806 7.18 0.0112
2020-05-12 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 8,531 -579 -6.36 752 -10.48 0.0138
2020-02-10 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 9,110 8 0.09 840 -3.00 0.0131
2019-11-13 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 9,102 -1,499 -14.14 866 -1.81 0.0135
2019-08-14 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 10,601 1,105 11.64 882 17.44 0.0159
2019-05-13 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 9,496 -1,421 -13.02 751 -0.66 0.0148
2019-02-08 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 10,917 -38 -0.35 756 3.42 0.0182
2018-11-01 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 10,955 594 5.73 731 8.30 0.0150
2018-08-09 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 10,361 6,818 192.44 675 204.05 0.0111
2018-05-09 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 3,543 -6,829 -65.84 222 -67.30 0.0087
2018-02-07 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 10,372 -641 -5.82 679 -3.96 0.0287
2017-11-13 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 11,013 -190 -1.70 707 3.82 0.0175
2017-08-10 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 11,203 -93 -0.82 681 -1.59 0.0184
2017-05-10 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 11,296 -213 -1.85 692 2.52 0.0194
2017-02-09 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 11,509 1,611 16.28 675 18.84 0.0221
2016-11-10 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 9,898 -1,346 -11.97 568 -23.04 0.0232
2016-08-09 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 11,244 1,301 13.08 738 23.62 0.0298
2016-05-13 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 9,943 -234 -2.30 597 14.37 0.0288
2016-02-09 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 10,177 -69 -0.67 522 -2.43 0.0250
2015-11-13 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 10,246 2,373 30.14 535 51.13 0.0294
2015-08-13 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 7,873 7,873 354 0.0168
2015-05-13 2015-03-31 13F WISCONSIN ENERGY COM 976657106 0 -4,479 -100.00 0 -100.00
2015-02-17 2014-12-31 13F WISCONSIN ENERGY COM 976657106 4,479 4,479 0.00 236 0.0152
2014-11-12 2014-09-30 13F WISCONSIN ENERGY COM 976657106 0 -11,604 -100.00 0 -100.00
2014-08-08 2014-06-30 13F WISCONSIN ENERGY COM 976657106 11,604 -4,567 -28.24 544 -27.76 0.0468
2014-05-15 2014-03-31 13F WISCONSIN ENERGY COM 976657106 16,171 -7,183 -30.76 753 -21.97 0.0794
2014-02-13 2013-12-31 13F WISCONSIN ENERGY COM 976657106 23,354 23,354 965 0.1078
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.