WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionResources Management Corp /ct/ /adv
Latest Disclosed Ownership5,409 shares
Latest Disclosed Value $ 626
Resources Management Corp /ct/ /adv ownership in WEC / WEC Energy Group, Inc.

On May 15, 2026 - Resources Management Corp /ct/ /adv filed a 13F-HR form disclosing ownership of 5,409 shares of WEC Energy Group, Inc. (US:WEC) valued at $626,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,409 shares of WEC Energy Group, Inc.. The current value of the position is $595,260 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 Ordinary Share 92939U106 5,409 0 0.00 1 0.0831
2026-02-13 2025-12-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 5,409 0 0.00 1 0.0738
2025-11-14 2025-09-30 13F/A-1 WEC ENERGY GROUP Ordinary Share 92939U106 5,409 0 0.00 1 0.0801
2025-11-14 2025-09-30 13F EXXON MOBIL Ordinary Share 92939U106 55,292 49,883 6 0.8053
2025-08-15 2025-06-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 5,409 0 0.00 1 0.0766
2025-05-16 2025-03-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 5,409 -460 -7.84 1 0.0828
2025-02-14 2024-12-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 5,869 -40 -0.68 1 0.0753
2024-11-15 2024-09-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 5,909 -113 -1.88 1 0.0766
2024-08-14 2024-06-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 6,022 -2,035 -25.26 0 0.0687
2024-05-15 2024-03-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 8,057 -195 -2.36 1 0.0967
2024-02-14 2023-12-31 13F/A-1 WEC ENERGY GROUP Ordinary Share 92939U106 8,252 0 0.00 1 0.1032
2024-02-14 2023-12-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 84 1
2023-11-16 2023-09-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 8,252 -400 -4.62 1 0.1083
2023-08-16 2023-06-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 8,652 8,459 4,382.90 1 0.1191
2023-05-11 2023-03-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 193 -8,469 -97.77 0 0.0079
2023-02-08 2022-12-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 8,662 0 0.00 1 -100.00 0.1282
2022-11-15 2022-09-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 8,662 0 0.00 775 -11.12 0.1337
2022-08-10 2022-06-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 8,662 0 0.00 872 0.81 0.1409
2022-05-20 2022-03-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 8,662 -86 -0.98 865 1.88 0.1209
2022-02-04 2021-12-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 8,748 -2 -0.02 849 9.97 0.1105
2021-11-12 2021-09-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 8,750 -335 -3.69 772 -4.46 0.1110
2021-08-10 2021-06-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 9,085 -305 -3.25 808 -8.08 0.1135
2021-05-13 2021-03-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 9,390 -196 -2.04 879 -0.34 0.1329
2021-02-16 2020-12-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 9,586 30 0.31 882 -4.75 0.1419
2020-11-12 2020-09-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 9,556 0 0.00 926 10.50 0.1672
2020-08-11 2020-06-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 9,556 0 0.00 838 -0.48 0.1603
2020-05-04 2020-03-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 9,556 -300 -3.04 842 -7.37 0.1878
2020-02-13 2019-12-31 13F WEC ENERGY GROUP Ordinary Share 92939U106 9,856 0 0.00 909 -2.99 0.1574
2019-12-04 2019-09-30 13F WEC ENERGY GROUP Ordinary Share 92939U106 9,856 226 2.35 937 40.48 0.1733
2019-02-21 2018-12-31 13F WEC ENERGY GROUP Ordinary Shares 92939U106 9,630 -9,380 -49.34 667 -47.40 0.1485
2018-11-15 2018-09-30 13F WEC ENERGY GROUP Ordinary Shares 92939U106 19,010 19,010 1,268 0.2313
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.