WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership27,136 shares
Latest Disclosed Value $ 3,141,548
Savant Capital, LLC reports 6.00% increase in ownership of WEC / WEC Energy Group, Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 27,136 shares of WEC Energy Group, Inc. (US:WEC) valued at $3,141,535 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 25,601 shares of WEC Energy Group, Inc.. This represents a change in shares of 6.00% during the quarter. The current value of the position is $2,986,317 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)
2026-05-04 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 27,136 1,535 6.00 3,142 16.38 0.0152
2026-02-10 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 25,601 2,307 9.90 2,700 1.12 0.0154
2026-03-04 2025-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 23,294 1,923 9.00 2,669 19.90 0.0162
2025-11-05 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 28,574 6,249 3,274 0.0173
2026-03-04 2025-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 21,371 -487 -2.23 2,227 -6.55 0.0160
2025-08-06 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 22,325 -643 2,326 0.0144
2026-03-04 2025-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 21,858 -931 -4.09 2,382 11.15 0.0202
2025-05-08 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 22,968 179 2,503 0.0182
2025-01-29 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 22,789 794 3.61 2,143 1.32 0.0168
2024-11-04 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 21,995 1,686 8.30 2,115 32.77 0.0176
2024-08-05 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 20,309 -2,807 -12.14 1,593 -16.07 0.0159
2024-05-06 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 23,116 2,958 14.67 1,898 11.91 0.0218
2024-02-05 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 20,158 59 0.29 1,697 4.82 0.0219
2023-11-07 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 20,099 -774 -3.71 1,619 -12.11 0.0242
2023-08-04 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 20,873 630 3.11 1,842 -4.01 0.0288
2023-05-03 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 20,243 -87 -0.43 1,919 0.63 0.0357
2023-02-13 2022-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 20,330 747 3.81 1,906 8.85 0.0466
2023-02-07 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 20,330 747 1,906 0.0465
2022-10-31 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 19,583 6,124 45.50 1,751 29.23 0.0545
2022-07-22 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 13,459 791 6.24 1,355 7.11 0.0411
2022-05-05 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 12,668 -169 -1.32 1,265 1.52 0.0414
2022-02-08 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 12,837 -286 -2.18 1,246 7.69 0.0403
2021-11-12 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 13,123 -5 -0.04 1,157 -0.94 0.0422
2021-08-04 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 13,128 1 0.01 1,168 -4.96 0.0471
2021-05-04 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 13,127 370 2.90 1,229 4.68 0.0659
2021-02-03 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 12,757 -500 -3.77 1,174 -8.64 0.0683
2020-11-04 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 13,257 279 2.15 1,285 12.92 0.0879
2020-08-11 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 12,978 29 0.22 1,138 -0.26 0.0862
2020-04-30 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 12,949 -284 -2.15 1,141 -6.48 0.1083
2020-01-31 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 13,233 234 1.80 1,220 -1.29 0.1496
2019-11-12 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 12,999 -1,109 -7.86 1,236 5.10 0.1716
2019-08-06 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 14,108 14,108 179.31 1,176 441.94 0.1657
2015-08-11 2015-06-30 13F WISCONSIN ENERGY COM 976657106 0 -6,004 -100.00 0 -100.00
2015-05-13 2015-03-31 13F WISCONSIN ENERGY COM 976657106 6,004 250 4.34 297 -1.98 0.1052
2015-02-09 2014-12-31 13F WISCONSIN ENERGY COM 976657106 5,754 703 13.92 303 39.63 0.1148
2014-10-28 2014-09-30 13F WISCONSIN ENERGY COM 976657106 5,051 5,051 217 0.0923
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.