WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership151,297 shares
Latest Disclosed Value $ 17,515,653
Td Asset Management Inc reports 0.99% increase in ownership of WEC / WEC Energy Group, Inc.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 151,297 shares of WEC Energy Group, Inc. (US:WEC) valued at $17,515,654 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 149,821 shares of WEC Energy Group, Inc.. This represents a change in shares of 0.99% during the quarter. The current value of the position is $17,088,996 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)
2026-05-11 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 151,297 1,476 0.99 17,516 10.85 0.0142
2026-02-10 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 149,821 -36,452 -19.57 15,800 -25.98 0.0127
2025-11-10 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 186,273 52 0.03 21,345 10.00 0.0173
2025-07-28 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 186,221 11,097 6.34 19,404 1.67 0.0166
2025-05-07 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 175,124 -11,789 -6.31 19,085 8.58 0.0176
2025-02-11 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 186,913 -258 -0.14 17,577 -1.41 0.0156
2024-11-01 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 187,171 6,028 3.33 17,830 25.45 0.0157
2024-08-02 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 181,143 1,471 0.82 14,212 -3.67 0.0133
2024-05-08 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 179,672 -498 -0.28 14,755 -2.70 0.0137
2024-02-12 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 180,170 -160,987 -47.19 15,165 -44.82 0.0149
2023-10-27 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 341,157 -57,306 -14.38 27,480 -21.84 0.0333
2023-08-09 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 398,463 -37,806 -8.67 35,160 -14.98 0.0400
2023-05-10 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 436,269 -22,482 -4.90 41,354 -3.86 0.0499
2023-02-07 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 458,751 -139,167 -23.28 43,012 -21.65 0.0531
2022-11-07 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 597,918 -101,242 -14.48 54,895 -21.98 0.0687
2022-08-04 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 699,160 669,764 2,278.42 70,363 2,298.19 0.0815
2022-05-10 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 29,396 -857,397 -96.69 2,934 -96.59 0.0017
2022-05-10 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 819,696 81,814
2022-02-10 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 886,793 -69,361 -7.25 86,081 2.07 0.0721
2021-11-09 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 956,154 10,133 1.07 84,332 -5.31 0.0876
2021-08-11 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 946,021 -117,403 -11.04 89,058 -10.52 0.0904
2021-05-14 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 1,063,424 233,353 28.11 99,526 30.28 0.1112
2021-02-16 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 830,071 215,937 35.16 76,392 28.37 0.0928
2020-11-10 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 614,134 51,051 9.07 59,510 20.58 0.0826
2020-08-13 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 563,083 145,804 34.94 49,354 34.21 0.0702
2020-05-15 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 417,279 -10,540 -2.46 36,775 -6.80 0.0622
2020-02-11 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 427,819 10,734 2.57 39,458 -0.52 0.0573
2019-11-07 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 417,085 -82,624 -16.53 39,665 -4.79 0.0606
2019-08-01 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 499,709 -41,874 -7.73 41,661 -2.72 0.0624
2019-05-08 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 541,583 -22,604 -4.01 42,828 9.60 0.0654
2019-02-01 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 564,187 51,753 10.10 39,075 14.22 0.0680
2018-11-01 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 512,434 8,829 1.75 34,210 5.07 0.0506
2018-07-31 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 503,605 -142,307 -22.03 32,559 -19.61 0.0496
2018-05-11 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 645,912 -13,674 -2.07 40,499 -7.57 0.0620
2018-02-02 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 659,586 -152,016 -18.73 43,816 -14.01 0.0638
2017-11-09 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 811,602 -51,096 -5.92 50,952 -3.78 0.0764
2017-08-01 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 862,698 -19,005 -2.16 52,953 -0.94 0.0834
2017-05-05 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 881,703 -3,780 -0.43 53,457 2.93 0.0853
2017-02-08 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 885,483 60,808 7.37 51,933 5.17 0.0876
2016-11-02 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 824,675 -44,919 -5.17 49,381 -13.04 0.0854
2016-08-04 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 869,594 2,461 0.28 56,785 9.02 0.1030
2016-05-05 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 867,133 31,349 3.75 52,089 21.46 0.0974
2016-02-04 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 835,784 27,303 3.38 42,884 1.58 0.0851
2015-11-12 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 808,481 110,524 15.84 42,219 34.51 0.0831
2015-08-11 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 697,957 50,861 7.86 31,387 -2.01 0.0560
2015-04-28 2015-03-31 13F WISCONSIN ENERGY COM 976657106 647,096 647,096 0.00 32,031 0.0578
2015-01-30 2014-12-31 13F WISCONSIN ENERGY COM 976657106 0 -878,401 -100.00 0 -100.00
2014-11-06 2014-09-30 13F WISCONSIN ENERGY COM 976657106 878,401 132,191 17.71 37,771 7.88 0.0651
2014-08-12 2014-06-30 13F WISCONSIN ENERGY COM 976657106 746,210 21,200 2.92 35,012 3.74 0.0597
2014-05-09 2014-03-31 13F WISCONSIN ENERGY COM 976657106 725,010 24,700 3.53 33,749 16.57 0.0614
2014-02-07 2013-12-31 13F WISCONSIN ENERGY COM 976657106 700,310 32,600 4.88 28,951 7.38 0.0541
2013-11-08 2013-09-30 13F WISCONSIN ENERGY COM 976657106 667,710 15,400 2.36 26,962 0.84 0.0536
2013-07-24 2013-06-30 13F WISCONSIN ENERGY COM 976657106 652,310 652,310 26,738 0.0573
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.