WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionArgent Trust Co
Latest Disclosed Ownership3,141 shares
Latest Disclosed Value $ 363,634
Argent Trust Co reports 28.89% increase in ownership of WEC / WEC Energy Group, Inc.

On May 13, 2026 - Argent Trust Co filed a 13F-HR form disclosing ownership of 3,141 shares of WEC Energy Group, Inc. (US:WEC) valued at $363,634 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,437 shares of WEC Energy Group, Inc.. This represents a change in shares of 28.89% during the quarter. The current value of the position is $345,667 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)
2026-05-13 2026-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 3,141 704 28.89 364 41.25 0.0048
2026-02-10 2025-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,437 33 1.37 257 -6.55 0.0088
2025-11-12 2025-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,404 -68 -2.75 275 7.00 0.0098
2025-08-12 2025-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,472 -170 -6.43 258 -10.45 0.0097
2025-05-09 2025-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,642 -46 -1.71 288 13.89 0.0118
2025-02-13 2024-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,688 -100 -3.59 253 -5.97 0.0103
2024-11-13 2024-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,788 2,788 268 0.0111
2024-05-10 2024-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 0 -2,486 -100.00 0 -100.00
2024-02-09 2023-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,486 2,486 209 0.0104
2023-11-08 2023-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 0 -2,923 -100.00 0 -100.00
2023-08-11 2023-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,923 137 4.92 258 -2.65 0.0140
2023-05-12 2023-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,786 150 5.69 264 6.88 0.0167
2023-02-10 2022-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,636 -224 -7.83 247 -3.14 0.0163
2022-11-10 2022-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,860 -154 -5.11 255 -15.84 0.0185
2022-08-11 2022-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 3,014 3,014 303 0.0208
2020-08-04 2020-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 0 -2,786 -100.00 0 -100.00
2020-05-11 2020-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 2,786 -398 -12.50 245 -16.38 0.0275
2020-02-11 2019-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 3,184 3,184 293 0.0261
2019-11-12 2019-09-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 0 -2,564 -100.00 0 -100.00
2019-08-13 2019-06-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 2,564 -368 -12.55 213 -7.79 0.0216
2019-05-15 2019-03-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 2,932 2,932 231 0.0242
2017-02-14 2016-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 0 -4,437 -100.00 0 -100.00
2016-11-09 2016-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 4,437 -814 -15.50 266 -22.45 0.1129
2016-08-04 2016-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 5,251 -270 -4.89 343 3.31 0.1509
2016-05-10 2016-03-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 5,521 93 1.71 332 19.42 0.1610
2016-02-11 2015-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 5,428 323 6.33 278 4.51 0.1384
2015-11-06 2015-09-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 5,105 0 0.00 266 16.16 0.1512
2015-08-10 2015-06-30 13F WEC ENERGY GROUP COMMON STOCK 92939U106 5,105 0 0.00 229 -9.13 0.1154
2015-05-07 2015-03-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 5,105 -112 -2.15 252 -8.36 0.1273
2015-02-13 2014-12-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 5,217 5,217 275 0.1654
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.