WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionClean Yield Group
Latest Disclosed Ownership617 shares
Latest Disclosed Value $ 71,430
Clean Yield Group reports 28.84% decrease in ownership of WEC / WEC Energy Group, Inc.

On April 14, 2026 - Clean Yield Group filed a 13F-HR form disclosing ownership of 617 shares of WEC Energy Group, Inc. (US:WEC) valued at $71,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 867 shares of WEC Energy Group, Inc.. This represents a change in shares of -28.84% during the quarter. The current value of the position is $67,901 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)
2026-04-14 2026-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 617 -250 -28.84 71 -21.98 0.0201
2026-01-26 2025-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 867 0 0.00 91 -8.08 0.0254
2025-10-23 2025-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 867 0 0.00 99 10.00 0.0281
2025-07-17 2025-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 867 0 0.00 90 -4.26 0.0270
2025-04-14 2025-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 867 97 12.60 94 30.56 0.0308
2025-01-13 2024-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 770 -200 -20.62 72 -22.58 0.0230
2024-10-07 2024-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 970 0 0.00 93 22.37 0.0296
2024-07-10 2024-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 970 -500 -34.01 76 -36.67 0.0284
2024-05-29 2024-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,470 0 0.00 121 -2.44 0.0470
2024-01-24 2023-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,470 0 0.00 124 1.65 0.0521
2023-10-12 2023-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,470 0 0.00 122 -6.20 0.0541
2023-07-26 2023-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,470 -200 -11.98 130 -18.35 0.0534
2023-04-26 2023-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 158 1.28 0.0674
2023-01-31 2022-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 157 4.70 0.0673
2022-10-31 2022-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 149 -11.31 0.0691
2022-07-18 2022-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 168 0.60 0.0694
2022-04-25 2022-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 167 3.09 0.0590
2022-01-24 2021-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 162 10.20 0.0518
2021-10-27 2021-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 147 -1.34 0.0482
2021-07-26 2021-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 1,670 149 0.0506
2021-04-26 2021-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 0 -1,670 -100.00 0 -100.00
2021-01-26 2020-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 -32 -1.88 154 -6.67 0.0554
2020-10-16 2020-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,702 32 1.92 165 13.01 0.0669
2020-07-22 2020-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 146 -0.68 0.0631
2020-04-20 2020-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 147 -4.55 0.0698
2020-01-17 2019-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 154 -3.14 0.0483
2019-10-23 2019-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 159 14.39 0.0524
2019-07-22 2019-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 139 5.30 0.0502
2019-04-24 2019-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 0 0.00 132 13.79 0.0534
2019-01-23 2018-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,670 1,670 0.00 116 -12.12 0.0505
2017-07-17 2017-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 0 -10,976 -100.00 0 -100.00
2017-05-03 2017-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 10,976 1,670 17.95 665 21.79 0.2802
2017-01-24 2016-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 9,306 0 0.00 546 -1.97 0.2463
2016-10-28 2016-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 9,306 0 0.00 557 -8.39 0.2421
2016-07-27 2016-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 9,306 0 0.00 608 11.56 0.2610
2016-04-15 2016-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 9,306 0 0.00 545 10.10 0.2423
2016-01-27 2015-12-31 13F WISCONSIN ENERGY Stock 92939U106 9,306 0 0.00 495 2.48 0.2442
2015-10-29 2015-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 9,306 9,306 483 0.2278
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.