WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership30,993 shares
Latest Disclosed Value $ 3,588,061
Johnson Financial Group, Inc. reports 2.47% decrease in ownership of WEC / WEC Energy Group, Inc.

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 30,993 shares of WEC Energy Group, Inc. (US:WEC) valued at $3,588,060 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 31,778 shares of WEC Energy Group, Inc.. This represents a change in shares of -2.47% during the quarter. The current value of the position is $3,500,969 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)
2026-05-07 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 30,993 -785 -2.47 3,588 7.07 0.1299
2026-02-12 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 31,778 -16,393 -34.03 3,351 -39.28 0.1254
2025-11-13 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 48,171 12,569 35.30 5,520 48.80 0.2071
2025-08-13 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 35,602 1,001 2.89 3,710 -1.62 0.1669
2025-05-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 34,601 -2,613 -7.02 3,771 2.09 0.1845
2025-02-14 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 37,214 19,164 106.17 3,694 112.73 0.1746
2024-11-13 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 18,050 8,746 94.00 1,736 138.13 0.0793
2024-08-14 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 9,304 5,209 127.20 730 116.96 0.0354
2024-05-14 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 4,095 -1,747 -29.90 336 -31.57 0.0181
2024-02-09 2023-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 5,842 966 19.81 492 25.26 0.0269
2024-02-09 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 5,842 966 492 0.0162
2023-11-14 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 4,876 -2,938 -37.60 393 -43.11 0.0273
2023-08-14 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 7,814 -3,501 -30.94 690 -35.73 0.0477
2023-05-12 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 11,315 4,839 74.72 1,073 76.61 0.0764
2023-02-13 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 6,476 -206 -3.08 607 0.00 0.0481
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 6,682 -6,828 -50.54 607 -55.37 0.0560
2022-08-15 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 13,510 -91 -0.67 1,360 0.22 0.0974
2022-05-16 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 13,601 -11,466 -45.74 1,357 -44.23 0.0959
2022-02-14 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 25,067 1,867 8.05 2,433 18.86 0.1543
2021-11-12 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 23,200 -3,692 -13.73 2,047 -14.46 0.1392
2021-08-13 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 26,892 592 2.25 2,393 -2.76 0.1565
2021-05-14 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 26,300 9,932 60.68 2,461 63.41 0.1655
2021-02-12 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 16,368 13,845 548.75 1,506 517.21 0.1288
2020-11-12 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 2,523 -279 -9.96 244 -0.81 0.0249
2020-08-11 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 2,802 -1,000 -26.30 246 -26.57 0.0264
2020-05-14 2020-03-31 13F WISCONSIN ENERGY COM 92939U106 3,802 2,032 114.80 335 105.52 0.0400
2020-02-14 2019-12-31 13F WISCONSIN ENERGY COM 92939U106 1,770 -253 -12.51 163 -15.10 0.0147
2019-11-12 2019-09-30 13F WISCONSIN ENERGY COM 92939U106 2,023 253 14.29 192 29.73 0.0176
2019-08-09 2019-06-30 13F WISCONSIN ENERGY COM 92939U106 1,770 19 1.09 148 7.25 0.0132
2019-05-13 2019-03-31 13F WISCONSIN ENERGY COM 92939U106 1,751 0 0.00 138 14.05 0.0122
2019-02-11 2018-12-31 13F WISCONSIN ENERGY COM 92939U106 1,751 0 0.00 121 3.42 0.0125
2018-11-09 2018-09-30 13F WISCONSIN ENERGY COM 92939U106 1,751 526 42.94 117 48.10 0.0119
2018-08-07 2018-06-30 13F WISCONSIN ENERGY COM 92939U106 1,225 -1,000 -44.94 79 -43.57 0.0087
2018-05-07 2018-03-31 13F WISCONSIN ENERGY COM 92939U106 2,225 0 0.00 140 -5.41 0.0167
2018-02-12 2017-12-31 13F WISCONSIN ENERGY COM 92939U106 2,225 225 11.25 148 17.46 0.0181
2017-11-09 2017-09-30 13F WISCONSIN ENERGY COM 92939U106 2,000 0 0.00 126 2.44 0.0166
2017-08-10 2017-06-30 13F WISCONSIN ENERGY COM 92939U106 2,000 0 0.00 123 1.65 0.0177
2017-05-12 2017-03-31 13F WISCONSIN ENERGY COM 92939U106 2,000 0 0.00 121 3.42 0.0152
2017-02-07 2016-12-31 13F/A-1 WISCONSIN ENERGY COM 92939U106 2,000 -650 -24.53 117 -26.42 0.0161
2017-02-02 2016-12-31 13F WISCONSIN ENERGY COM 92939U106 59
2016-11-14 2016-09-30 13F WISCONSIN ENERGY COM 92939U106 2,650 0 0.00 159 -8.09 0.0212
2016-08-12 2016-06-30 13F WISCONSIN ENERGY COM 92939U106 2,650 2,650 0.00 173 0.0240
2015-08-11 2015-06-30 13F WISCONSIN ENERGY CORP COM COM 976657106 0 -18,214 -100.00 0 -100.00
2015-05-12 2015-03-31 13F WISCONSIN ENERGY CORP COM COM 976657106 18,214 1,715 10.39 902 3.68 0.1936
2015-02-10 2014-12-31 13F WISCONSIN ENERGY CORP COM COM 976657106 16,499 -84 -0.51 870 22.02 0.2018
2014-11-14 2014-09-30 13F WISCONSIN ENERGY COM 976657106 16,583 107 0.65 713 -7.76 0.1859
2014-08-06 2014-06-30 13F WISCONSIN ENERGY COM 976657106 16,476 65 0.40 773 1.18 0.2038
2014-05-14 2014-03-31 13F WISCONSIN ENERGY COM 976657106 16,411 -892 -5.16 764 6.85 0.2233
2014-02-11 2013-12-31 13F WISCONSIN ENERGY COM 976657106 17,303 -8,920 -34.02 715 -32.48 0.2069
2013-11-14 2013-09-30 13F WISCONSIN ENERGY COM 976657106 26,223 960 3.80 1,059 2.22 0.3213
2013-08-14 2013-06-30 13F WISCONSIN ENERGY COM 976657106 25,263 25,263 1,036 0.2884
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.