WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership31,106 shares
Latest Disclosed Value $ 3,601,248
Level Four Advisory Services, Llc reports 9.12% increase in ownership of WEC / WEC Energy Group, Inc.

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 31,106 shares of WEC Energy Group, Inc. (US:WEC) valued at $3,601,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 28,506 shares of WEC Energy Group, Inc.. This represents a change in shares of 9.12% during the quarter. The current value of the position is $3,423,215 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)
2026-05-14 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 31,106 2,600 9.12 3,601 19.79 0.1182
2026-02-13 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 28,506 1,565 5.81 3,006 -2.62 0.0984
2025-11-12 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 26,941 694 2.64 3,087 12.91 0.1057
2025-08-13 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 26,247 -4,344 -14.20 2,735 -17.97 0.1008
2025-05-14 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 30,591 1,195 4.07 3,334 20.59 0.1371
2025-02-12 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 29,396 653 2.27 2,764 0.69 0.1130
2024-11-14 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 28,743 2,243 8.46 2,746 32.03 0.1156
2024-08-09 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 26,500 26,500 2,079 0.0937
2023-11-13 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 0 -3,618 -100.00 0 -100.00
2023-07-10 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 3,618 -584 -13.90 319 -19.85 0.0192
2023-06-05 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 4,202 4,202 398 0.0261
2022-08-08 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 0 -2,281 -100.00 0 -100.00
2022-05-10 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 2,281 2,281 228 0.0179
2021-10-12 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 0 -2,286 -100.00 0 -100.00
2021-08-09 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 2,286 -11,130 -82.96 203 -83.84 0.0140
2021-05-10 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 13,416 175 1.32 1,256 3.04 0.0975
2021-02-10 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 13,241 1 0.01 1,219 -4.99 0.0978
2020-11-02 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 13,240 -771 -5.50 1,283 4.48 0.0988
2020-08-17 2020-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 14,011 -1,777 -11.26 1,228 -11.59 0.0950
2020-05-13 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 15,788 -2,409 -13.24 1,389 -89.97 0.1666
2020-02-13 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 18,197 755 4.33 13,851 734.90 0.5484
2019-11-12 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 17,442 14,895 584.81 1,659 682.55 0.1717
2019-08-14 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 2,547 2,547 212 0.0214
2019-05-14 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -3,856 -100.00 0 -100.00
2019-02-07 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 3,856 3,856 267 0.0333
2018-02-13 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 0 -3,605 -100.00 0 -100.00
2018-04-03 2017-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 3,605 -1,736 -32.50 226 -30.89 0.0200
2017-11-15 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 3,688 -1,653 237
2017-09-20 2017-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 5,341 0 0.00 327 0.00 0.0503
2017-07-12 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 5,341 327
2017-09-20 2017-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 5,341 -1,360 -20.30 327 -16.79 0.0333
2017-05-15 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 5,341 -1,360 327
2017-02-14 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 6,701 6,701 393 0.0502
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.