WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership254,992 shares
Latest Disclosed Value $ 29,520,424
Mackenzie Financial Corp reports 470.45% increase in ownership of WEC / WEC Energy Group, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 254,992 shares of WEC Energy Group, Inc. (US:WEC) valued at $29,520,424 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 44,700 shares of WEC Energy Group, Inc.. This represents a change in shares of 470.45% during the quarter. The current value of the position is $28,061,870 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 COM 92939U106 254,992 210,292 470.45 29,520 523.84 0.0354
2026-02-18 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 44,700 3,064 7.36 4,733 -0.82 0.0056
2025-11-13 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 41,636 6,107 17.19 4,771 28.88 0.0058
2025-08-13 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 35,529 -17,233 -32.66 3,702 -35.62 0.0048
2025-05-07 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 52,762 13,841 35.56 5,750 57.10 0.0082
2025-05-02 2024-12-31 13F/A-2 WEC ENERGY GROUP COM 92939U106 38,921 -43,272 -52.65 3,660 -53.70 0.0050
2025-02-20 2024-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 38,921 -43,272 3,660 0.0048
2025-02-14 2024-12-31 13F WEC Energy Group Common Stock 92939U106 38,921 -43,272 3,649 0.0052
2024-11-13 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 82,193 54,962 201.84 7,905 270.08 0.0110
2024-08-14 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 27,231 -167 -0.61 2,137 -5.02 0.0032
2024-05-10 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 27,398 1,249 4.78 2,250 2.23 0.0032
2024-01-30 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 26,149 -699 -2.60 2,201 4.76 0.0033
2023-10-25 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 26,848 517 1.96 2,101 -10.68 0.0035
2023-08-03 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 26,331 -82,158 -75.73 2,352 -77.14 0.0036
2023-04-24 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 108,489 -4,706 -4.16 10,284 -3.11 0.0159
2023-02-14 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 113,195 825 0.73 10,613 5.61 0.0177
2022-10-07 2022-09-30 13F WEC Energy Group Common Stock 92939U106 112,370 107 0.10 10,049 -11.06 0.0173
2022-08-10 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 112,263 7,949 7.62 11,298 8.51 0.0181
2022-05-13 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 104,314 2,219 2.17 10,412 5.07 0.0140
2022-02-14 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 102,095 27,940 37.68 9,910 51.53 0.0134
2021-11-08 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 74,155 5,677 8.29 6,540 7.37 0.0093
2021-08-11 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 68,478 -69,559 -50.39 6,091 -52.85 0.0085
2021-05-14 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 138,037 56,570 69.44 12,919 72.32 0.0197
2021-02-10 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 81,467 12,011 17.29 7,497 11.40 0.0162
2020-11-13 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 69,456 18,195 35.49 6,730 49.79 0.0167
2020-08-13 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 51,261 9,673 23.26 4,493 22.59 0.0120
2020-05-14 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 41,588 -22,652 -35.26 3,665 -38.14 0.0118
2020-02-13 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 64,240 11,110 20.91 5,925 17.26 0.0146
2019-11-14 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 53,130 -2,592 -4.65 5,053 8.76 0.0133
2019-08-23 2019-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 55,722 -38,244 -40.70 4,646 -37.48 0.0120
2019-08-14 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 55,722 -38,244 4,646
2019-05-15 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 93,966 -72,726 -43.63 7,431 -35.63 0.0179
2019-02-06 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 166,692 88,865 114.18 11,545 122.19 0.0303
2018-11-15 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 77,827 10,022 14.78 5,196 18.52 0.0126
2018-08-13 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 67,805 24,864 57.90 4,384 62.85 0.0112
2018-05-14 2018-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 42,941 -105,321 -71.04 2,692 -72.67 0.0069
2018-05-14 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 42,941 2,692
2018-02-13 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 148,262 148,262 9,849 0.0238
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.