WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership4,742,853 shares
Latest Disclosed Value $ 549,080,356
Morgan Stanley reports 16.63% increase in ownership of WEC / WEC Energy Group, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 4,742,853 shares of WEC Energy Group, Inc. (US:WEC) valued at $549,080,092 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 4,066,576 shares of WEC Energy Group, Inc.. This represents a change in shares of 16.63% during the quarter. The current value of the position is $521,950,973 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)
2026-05-15 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 4,742,853 676,277 16.63 549,080 28.03 0.0331
2026-05-27 2025-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 4,066,576 -36,988 -0.90 428,861 -8.80 0.0256
2026-02-13 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 4,066,576 -36,988 428,861 0.0256
2026-05-27 2025-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 4,103,564 -152,377 -3.58 470,228 6.03 0.0285
2025-11-14 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 4,103,564 -152,377 470,228 0.0285
2025-08-15 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 4,255,941 506,145 13.50 443,469 8.52 0.0289
2025-05-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 3,749,796 235,255 6.69 408,653 23.64 0.0292
2025-05-15 2024-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 3,514,541 -1,494 -0.04 330,508 -2.27 0.0232
2025-02-14 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 3,514,541 -1,494 330,508 0.0232
2025-05-14 2024-09-30 13F/A-2 WEC ENERGY GROUP COM 92939U106 3,516,035 -109,833 -3.03 338,173 18.87 0.0245
2025-02-14 2024-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 3,516,035 -109,833 338,173 0.0245
2024-11-14 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 3,516,035 -109,833 338,173 0.0029
2025-05-14 2024-06-30 13F/A-2 WEC ENERGY GROUP COM 92939U106 3,625,868 69,186 1.95 284,486 -2.60 0.0220
2024-10-17 2024-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 3,625,868 69,186 284,486 0.0220
2024-08-14 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 3,625,868 69,186 284,486 0.0220
2024-10-17 2024-03-31 13F/A-2 WEC ENERGY GROUP COM 92939U106 3,556,682 -448,687 -11.20 292,075 -13.37 0.0234
2024-08-16 2024-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 3,556,682 -448,687 292,075 0.0027
2024-05-15 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 3,556,682 -448,687 292,075 0.0234
2024-08-16 2023-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 4,005,369 651,188 19.41 337,132 24.78 0.0297
2024-02-13 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 4,005,369 651,188 337,132 0.0297
2023-11-15 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 3,354,181 44,797 1.35 270,179 -7.48 0.0275
2023-08-14 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 3,309,384 108,235 3.38 292,020 -3.76 0.0288
2023-05-15 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 3,201,149 -35,267 -1.09 303,437 0.00 0.0325
2023-02-14 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 3,236,416 277,337 9.37 303,446 14.67 0.0345
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 2,959,079 87,553 3.05 264,631 -8.43 0.0361
2022-10-27 2022-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,871,526 1,614,156 128.38 288,990 130.27 0.0375
2022-08-15 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 2,871,526 1,614,156 288,990 0.0375
2022-10-27 2022-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 1,257,370 17,843 1.44 125,498 4.30 0.0169
2022-05-13 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 1,257,370 17,843 125,498 0.0169
2022-02-14 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 1,239,527 -22,725 -1.80 120,320 8.07 0.0149
2021-11-15 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 1,262,252 6,245 0.50 111,331 -0.35 0.0150
2021-08-23 2021-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 1,256,007 81,598 6.95 111,720 1.64 0.0147
2021-08-16 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 1,256,007 81,598 111,720 0.0031
2021-05-17 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 1,174,409 -135,362 -10.33 109,912 -8.82 0.0161
2021-02-16 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 1,309,771 299,025 29.58 120,539 23.07 0.0186
2020-11-13 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 1,010,746 -32,035 -3.07 97,941 7.16 0.0189
2020-08-14 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 1,042,781 184,687 21.52 91,400 20.86 0.0202
2020-05-26 2020-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 858,094 -279,493 -24.57 75,625 -27.92 0.0206
2020-05-15 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 858,094 -279,493 75,625 5,809.5765
2020-02-14 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 1,137,587 121,972 12.01 104,920 8.63 0.0244
2019-11-14 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 1,015,615 -86,379 -7.84 96,585 5.13 0.0256
2019-08-14 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 1,101,994 -87,878 -7.39 91,874 -2.36 0.0245
2019-05-15 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 1,189,872 -1,152,612 -49.20 94,096 -42.00 0.0266
2019-02-14 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 2,342,484 291,873 14.23 162,241 18.51 0.0485
2019-04-23 2018-09-30 13F/A-2 WEC ENERGY GROUP COM 92939U106 2,050,611 140,574 7.36 136,897 10.86 0.0343
2018-11-20 2018-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,050,611 0 136,897 0.0343
2018-11-14 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 2,050,611 140,574 136,897
2019-04-23 2018-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 1,910,037 -618,353 -24.46 123,485 -22.11 0.0334
2018-08-14 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 1,910,037 -618,353 123,485
2019-04-23 2018-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,528,390 -78,140 -3.00 158,531 -8.44 0.0440
2018-05-14 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 2,528,390 -78,140 158,531
2019-04-23 2017-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,606,530 334,382 14.72 173,151 21.39 0.0474
2018-02-14 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 2,606,530 334,382 173,151
2017-11-14 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 2,272,148 -21,072 -0.92 142,646 1.34 0.0427
2017-08-11 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 2,293,220 216,515 10.43 140,759 11.79 0.0425
2017-05-22 2017-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,076,705 -327,652 -13.63 125,910 -10.71 0.0387
2017-05-12 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 2,076,705 125,910
2017-02-22 2016-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,404,357 -18,017 -0.74 141,017 -2.78 0.0462
2017-02-13 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 2,404,357 141,017
2016-11-10 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 2,422,374 1,207,561 99.40 145,053 82.85 0.0495
2016-08-12 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 1,214,813 290,246 31.39 79,328 42.83 0.0287
2016-05-12 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 924,567 58,662 6.77 55,539 25.01 0.0214
2016-02-09 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 865,905 103,758 13.61 44,428 11.63 0.0161
2016-02-08 2015-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 762,147 -512,313 -40.20 39,801 -30.55 0.0147
2015-11-09 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 762,147 39,801
2015-08-12 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 1,274,460 303,521 31.26 57,311 19.24 0.0199
2015-05-14 2015-03-31 13F WISCONSIN ENERGY COM 976657106 970,939 -83,257 -7.90 48,062 -13.55 0.0177
2015-02-13 2014-12-31 13F WISCONSIN ENERGY COM 976657106 1,054,196 131,177 14.21 55,597 40.08 0.0203
2014-12-16 2014-09-30 13F/A-1 WISCONSIN ENERGY COM 976657106 923,019 -58,819 -5.99 39,689 -13.16 0.0153
2014-11-14 2014-09-30 13F WISCONSIN ENERGY COM 976657106 923,019 39,689
2014-05-13 2014-03-31 13F WISCONSIN ENERGY COM 976657106 981,838 -174,392 -15.08 45,706 -4.38 0.0191
2014-02-13 2013-12-31 13F WISCONSIN ENERGY COM 976657106 1,156,230 -80,293 -6.49 47,798 -4.27 0.0203
2013-11-13 2013-09-30 13F WISCONSIN ENERGY CORP COM S COM 976657106 1,236,523 235,568 23.53 49,932 21.69 0.0236
2013-08-08 2013-06-30 13F WISCONSIN ENERGY CORP COM S COM 976657106 1,000,955 1,000,955 41,031 0.0207
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.