WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership394,752 shares
Latest Disclosed Value $ 45,700
Natixis Advisors, L.p. reports 15.96% increase in ownership of WEC / WEC Energy Group, Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 394,752 shares of WEC Energy Group, Inc. (US:WEC) valued at $45,700,439 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 340,429 shares of WEC Energy Group, Inc.. This represents a change in shares of 15.96% during the quarter. The current value of the position is $43,442,458 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 394,752 54,323 15.96 46 28.57 0.0636
2026-02-10 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 340,429 -49,361 -12.66 36 -20.45 0.0509
2025-11-13 2025-09-30 13F WEC ENERGY GROUP INC COM 92939U106 389,790 7,682 2.01 45 12.82 0.0652
2025-08-13 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 382,108 25,028 7.01 40 2.63 0.0632
2025-05-08 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 357,080 61,473 20.80 39 40.74 0.0719
2025-02-10 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 295,607 19,773 7.17 28 3.85 0.0519
2024-11-06 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 275,834 40,735 17.33 27 44.44 0.0517
2024-08-01 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 235,099 12,591 5.66 18 0.00 0.0401
2024-04-25 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 222,508 37,791 20.46 18 20.00 0.0420
2024-02-06 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 184,717 29,086 18.69 16 25.00 0.0409
2023-11-13 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 155,631 -32,757 -17.39 13 -25.00 0.0383
2023-08-15 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 188,388 27,798 17.31 17 6.67 0.0513
2023-05-11 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 160,590 13,814 9.41 15 15.38 0.0524
2023-01-27 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 146,776 7,806 5.62 14 -99.90 0.0520
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 138,970 18,727 15.57 12,428 2.70 0.0526
2022-08-12 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 120,243 7,966 7.09 12,101 7.99 0.0532
2022-05-12 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 112,277 49,373 78.49 11,206 83.52 0.0427
2022-02-08 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 62,904 10,629 20.33 6,106 32.42 0.0233
2021-11-15 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 52,275 -2,878 -5.22 4,611 -6.01 0.0190
2021-08-12 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 55,153 -1,518 -2.68 4,906 -7.49 0.0229
2021-05-05 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 56,671 306 0.54 5,303 2.22 0.0277
2021-02-12 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 56,365 -2,613 -4.43 5,188 -9.22 0.0299
2020-11-12 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 58,978 2,666 4.73 5,715 15.78 0.0360
2020-08-11 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 56,312 -26,582 -32.07 4,936 -32.44 0.0328
2020-04-27 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 82,894 12,775 18.22 7,306 12.97 0.0595
2020-02-10 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 70,119 1,633 2.38 6,467 -0.71 0.0456
2019-11-12 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 68,486 -5,774 -7.78 6,513 5.18 0.0517
2019-08-12 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 74,260 49 0.07 6,192 5.52 0.0506
2019-05-15 2019-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 74,211 -2,518 -3.28 5,868 10.43 0.0514
2019-05-15 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 74,211 -2,518 5,868
2019-02-13 2018-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 76,729 -1,218 -1.56 5,314 2.13 0.0525
2019-02-13 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 76,729 -1,218 5,314
2018-11-13 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 77,947 -1,958 -2.45 5,203 0.72 0.0458
2018-08-14 2018-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 79,905 52,613 192.78 5,166 201.93 0.0493
2018-08-14 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 79,905 5,166
2018-05-10 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 27,292 6,382 30.52 1,711 23.18 0.0169
2018-02-14 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 20,910 -7,351 -26.01 1,389 -21.70 0.0141
2017-11-14 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 28,261 -2,187 -7.18 1,774 -5.08 0.0187
2017-07-27 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 30,448 -183 -0.60 1,869 0.65 0.0202
2017-05-12 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 30,631 2,493 8.86 1,857 12.55 0.0206
2017-02-07 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 28,138 -3,114 -9.96 1,650 -11.81 0.0198
2016-11-04 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 31,252 -2,601 -7.68 1,871 -15.38 0.0242
2016-08-01 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 33,853 1,264 3.88 2,211 12.92 0.0306
2016-05-06 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 32,589 6,807 26.40 1,958 48.00 0.0293
2016-02-12 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 25,782 7,108 38.06 1,323 35.69 0.0217
2015-11-12 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 18,674 -11,700 -38.52 975 -28.62 0.0169
2015-08-14 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 30,374 13,991 85.40 1,366 68.43 0.0232
2015-05-15 2015-03-31 13F WISCONSIN ENERGY COM 976657106 16,383 1,206 7.95 811 1.38 0.0142
2015-02-05 2014-12-31 13F WISCONSIN ENERGY COM 976657106 15,177 1,963 14.86 800 40.85 0.0150
2014-11-03 2014-09-30 13F WISCONSIN ENERGY COM 976657106 13,214 4,048 44.16 568 32.09 0.0114
2014-08-13 2014-06-30 13F WISCONSIN ENERGY COM 976657106 9,166 -2,880 -23.91 430 -23.35 0.0062
2014-05-13 2014-03-31 13F WISCONSIN ENERGY COM 976657106 12,046 2,124 21.41 561 36.83 0.0086
2014-02-12 2013-12-31 13F WISCONSIN ENERGY COM 976657106 9,922 9,922 410 0.0067
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.