WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership2,895 shares
Latest Disclosed Value $ 335,154
Principle Wealth Partners Llc ownership in WEC / WEC Energy Group, Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 2,895 shares of WEC Energy Group, Inc. (US:WEC) valued at $335,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,895 shares of WEC Energy Group, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $318,595 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 2,895 0 0.00 335 9.84 0.0192
2026-02-06 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 2,895 0 0.00 305 -7.85 0.0172
2025-11-03 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 2,895 0 0.00 332 9.97 0.0193
2025-07-30 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 2,895 125 4.51 302 0.00 0.0188
2025-05-06 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 2,770 0 0.00 302 15.77 0.0216
2025-01-29 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 2,770 0 0.00 260 -2.26 0.0183
2024-11-13 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 2,770 0 0.00 266 22.58 0.0189
2024-08-13 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 2,770 0 0.00 217 -4.41 0.0165
2024-04-23 2024-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,770 0 0.00 227 -2.58 0.0178
2024-04-23 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 2,770 0 227 0.0178
2024-02-05 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 2,770 0 0.00 233 4.48 0.0201
2023-11-01 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 2,770 0 0.00 223 -8.61 0.0224
2023-07-31 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 2,770 0 0.00 244 -6.87 0.0246
2023-05-10 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 2,770 0 0.00 263 1.16 0.0281
2023-02-02 2022-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,770 0 0.00 260 4.44 0.0294
2022-11-14 2022-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,770 188 7.28 248 -4.62 0.0234
2022-08-02 2022-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,582 -47 -1.79 260 -0.76 0.0313
2022-05-12 2022-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,629 -52 -1.94 262 0.77 0.0276
2022-02-11 2021-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,681 0 0.00 260 10.17 0.0273
2021-11-16 2021-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,681 -55 -2.01 236 -2.88 0.0272
2021-08-13 2021-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,736 -54 -1.94 243 -6.90 0.0276
2021-05-18 2021-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,790 -10 -0.36 261 1.16 0.0305
2021-02-16 2020-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,800 600 27.27 258 21.13 0.0340
2020-11-16 2020-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,200 0 0.00 213 10.36 0.0594
2020-08-14 2020-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,200 2,200 193 0.0567
2020-05-13 2020-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 0 -2,200 -100.00 0 -100.00
2020-02-04 2019-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,200 0 0.00 203 -2.87 0.0648
2019-11-05 2019-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,200 2,200 209 0.0723
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.