WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionWealth Alliance
Latest Disclosed Ownership20,043 shares
Latest Disclosed Value $ 2,320,343
Wealth Alliance reports 38.33% increase in ownership of WEC / WEC Energy Group, Inc.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 20,043 shares of WEC Energy Group, Inc. (US:WEC) valued at $2,320,378 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,489 shares of WEC Energy Group, Inc.. This represents a change in shares of 38.33% during the quarter. The current value of the position is $2,205,732 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 20,043 5,554 38.33 2,320 51.83 0.2291
2026-02-13 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 14,489 -72 -0.49 1,528 -8.39 0.1496
2025-11-07 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 14,561 36 0.25 1,669 10.24 0.1716
2025-08-08 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 14,525 118 0.82 1,513 -3.63 0.1690
2025-05-05 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 14,407 317 2.25 1,570 18.49 0.1900
2025-02-03 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 14,090 110 0.79 1,325 -1.41 0.1584
2024-11-04 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 13,980 4,818 52.59 1,345 87.19 0.1606
2024-08-09 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 9,162 781 9.32 719 4.36 0.0928
2024-05-10 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 8,381 -1,042 -11.06 688 -13.24 0.0903
2024-01-30 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 9,423 -500 -5.04 793 -0.75 0.1112
2023-11-09 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 9,923 95 0.97 799 -7.84 0.1261
2023-08-02 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 9,828 -49 -0.50 867 -7.37 0.1297
2023-05-11 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 9,877 181 1.87 936 2.97 0.1517
2023-02-13 2022-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 9,696 -14 -0.14 909 4.60 0.1614
2022-11-14 2022-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 9,710 89 0.93 869 -10.32 0.1715
2022-10-11 2022-06-30 13F/A-1 WEC ENERGY GROUP INC COM Stock 92939U106 9,621 8,452 723.01 969 728.21 0.1860
2022-08-15 2022-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 8,452 7,283 851 0.1035
2022-05-10 2022-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,169 -8,436 -87.83 117 -87.45 0.0167
2022-05-10 2022-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 9,915 990
2022-02-14 2021-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 9,605 1,933 25.20 932 37.67 0.1874
2021-11-12 2021-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 7,672 50 0.66 677 -0.15 0.1520
2021-08-16 2021-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 7,622 1,391 22.32 678 16.30 0.1597
2021-05-18 2021-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 6,231 -1,266 -16.89 583 -15.51 0.1633
2021-02-11 2020-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 7,497 407 5.74 690 0.44 0.2033
2020-12-01 2020-09-30 13F/A-1 WEC ENERGY GROUP INC COM Stock 92939U106 7,090 296 4.36 687 15.46 0.2469
2020-11-13 2020-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 7,090 296 687 202,071.3044
2020-08-14 2020-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 6,794 -303 -4.27 595 -4.80 0.2351
2020-05-15 2020-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 7,097 7,097 625 0.3370
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.