WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionWealth Architects, LLC
Latest Disclosed Ownership9,701 shares
Latest Disclosed Value $ 1,123,085
Wealth Architects, LLC ownership in WEC / WEC Energy Group, Inc.

On May 15, 2026 - Wealth Architects, LLC filed a 13F-HR form disclosing ownership of 9,701 shares of WEC Energy Group, Inc. (US:WEC) valued at $1,123,085 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,701 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 $1,067,595 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)
2026-05-15 2026-03-31 13F WEC ENERGY GROUP Equities 92939U106 9,701 0 0.00 1,123 9.78 0.1001
2026-02-17 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 9,701 14 0.14 1,023 -7.84 0.0922
2025-11-13 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 9,687 -5 -0.05 1,110 10.01 0.1048
2025-07-25 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 9,692 -44 -0.45 1,010 -4.90 0.1026
2025-05-14 2025-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 9,736 4,988 105.05 1,061 137.89 0.1171
2025-05-12 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 13,275 8,527 866 0.0955
2025-02-10 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 4,748 0 0.00 447 -2.19 0.0504
2024-10-31 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 4,748 0 0.00 457 22.58 0.0517
2024-08-08 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 4,748 -382 -7.45 373 -11.64 0.0455
2024-05-13 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 5,130 -18 -0.35 421 -2.77 0.0555
2024-02-14 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 5,148 0 0.00 433 4.59 0.0608
2023-11-09 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 5,148 18 0.35 415 -8.41 0.0705
2023-08-02 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 5,130 366 7.68 453 0.22 0.0747
2023-04-21 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 4,764 0 0.00 452 1.12 0.0800
2023-02-10 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 4,764 -156 -3.17 447 1.36 0.0845
2022-10-24 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 4,920 -27 -0.55 440 -11.65 0.0921
2022-07-29 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 4,947 0 0.00 498 0.81 0.0973
2022-05-17 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 4,947 2 0.04 494 2.92 0.0840
2022-01-19 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 4,945 59 1.21 480 11.37 0.0842
2021-11-09 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 4,886 -17 -0.35 431 -1.15 0.0837
2021-08-09 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 4,903 144 3.03 436 -2.02 0.0854
2021-04-29 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 4,759 -19 -0.40 445 1.14 0.0963
2021-01-28 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 4,778 6 0.13 440 -4.76 0.1024
2020-11-09 2020-09-30 13F WISCONSIN ENERGY CP COM 92939U106 4,772 -5 -0.10 462 10.26 0.1253
2020-08-14 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 4,777 8 0.17 419 -0.24 0.1175
2020-04-23 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 4,769 -44 -0.91 420 -5.41 0.1457
2020-01-28 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 4,813 32 0.67 444 -2.42 0.1240
2019-10-23 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 4,781 -3 -0.06 455 14.04 0.1385
2019-07-12 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 4,784 4 0.08 399 5.56 0.1202
2019-05-01 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 4,780 3 0.06 378 14.20 0.1178
2019-01-17 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 4,777 -25 -0.52 331 3.12 0.1189
2018-10-04 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 4,802 25 0.52 321 3.88 0.0990
2018-07-19 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 4,777 3 0.06 309 3.34 0.1000
2018-04-13 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 4,774 -984 -17.09 299 -21.93 0.0990
2018-04-13 2017-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 5,758 0 0.00 383 6.09 0.1256
2018-01-30 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 5,758 0 383 0.1253
2017-11-08 2017-09-30 13F WISCONSIN ENERGY CP COM 92939U106 5,758 0 0.00 361 2.27 0.1255
2017-08-10 2017-06-30 13F WISCONSIN ENERGY CP COM 92939U106 5,758 3 0.05 353 1.15 0.1314
2017-05-02 2017-03-31 13F WISCONSIN ENERGY CP COM 92939U106 5,755 2 0.03 349 3.56 0.1387
2017-02-09 2016-12-31 13F WISCONSIN ENERGY CP COM 92939U106 5,753 21 0.37 337 -1.75 0.1500
2016-11-07 2016-09-30 13F WISCONSIN ENERGY CP COM 92939U106 5,732 -14 -0.24 343 -8.53 0.1588
2016-08-08 2016-06-30 13F WISCONSIN ENERGY CP COM 92939U106 5,746 987 20.74 375 31.12 0.1816
2016-05-12 2016-03-31 13F WISCONSIN ENERGY CP COM 92939U106 4,759 3 0.06 286 17.21 0.1427
2016-02-11 2015-12-31 13F WISCONSIN ENERGY CP COM 92939U106 4,756 0 0.00 244 -1.61 0.1206
2015-11-10 2015-09-30 13F WISCONSIN ENERGY CP COM 92939U106 4,756 0 0.00 248 15.89 0.1331
2015-08-06 2015-06-30 13F WISCONSIN ENERGY CP COM 92939U106 4,756 4,756 214 0.1150
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.