WEC Energy Group, Inc. (WEC) shareholders
WECNYSEElectric & Other Services CombinedFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 30, 2026Score 4/304% above fair value
$117.60+0.12 (+0.10%)
Close on Nov 13, 2026Market cap $38.69BP/E 21.3Yield 3.04%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.3%
281M of 329M shares
Institutional holders
1,402
120 new, 80 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 16 sales
Net sold $8.55M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 28,785,394 | 9.10% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 24,576,995 | 7.54% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 21,405,382 | 6.80% | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Portfolio Management | 16,812,132 | 5.16% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WEC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,321,277 | 10.13% | $3.89B | +271,339 | 0.06% |
| Vanguard Capital Management LLC | 21,255,153 | 6.46% | $2.48B | +107,947 | 0.05% |
| State Street Corp | 21,094,044 | 6.41% | $2.46B | −148,775 | 0.07% |
| Vanguard Portfolio Management LLC | 16,877,935 | 5.13% | $1.97B | +106,327 | 0.09% |
| Geode Capital Management, LLC | 9,240,374 | 2.81% | $1.08B | +133,722 | 0.06% |
| Bank Of America Corp /De/ | 8,605,748 | 2.62% | $1.00B | +635,698 | 0.06% |
| Wells Fargo & Company/Mn | 8,572,855 | 2.61% | $1.00B | +12,641 | 0.16% |
| Deutsche Bank AG\ | 6,053,574 | 1.84% | $706.88M | +122,034 | 0.21% |
| Ameriprise Financial Inc | 5,822,834 | 1.77% | $680.83M | +155,051 | 0.14% |
| Charles Schwab Investment Management Inc | 5,385,908 | 1.64% | $629.66M | −55,674 | 0.08% |
| JPMorgan Chase & Co | 5,161,378 | 1.57% | $611.31M | −365,315 | 0.03% |
| Franklin Resources Inc | 4,670,940 | 1.42% | $545.43M | +236,929 | 0.12% |
| Invesco Ltd. | 4,618,948 | 1.40% | $539.35M | −2,109 | 0.04% |
| Morgan Stanley | 4,291,770 | 1.30% | $501.15M | −451,083 | 0.03% |
| Federated Hermes, Inc. | 4,125,344 | 1.25% | $481.72M | +701,581 | 0.69% |
| Envestnet Asset Management Inc | 3,734,979 | 1.14% | $436.13M | +111,057 | 0.10% |
| Wellington Management Group Llp | 3,572,456 | 1.09% | $417.16M | −1,249,928 | 0.07% |
| Northern Trust Corp | 3,490,269 | 1.06% | $407.56M | +107,321 | 0.05% |
| Barclays PLC | 3,217,999 | 0.98% | $375.77M | +1,766,992 | 0.07% |
| Nuveen, LLC | 2,875,006 | 0.87% | $335.71M | −715,998 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,402 | 281M | 85.3% | 120 / 577 | 417 / 80 | 13M | 11M |
| Q1 2026 | 1,379 | 279M | 84.9% | 150 / 548 | 419 / 90 | 61M | 13M |
| Q4 2025 | 1,346 | 273M | 82.9% | 183 / 509 | 424 / 106 | 20M | 20M |
| Q3 2025 | 1,294 | 273M | 83.1% | 134 / 544 | 370 / 77 | 21M | 13M |
| Q2 2025 | 1,257 | 268M | 81.6% | 112 / 531 | 385 / 107 | 17M | 9M |
| Q1 2025 | 1,268 | 261M | 79.3% | 161 / 493 | 392 / 70 | 20M | 16M |
| Q4 2024 | 1,194 | 261M | 79.2% | 163 / 457 | 357 / 79 | 22M | 42M |
| Q3 2024 | 1,129 | 283M | 86.1% | 151 / 429 | 342 / 86 | 76M | 13M |
| Q2 2024 | 1,073 | 250M | 75.9% | 117 / 420 | 333 / 67 | 16M | 24M |
| Q1 2024 | 1,036 | 258M | 78.4% | 94 / 366 | 377 / 95 | 23M | 17M |
| Q4 2023 | 1,049 | 252M | 76.5% | 147 / 326 | 381 / 70 | 26M | 14M |
| Q3 2023 | 990 | 240M | 73.0% | 83 / 339 | 364 / 104 | 13M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
698 funds held WEC in Q2 2026, 62% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of WEC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 10,337,814 | 3.14% | $1.21B | 0.05% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 8,441,249 | 2.57% | $985.68M | 0.06% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 7,058,643 | 2.15% | $824.24M | 0.37% | Jun 30, 2026 |
| State Street(R) Utilities Select Sector SPDR(R) ETF | 5,300,119 | 1.61% | $618.89M | 2.68% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 4,480,023 | 1.36% | $523.13M | 0.06% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 4,164,952 | 1.27% | $462.52M | 0.06% | May 31, 2026 |
| Vanguard Value Index Fund | 3,101,540 | 0.94% | $362.17M | 0.14% | Jun 30, 2026 |
| Franklin Rising Dividends Fund | 2,955,000 | 0.90% | $345.06M | 1.26% | Jun 30, 2026 |
| Columbia Dividend Income Fund | 2,920,054 | 0.89% | $324.27M | 0.69% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 2,576,578 | 0.78% | $300.87M | 1.41% | Jun 30, 2026 |
| Vanguard Utilities Index Fund | 2,264,230 | 0.69% | $251.44M | 2.38% | May 31, 2026 |
| iShares Select Dividend ETF | 2,202,620 | 0.67% | $241.01M | 1.03% | Jul 31, 2026 |
| Vanguard Mid-Cap Value Index Fund | 2,092,088 | 0.64% | $244.29M | 0.66% | Jun 30, 2026 |
| Federated Hermes Strategic Value Dividend Fund | 2,046,750 | 0.62% | $223.96M | 2.25% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 1,768,810 | 0.54% | $206.54M | 0.06% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Scott J. Lauber | President and CEO, Director | 73,542 | 0.02% | Feb 11, 2026 |
| Margaret C. Kelsey | Executive VP & General Counsel | 18,680 | 0.01% | Nov 12, 2026 |
| Molly A. Mulroy | EVP & Chief Admin Officer | 14,944 | 0.00% | Nov 4, 2026 |
| Daniel Krueger | EVP WEC Infrastructure | 12,891 | 0.00% | Sep 3, 2026 |
| Caroline M. Garcia | Vice President and Controller | – | – | Sep 2, 2026 |
| Anthony Reese | Vice President and Treasurer | 5,216 | 0.00% | May 14, 2026 |
| Michael Hooper | EVP & Chief Operating Officer | 7,720 | 0.00% | Apr 2, 2026 |
| Mary Beth Straka | Sr. VP-Corp Comm & Inv Rel | 4,707 | 0.00% | Feb 18, 2026 |
| William J. Guc | Vice President & Controller | 9,277 | 0.00% | Jan 6, 2026 |
| Joshua M. Erickson | VP and Deputy General Counsel | 9,325 | 0.00% | Jan 6, 2026 |
| Xia Liu | EVP and CFO | 23,548 | 0.01% | Jan 6, 2026 |
| Robert M. Garvin | Exec Vice President - Ext Affs | 16,661 | 0.01% | Jan 6, 2026 |
| William Mastoris | Vice President | 8,286 | 0.00% | Jan 7, 2025 |
| Danny L. Cunningham | Director | 8,536 | 0.00% | Oct 9, 2026 |
| Thomas K. Lane | Director | 12,944 | 0.00% | Oct 9, 2026 |
| Mary Ellen Stanek | Director | 4,204 | 0.00% | Oct 9, 2026 |
| Ulice Payne Jr | Director | 19,588 | 0.01% | Aug 12, 2026 |
| Gale E. Klappa | Director | 283,887 | 0.09% | Feb 24, 2026 |
| Warner L. Baxter | Director | 3,353 | 0.00% | Jan 6, 2026 |
| Glen E. Tellock | Director | 10,067 | 0.00% | Jan 6, 2026 |
| Cristina A. Garcia-Thomas | Director | 3,187 | 0.00% | Jan 6, 2026 |
| Maria C. Green | Director | 1,689 | 0.00% | Jan 6, 2026 |
| Ave M. Bie | Director | 3,264 | 0.00% | Jan 6, 2026 |
| John D. Lange | Director | 3,353 | 0.00% | Jan 6, 2026 |
| William M. Farrow III | Director | 5,753 | 0.00% | Jan 6, 2026 |
| Curt S. Culver | Director | 7,092 | 0.00% | Jan 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Margaret C. Kelsey Executive VP & General Counsel | Nov 10, 2026 | Sale | −18,380 | $117.37 | $2.16M | 12,178 |
| Margaret C. Kelsey Executive VP & General Counsel | Nov 10, 2026 | Option exercise | +18,380 | $66.02 | $1.21M | 30,558 |
| Molly A. Mulroy EVP & Chief Admin Officer | Nov 4, 2026 | Sale | −4,695 | $117.02 | $549.41K | 7,110 |
| Molly A. Mulroy EVP & Chief Admin Officer | Nov 4, 2026 | Option exercise | +4,695 | $58.30 | $273.74K | 11,805 |
| Daniel Krueger EVP WEC Infrastructure | Aug 27, 2026 | Discretionary | +2,800 | $106.45 | $298.06K | 5,545 |
| Ulice Payne Jr Director | Aug 11, 2026 | Sale | −980 | $105.58 | $103.47K | 19,588 |
| Daniel Krueger EVP WEC Infrastructure | May 19, 2026 | Option exercise | +4,665 | $58.31 | $272.02K | 12,011 |
| Daniel Krueger EVP WEC Infrastructure | May 19, 2026 | Sale | −2,000 | $110.85 | $221.70K | 10,011 |
| Daniel Krueger EVP WEC Infrastructure | May 19, 2026 | Sale | −1,665 | $111.11 | $185.00K | 7,346 |
| Daniel Krueger EVP WEC Infrastructure | May 19, 2026 | Sale | −1,000 | $110.92 | $110.92K | 9,011 |
| Michael Hooper EVP & Chief Operating Officer | Apr 1, 2026 | Tax withholding | −424 | $115.95 | $49.16K | 7,720 |
| Ulice Payne Jr Director | Feb 24, 2026 | Sale | −1,450 | $114.60 | $166.17K | 20,541 |
| Gale E. Klappa Director | Feb 23, 2026 | Option exercise | +3,180 | $68.18 | $216.81K | 279,780 |
| Gale E. Klappa Director | Feb 23, 2026 | Sale | −3,180 | $115.44 | $367.10K | 276,600 |
| Gale E. Klappa Director | Feb 17, 2026 | Option exercise | +5,000 | $68.18 | $340.90K | 281,600 |
| Gale E. Klappa Director | Feb 17, 2026 | Sale | −5,000 | $116.55 | $582.75K | 276,600 |
| Gale E. Klappa Director | Feb 13, 2026 | Sale | −5,000 | $115.46 | $577.30K | 286,600 |
| Gale E. Klappa Director | Feb 13, 2026 | Option exercise | +25,000 | $68.18 | $1.70M | 301,600 |
| Gale E. Klappa Director | Feb 13, 2026 | Sale | −5,000 | $115.50 | $577.50K | 276,600 |
| Gale E. Klappa Director | Feb 13, 2026 | Sale | −5,000 | $115.45 | $577.25K | 281,600 |
| Gale E. Klappa Director | Feb 13, 2026 | Sale | −5,000 | $115.41 | $577.05K | 291,600 |
| Gale E. Klappa Director | Feb 13, 2026 | Sale | −5,000 | $115.38 | $576.90K | 296,600 |
| Mary Beth Straka Sr. VP-Corp Comm & Inv Rel | Feb 13, 2026 | Sale | −2,815 | $115.50 | $325.13K | 4,707 |
| Mary Beth Straka Sr. VP-Corp Comm & Inv Rel | Feb 13, 2026 | Option exercise | +2,815 | $66.02 | $185.85K | 7,522 |
| Scott J. Lauber President and CEO, Director | Feb 9, 2026 | Sale | −8,089 | $110.70 | $895.45K | 66,801 |
| Scott J. Lauber President and CEO, Director | Feb 9, 2026 | Option exercise | +8,089 | $58.31 | $471.67K | 74,890 |
| Mary Beth Straka Sr. VP-Corp Comm & Inv Rel | Jan 5, 2026 | Tax withholding | −61 | $105.05 | $6.41K | 4,707 |
| Molly A. Mulroy EVP & Chief Admin Officer | Jan 5, 2026 | Tax withholding | −153 | $105.05 | $16.07K | 7,084 |
| Daniel Krueger EVP WEC Infrastructure | Jan 5, 2026 | Tax withholding | −60 | $105.05 | $6.30K | 7,346 |
| Anthony Reese Vice President and Treasurer | Jan 5, 2026 | Tax withholding | −38 | $105.05 | $3.99K | 2,038 |
| Robert M. Garvin Exec Vice President - Ext Affs | Jan 5, 2026 | Tax withholding | −157 | $105.05 | $16.49K | 16,661 |
| William J. Guc Vice President & Controller | Jan 5, 2026 | Tax withholding | −61 | $105.05 | $6.41K | 8,602 |
| Joshua M. Erickson VP and Deputy General Counsel | Jan 5, 2026 | Tax withholding | −37 | $105.05 | $3.89K | 2,905 |
| Margaret C. Kelsey Executive VP & General Counsel | Jan 5, 2026 | Tax withholding | −166 | $105.05 | $17.44K | 12,178 |
| Scott J. Lauber President and CEO, Director | Jan 5, 2026 | Tax withholding | −985 | $105.05 | $103.47K | 66,801 |
| Xia Liu EVP and CFO | Jan 5, 2026 | Tax withholding | −318 | $105.05 | $33.41K | 23,548 |
| Warner L. Baxter Director | Jan 2, 2026 | Award | +1,603 | – | – | 3,353 |
| Mary Beth Straka Sr. VP-Corp Comm & Inv Rel | Jan 2, 2026 | Tax withholding | −183 | $106.09 | $19.41K | 4,768 |
| Mary Beth Straka Sr. VP-Corp Comm & Inv Rel | Jan 2, 2026 | Award | +732 | – | – | 4,951 |
| Mary Ellen Stanek Director | Jan 2, 2026 | Returned to company | −1,749.61 | – | – | 4,204 |
| Mary Ellen Stanek Director | Jan 2, 2026 | Award | +1,603 | – | – | 5,954 |
| Molly A. Mulroy EVP & Chief Admin Officer | Jan 2, 2026 | Tax withholding | −508 | $106.09 | $53.89K | 7,237 |
| Molly A. Mulroy EVP & Chief Admin Officer | Jan 2, 2026 | Award | +1,882 | – | – | 7,745 |
| Maria C. Green Director | Jan 2, 2026 | Returned to company | −1,749.61 | – | – | 1,689 |
| Maria C. Green Director | Jan 2, 2026 | Award | +1,603 | – | – | 3,439 |
| Gale E. Klappa Director | Jan 2, 2026 | Award | +1,603 | – | – | 276,600 |
| William M. Farrow III Director | Jan 2, 2026 | Returned to company | −1,749.61 | – | – | 5,753 |
| William M. Farrow III Director | Jan 2, 2026 | Award | +1,603 | – | – | 7,503 |
| Cristina A. Garcia-Thomas Director | Jan 2, 2026 | Returned to company | −1,749.61 | – | – | 3,187 |
| Cristina A. Garcia-Thomas Director | Jan 2, 2026 | Award | +1,603 | – | – | 4,937 |
| Daniel Krueger EVP WEC Infrastructure | Jan 2, 2026 | Award | +986 | – | – | 7,592 |
| Daniel Krueger EVP WEC Infrastructure | Jan 2, 2026 | Tax withholding | −186 | $106.09 | $19.73K | 7,406 |
| Danny L. Cunningham Director | Jan 2, 2026 | Award | +1,603 | – | – | 8,536 |
| Danny L. Cunningham Director | Jan 2, 2026 | Returned to company | −1,749.61 | – | – | 6,787 |
| Ulice Payne Jr Director | Jan 2, 2026 | Award | +1,603 | – | – | 21,991 |
| Glen E. Tellock Director | Jan 2, 2026 | Award | +1,603 | – | – | 1,603 |
| Anthony Reese Vice President and Treasurer | Jan 2, 2026 | Award | +433 | – | – | 2,190 |
| Anthony Reese Vice President and Treasurer | Jan 2, 2026 | Tax withholding | −114 | $106.09 | $12.09K | 2,076 |
| Robert M. Garvin Exec Vice President - Ext Affs | Jan 2, 2026 | Award | +2,067 | – | – | 17,370 |
| Robert M. Garvin Exec Vice President - Ext Affs | Jan 2, 2026 | Tax withholding | −552 | $106.09 | $58.56K | 16,818 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.34%
14M shares short
Days to cover
4.9
At 3M shares a day
Change since last report
-1.4%
From 14M shares
Short volume, 20 days
60.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of WEC Energy's stock actually held short. Settlement fails (shares not delivered on time) peaked at 145,158 shares on Sep 29, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Margaret C. Kelsey Officer | Nov 10, 2026 | 18,380 | $2.16M | Nov 10, 2026 | Exercise of Options Under a Registered Plan |
| Molly A. Mulroy Officer | Nov 4, 2026 | 4,695 | $549.41K | Nov 4, 2026 | Exercise of Options Under a Registered Plan |
| Ulice Payne Jr Director | Aug 11, 2026 | 980 | $103.36K | Aug 11, 2026 | director compensation |
| Gale E. Klappa Former Officer | Jun 17, 2026 | 2,000 | $3.00K | Jun 17, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Daniel Krueger Officer | May 19, 2026 | 4,665 | $517.62K | May 19, 2026 | Exercise of options under a registered plan |
| Ulice Payne Jr Director | Feb 24, 2026 | 1,450 | $166.17K | Feb 24, 2026 | Director Compensation |
| Gale E. Klappa Director | Feb 23, 2026 | 3,180 | $367.10K | Feb 23, 2026 | Exercise of options under a registered plan |
| Gale E. Klappa Director | Feb 17, 2026 | 5,000 | $582.75K | Feb 17, 2026 | Exercise of options under a registered plan |
| Mary Beth Straka Officer | Feb 13, 2026 | 2,815 | $325.13K | Feb 13, 2026 | Exercise of options under a registered plan |
| Gale E. Klappa Director | Feb 13, 2026 | 25,000 | $2.89M | Feb 13, 2026 | Exercise of options under a registered plan |
| Scott J. Lauber Officer | Feb 9, 2026 | 8,089 | $895.46K | Feb 9, 2026 | Exercise of options under a registered plan |
| Robert M. Garvin Officer | Aug 19, 2025 | 13,185 | $1.43M | Aug 19, 2025 | Exercise of options under a registered plan |
| Robert M. Garvin Officer | Aug 18, 2025 | 1,000 | $107.91K | Aug 18, 2025 | Exercise of options under a registered plan |
| Scott J. Lauber Officer | Aug 8, 2025 | 9,231 | $1.02M | Aug 8, 2025 | Exercise of options under a registered plan |
| Ulice Payne Jr Director | Aug 7, 2025 | 1,620 | $178.15K | Aug 7, 2025 | director compensation |
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