Gateway Investment Advisers LLC Increases Stock Holdings in WEC Energy Group, Inc. $WEC

Gateway Investment Advisers LLC lifted its stake in shares of WEC Energy Group, Inc. (NYSE:WEC) by 2.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 314,629 shares of the utilities provider’s stock after buying an additional 6,294 shares during the quarter. Gateway Investment Advisers LLC’s holdings in WEC Energy Group were worth $33,181,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of the stock. Indivisible Partners purchased a new stake in shares of WEC Energy Group during the 4th quarter valued at about $374,000. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of WEC Energy Group by 9.8% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 698,377 shares of the utilities provider’s stock valued at $74,356,000 after buying an additional 62,243 shares during the period. AssuredPartners Investment Advisors LLC raised its holdings in shares of WEC Energy Group by 28.0% during the 4th quarter. AssuredPartners Investment Advisors LLC now owns 3,277 shares of the utilities provider’s stock valued at $346,000 after buying an additional 716 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in shares of WEC Energy Group by 11.0% during the 4th quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 49,706 shares of the utilities provider’s stock valued at $5,242,000 after buying an additional 4,907 shares during the period. Finally, Cerro Pacific Wealth Advisors LLC raised its holdings in shares of WEC Energy Group by 1.7% during the 4th quarter. Cerro Pacific Wealth Advisors LLC now owns 6,226 shares of the utilities provider’s stock valued at $657,000 after buying an additional 103 shares during the period. 77.20% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting WEC Energy Group

Here are the key news stories impacting WEC Energy Group this week:

• Positive Sentiment: Q1 results beat estimates: WEC reported $2.45 EPS on $3.43B revenue, each above consensus, with revenue up ~9% year-over-year — evidence of solid core demand and margin performance. WEC Energy Group reports first-quarter results
• Positive Sentiment: Stronger power demand and commercial opportunity: Reuters highlights rising Q1 profit driven by higher residential and industrial sales and management saying it’s working with hyperscale customers on potential load growth up to 4 GW — a multi‑year demand growth driver if realized. Utility WEC Energy’s first-quarter profit rises on stronger power demand
• Positive Sentiment: Data-center pipeline could expand loads: A We Energies executive told local press another hyperscale data center announcement could come by fall — reinforcement of the 4 GW opportunity and potential long-term load growth for the utility. Another data center could be announced by fall: We Energies executive
• Neutral Sentiment: FY‑2026 guidance largely in-line: WEC set EPS guidance at $5.510–$5.610, effectively matching consensus (~$5.60). That reduces surprise risk but offers limited upside surprise potential. Listen to Conference Call
• Neutral Sentiment: Earnings call details available: The Q1 earnings call transcript provides management comments on growth opportunities and execution; useful for judging timing and risks around hyperscale projects and capital plans. WEC Energy Group, Inc. (WEC) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Valuation scrutiny and investor re‑rating: Analysts and columnists are re‑examining WEC’s valuation after the recent run, highlighting comparisons with peers and questioning upside given the in‑line guidance — pressure that can prompt short‑term profit‑taking. Assessing WEC Energy Group (WEC) Valuation As Investors Revisit The Stock’s Recent Performance
• Negative Sentiment: Peer/value comparisons may cap near-term upside: Coverage comparing WEC to European utility RWE and other peers flags relative value metrics that could keep analysts cautious and cap multiple expansion. RWEOY or WEC: Which Is the Better Value Stock Right Now?

WEC Energy Group Price Performance

Shares of NYSE WEC opened at $114.01 on Thursday. WEC Energy Group, Inc. has a fifty-two week low of $100.61 and a fifty-two week high of $119.62. The business has a 50 day moving average price of $115.64 and a two-hundred day moving average price of $111.93. The company has a quick ratio of 0.44, a current ratio of 0.68 and a debt-to-equity ratio of 1.36. The firm has a market cap of $37.13 billion, a PE ratio of 22.76, a price-to-earnings-growth ratio of 2.77 and a beta of 0.50.

WEC Energy Group (NYSE:WEC) last issued its earnings results on Tuesday, May 5th. The utilities provider reported $2.45 EPS for the quarter, topping the consensus estimate of $2.30 by $0.15. The company had revenue of $3.43 billion during the quarter, compared to analyst estimates of $3.32 billion. WEC Energy Group had a return on equity of 12.72% and a net margin of 16.25%.The business’s revenue was up 9.0% on a year-over-year basis. During the same quarter last year, the firm earned $2.27 EPS. WEC Energy Group has set its FY 2026 guidance at 5.510-5.610 EPS. Sell-side analysts expect that WEC Energy Group, Inc. will post 5.59 earnings per share for the current fiscal year.

WEC Energy Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Thursday, May 14th will be given a $0.9525 dividend. The ex-dividend date is Thursday, May 14th. This represents a $3.81 annualized dividend and a dividend yield of 3.3%. WEC Energy Group’s dividend payout ratio (DPR) is presently 78.88%.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on WEC shares. Barclays raised their target price on WEC Energy Group from $111.00 to $117.00 and gave the company an “equal weight” rating in a report on Monday, April 20th. Royal Bank Of Canada restated a “sector perform” rating and set a $127.00 price objective on shares of WEC Energy Group in a research note on Friday, January 23rd. Mizuho set a $124.00 price objective on WEC Energy Group in a research note on Wednesday. KeyCorp raised their price objective on WEC Energy Group from $117.00 to $126.00 and gave the company an “overweight” rating in a research note on Wednesday, March 4th. Finally, BTIG Research restated a “buy” rating and set a $135.00 price objective on shares of WEC Energy Group in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, WEC Energy Group presently has an average rating of “Hold” and a consensus target price of $122.13.

Insider Transactions at WEC Energy Group

In other news, Director Ulice Payne, Jr. sold 1,450 shares of WEC Energy Group stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $114.60, for a total value of $166,170.00. Following the completion of the transaction, the director owned 20,541 shares in the company, valued at approximately $2,353,998.60. This trade represents a 6.59% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Mary Beth Straka sold 2,815 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $115.50, for a total value of $325,132.50. Following the completion of the sale, the vice president directly owned 4,707 shares in the company, valued at approximately $543,658.50. This trade represents a 37.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 42,354 shares of company stock worth $4,855,505 in the last quarter. Insiders own 0.46% of the company’s stock.

About WEC Energy Group

WEC Energy Group is a Milwaukee, Wisconsin–based regulated energy holding company whose primary businesses are the generation, transmission and distribution of electricity and the distribution of natural gas. The company operates through a set of utility subsidiaries that provide bundled energy service, customer billing and energy-related programs to residential, commercial and industrial customers. As a regulated utility group, WEC’s operations focus on delivering reliable service while managing infrastructure investment and compliance with state and federal utility regulation.

Its utility subsidiaries include well-known regional operators such as We Energies and Wisconsin Public Service, along with Chicago-area natural gas utilities that were part of the Integrys Energy Group acquisition.