STOCK TITAN

WEC Energy Group (WEC) director updates stock and phantom unit holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

WEC Energy Group, Inc. reported an insider equity transaction by a director for activity on January 2, 2026. The director acquired 1,603 shares of common stock at $0, and after this and related activity held 1,689 shares of common stock directly.

The filing also shows the disposition of 1,749.6114 shares of common stock in exchange for an equal number of phantom stock units under the Directors Deferred Compensation Plan following the vesting of restricted stock originally granted on January 2, 2025. After these transactions, the director beneficially owned 11,019.4723 phantom stock units, which are designed to mirror common stock on a one-for-one basis and are settled according to the plan’s terms.

Positive

  • None.

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Insider GREEN MARIA C
Role Director
Type Security Shares Price Value
Grant/Award Phantom Stock Units 1,749.611 $0.00 --
Grant/Award Common Stock 1,603 $0.00 --
Disposition Common Stock 1,749.611 $0.00 --
Holdings After Transaction: Phantom Stock Units — 11,019.472 shares (Direct); Common Stock — 3,438.611 shares (Direct)
Footnotes (1)
  1. Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. In connection with the vesting of restricted stock granted to the reporting person on January 2, 2025, the reporting person deferred receipt of 1,749.6114, shares of common stock and instead received 1,749.6114 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 1,749.6114 shares of common stock in exchange for an equal number of phantom stock units. One-for-one. These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan. Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
GREEN MARIA C

(Last) (First) (Middle)
231 WEST MICHIGAN STREET

(Street)
MILWAUKEE WI 53203

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
WEC ENERGY GROUP, INC. [ WEC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
01/02/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 01/02/2026 A 1,603 A $0 3,438.6114(1) D
Common Stock 01/02/2026 D 1,749.6114 D (2) 1,689 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Phantom Stock Units (3) 01/02/2026 A 1,749.6114 (4) (4) Common Stock 1,749.6114 (2) 11,019.4723(5) D
Explanation of Responses:
1. Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11.
2. In connection with the vesting of restricted stock granted to the reporting person on January 2, 2025, the reporting person deferred receipt of 1,749.6114, shares of common stock and instead received 1,749.6114 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 1,749.6114 shares of common stock in exchange for an equal number of phantom stock units.
3. One-for-one.
4. These phantom stock units were accrued under the DDCP and are to be settled in accordance with the terms of the plan.
5. Includes phantom stock units accrued pursuant to a dividend reinvestment feature of the DDCP in transactions exempt from Section 16 pursuant to Rule 16a-11.
Remarks:
Joshua M. Erickson, as attorney in fact 01/06/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did WEC (WEC Energy Group, Inc.) report on January 2, 2026?

The company reported that a director acquired 1,603 shares of common stock at $0 and disposed of 1,749.6114 shares of common stock in connection with a deferral election into phantom stock units.

How many WEC Energy Group common shares does the director hold after this Form 4?

Following the reported transactions, the director beneficially owned 1,689 shares of WEC Energy Group common stock directly.

What are the phantom stock units reported for WEC (WEC Energy Group, Inc.)?

The filing shows the director received 1,749.6114 phantom stock units under the Directors Deferred Compensation Plan, on a one-for-one basis with common stock, and held a total of 11,019.4723 phantom stock units afterward.

Why were 1,749.6114 WEC Energy Group shares disposed of by the director?

In connection with the vesting of restricted stock granted on January 2, 2025, the director deferred receipt of 1,749.6114 shares of common stock and instead received an equal number of phantom stock units, leading to a reported disposition of those common shares.

Does the WEC director transaction involve a deferred compensation plan?

Yes. The director’s disposition of 1,749.6114 shares and acquisition of an equal number of phantom stock units occurred under the Directors Deferred Compensation Plan (DDCP), which also includes dividend reinvestment features.

How are dividend reinvestments reflected in this WEC Energy Group Form 4?

The filing notes that the reported holdings include shares and phantom stock units acquired through dividend reinvestment in transactions exempt from Section 16 under Rule 16a-11.