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WEC Energy SEC Filings

WEC NYSE

Welcome to our dedicated page for WEC Energy SEC filings (Ticker: WEC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The SEC filings page for WEC Energy Group, Inc. (NYSE: WEC) brings together the company’s official regulatory documents, including current reports on Form 8-K and other filings made with the U.S. Securities and Exchange Commission. WEC Energy Group is a Milwaukee-based Fortune 500 utility holding company that serves approximately 4.7 million electric and natural gas customers in Wisconsin, Illinois, Michigan and Minnesota through a portfolio of regulated utilities and energy infrastructure businesses.

In its recent Form 8-K filings, WEC Energy Group reports on a range of material events and disclosures. These include results of operations and financial condition, such as earnings releases for quarterly periods, where the company furnishes press releases detailing net income, earnings per share, revenues and operating performance. The filings also describe non-GAAP measures, explaining how adjusted earnings exclude specific items like regulatory disallowances and how management uses these measures to evaluate performance.

Other 8-K filings cover capital markets and financing activities, including the issuance of junior subordinated notes and the execution of an equity distribution agreement that allows WEC Energy Group to offer and sell common stock and enter into forward sale agreements. Additional filings discuss investor presentation materials used in meetings with investors and outline performance measures for executive incentive compensation plans, such as earnings per share, cash flow, net income from certain utility operations, total shareholder return relative to a custom peer group and performance against authorized returns on equity.

These SEC documents also contain extensive forward-looking statements and risk factor discussions. WEC Energy Group identifies potential influences on its results, including economic conditions in its service territories, regulatory decisions, fuel and purchased power costs, weather, technology changes, environmental and energy policies, access to capital markets, supply chain disruptions, inflation, geopolitical developments, health crises, litigation and the performance of transmission affiliates and energy infrastructure investments.

On Stock Titan, users can access WEC Energy Group’s filings as they are made available on EDGAR and use AI-powered tools to quickly interpret complex disclosures. Summaries help explain the key points of current reports, earnings-related information and financing transactions, while links to underlying documents allow for deeper review of the company’s regulatory history and governance practices.

Rhea-AI Summary

WEC Energy Group director reports stock grant and deferral transaction. On 01/02/2026, the reporting person acquired 1,603 shares of WEC Energy Group common stock at $0, increasing directly held shares to 5,183.7809 immediately after that grant. On the same date, in connection with vesting of restricted stock originally granted on January 2, 2025, the director deferred receipt of 1,749.6114 shares and instead received an equal number of 1,749.6114 phantom stock units under the Directors Deferred Compensation Plan, reducing directly held common stock to 3,434.1695 shares and raising deferred phantom stock units to 16,912.7984 units. Additional WEC shares are reported as indirectly held through an LLC and several family trusts, with the director disclaiming beneficial ownership of those indirect holdings.

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Rhea-AI Summary

WEC Energy Group, Inc. officer Joshua M. Erickson, VP and Deputy General Counsel, reported several equity transactions and updated holdings. On 01/02/2026, he acquired 471 shares of common stock at $0, and on the same date disposed of 115 shares at $106.088 per share. On 01/05/2026, he disposed of an additional 37 shares at $105.045 per share.

Following these transactions, Erickson directly owned 2,905 shares of common stock and indirectly held 6,419.571 shares through the Employee Retirement Savings Plan, based on a plan statement dated as of December 31, 2025. He also received a stock option grant for 2,264 options on 01/02/2026 with an exercise price of $106.088 per share, exercisable on 01/02/2029 and expiring on 01/02/2036.

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Rhea-AI Summary

WEC Energy Group, Inc. reported equity transactions by its President and CEO, who is also a director. On 01/02/2026, the executive acquired 14,188 shares of common stock at a stated price of $0, increasing direct ownership. On the same date and on 01/05/2026, a total of 3,879 shares of common stock were disposed of at prices of $106.088 and $105.045, coded as transaction type "F", typically indicating shares withheld to cover taxes. After these transactions, the executive directly held 66,800.5124 shares of common stock and indirectly held 6,741.533 shares through the Employee Retirement Savings Plan. The report also shows a new stock option grant for 68,111 options with an exercise price of $106.088, exercisable on 01/02/2029 and expiring on 01/02/2036, each option relating to one share of common stock.

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Rhea-AI Summary

WEC Energy Group, Inc. executive vice president and chief administrative officer reported equity transactions in company stock. On 01/02/2026, the insider acquired 1,882 shares of common stock at $0, increasing directly held shares to 7,744.85, which includes dividend reinvestment. Also on 01/02/2026, 508 shares were disposed of at $106.088, and on 01/05/2026, 153 shares were disposed of at $105.045, both coded as tax-related transactions, leaving 7,083.85 shares held directly.

The insider also reports indirect ownership of 3,330 shares in a revocable trust and 4,389.751 shares through the company’s Employee Retirement Savings Plan. In addition, on 01/02/2026 the insider received a stock option grant covering 9,037 shares of common stock at an exercise price of $106.088 per share, vesting 100% on 01/02/2029 and expiring on 01/02/2036.

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Rhea-AI Summary

WEC Energy Group, Inc. reported an insider equity change by a director. On January 2, 2026, the director acquired 1,603 shares of common stock at $0, reflecting the vesting of previously granted restricted stock. Following this transaction, the director holds 1,603 shares directly and 8,463.582 shares indirectly through a joint living trust with a spouse.

The notes explain that upon vesting of restricted stock granted on January 2, 2025, 1,749 shares were transferred to the reporting person's trust account, and the indirect holdings also include shares acquired through dividend reinvestment under a Section 16-exempt program.

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WEC Energy Group, Inc. director reported equity-related transactions dated 01/02/2026. The director acquired 1,603 shares of common stock at a stated price of $0, increasing the directly held common stock position to 5,953.6114 shares before a related disposition.

On the same date, the director disposed of 1,749.6114 shares of common stock in connection with the vesting of restricted stock granted on January 2, 2025 and, under the company’s Directors Deferred Compensation Plan, deferred receipt of those shares in exchange for 1,749.6114 phantom stock units. Following these transactions, the director held 4,204 shares of common stock and 52,442.2932 phantom stock units directly, with phantom units including amounts accrued through dividend reinvestment features.

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Rhea-AI Summary

WEC Energy Group director reports stock acquisition

A director of WEC Energy Group, Inc. reported acquiring 1,603 shares of common stock on 01/02/2026 at a stated price of $0, reflecting shares credited rather than an open-market cash purchase. After this transaction, the director beneficially owns 3,352.6114 shares directly. The filing notes that the reported holdings include shares acquired through dividend reinvestment transactions that are exempt from certain insider reporting rules.

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WEC Energy Group director reports additional share ownership. On 01/02/2026, a company director acquired 1,603 shares of WEC Energy Group common stock at a stated price of $0 per share. After this transaction, the director beneficially owned a total of 21,990.8844 common shares, as reported in the filing.

The explanation notes that the total includes shares acquired through dividend reinvestment transactions that are exempt from certain insider reporting rules under Rule 16a-11. The filing is made by a single reporting person in the capacity of director and covers only non-derivative common stock in Table I.

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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.

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WEC Energy Group director Form 4 details equity and deferred stock transactions. On 01/02/2026, the reporting person acquired 1,603 shares of WEC common stock at $0, reflecting dividend reinvestment and related exempt activity. After this, the director held 4,936.6114 shares of common stock directly.

Also on that date, in connection with the vesting of restricted stock originally granted on January 2, 2025, the director deferred receipt of 1,749.6114 shares of common stock and instead received 1,749.6114 phantom stock units under the Directors Deferred Compensation Plan. This is reported as a disposition of common stock and an acquisition of phantom stock units. Following these transactions, the director directly held 3,187 shares of common stock and 10,206.9426 phantom stock units, including amounts accrued through dividend reinvestment features.

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FAQ

How many WEC Energy (WEC) SEC filings are available on StockTitan?

StockTitan tracks 96 SEC filings for WEC Energy (WEC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for WEC Energy (WEC)?

The most recent SEC filing for WEC Energy (WEC) was filed on January 6, 2026.