Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEC ENERGY GROUP, INC.WEC · Entity 758 | Director | October 07, 2026 | October 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WEC ENERGY GROUP, INC.
Report date October 07, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 55,136.0649 |
Reported balance
After 2026-10-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-07 · Grant · Acquired 351.3278 · Balance 55,136.0649 F1: One-for-one. F2: These phantom stock units were acquired pursuant to a deferral of director fees in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3: These phantom stock units were accrued under the WEC Energy Group, Inc. Director's Deferred Compensation Plan (DDCP) and are to be settled in accordance with the terms of the plan. F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: One-for-one.
F2: These phantom stock units were acquired pursuant to a deferral of director fees in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d).
F3: These phantom stock units were accrued under the WEC Energy Group, Inc. Director's Deferred Compensation Plan (DDCP) and are to be settled in accordance with the terms of the plan.
F4: 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 01, 2019 Filed Jan 3, 2019 22:11 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | OtherPhantom Stock Units · Derivative | 1,604.54 | $68.86 | $110,488.62 |
DisclosureSEC source: 0000107815-19-000002 · wf-form4_154655349466179.xml · derivative · entry 1 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,376.0839 Underlying: Common Stock · 1,604.54 shares Expires 2019-01-01 F1 · derivative.exercise_price: One-for-one. F2 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Director's Deferred Compensation Plan (DDCP). Prior Forms 4 stated that phantom stock units accrued under the DDCP were to be settled following the reporting person's termination of service as a director. However, the DDCP also allows for in-service distributions prior to termination of service. F3 · balance_after: 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. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 21:59 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 1,558.227 | $64.18 | $100,000.00 |
DisclosureSEC source: 0000107815-18-000089 · wf-form4_151579434937124.xml · derivative · entry 1 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,285.0525 Underlying: Common Stock · 1,558.227 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · shares: These phantom stock units were acquired pursuant to a deferral of director fees in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Director's Deferred Compensation Plan (DDCP) and are to be settled following the reporting person's termination of service as a director. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Director's Deferred Compensation Plan (DDCP) and are to be settled following the reporting person's termination of service as a director. F4 · balance_after: 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. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 23:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 2,214.4196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-18-000019 · wf-form4_151510891084353.xml · derivative · entry 5 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,726.8255 Underlying: Common Stock · 2,214.4196 shares Expires not disclosed F4 · derivative.exercise_price: One-for-one. F3 · price: Upon the vesting of restricted stock granted to the reporting person on January 3, 2017, the reporting person deferred receipt of 2,214.4196 shares of common stock and instead received 2,214.4196 phantom stock units pursuant to the DDCP. As a result, the reporting person is reporting the disposition of 2,214.4196 shares of common stock in exchange for an equal number of phantom stock units. F5 · derivative.exercise_date: These phantom stock units were accrued under the DDCP and are to be settled following the reporting person's termination of service as a director. F5 · derivative.expiration_date: These phantom stock units were accrued under the DDCP and are to be settled following the reporting person's termination of service as a director. F6 · balance_after: 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. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 23:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 2,214.4196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-18-000019 · wf-form4_151510891084353.xml · nonDerivative · entry 3 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,269.5166 F3 · price: Upon the vesting of restricted stock granted to the reporting person on January 3, 2017, the reporting person deferred receipt of 2,214.4196 shares of common stock and instead received 2,214.4196 phantom stock units pursuant to the DDCP. As a result, the reporting person is reporting the disposition of 2,214.4196 shares of common stock in exchange for an equal number of phantom stock units. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 23:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 2,094.0976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-18-000019 · wf-form4_151510891084353.xml · derivative · entry 4 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,512.4058 Underlying: Common Stock · 2,094.0976 shares Expires not disclosed F4 · derivative.exercise_price: One-for-one. F1 · price: Upon the vesting of restricted stock granted to the reporting person on January 2, 2015, the reporting person deferred receipt of 2,094.0976 shares of common stock and instead received 2,094.0976 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,094.0976 shares of common stock in exchange for an equal number of phantom stock units. F5 · derivative.exercise_date: These phantom stock units were accrued under the DDCP and are to be settled following the reporting person's termination of service as a director. F5 · derivative.expiration_date: These phantom stock units were accrued under the DDCP and are to be settled following the reporting person's termination of service as a director. F6 · balance_after: 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. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 23:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-18-000019 · wf-form4_151510891084353.xml · nonDerivative · entry 2 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,483.9362 F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 23:35 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 2,094.0976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-18-000019 · wf-form4_151510891084353.xml · nonDerivative · entry 1 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,438.9362 F1 · price: Upon the vesting of restricted stock granted to the reporting person on January 2, 2015, the reporting person deferred receipt of 2,094.0976 shares of common stock and instead received 2,094.0976 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,094.0976 shares of common stock in exchange for an equal number of phantom stock units. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 22:00 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 1,700.8249 | $58.80 | $100,000.00 |
DisclosureSEC source: 0000107815-17-000065 · wf-form4_148408564171379.xml · derivative · entry 1 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,959.7453 Underlying: Common Stock · 1,700.8249 shares Expires not disclosed F1 · derivative.exercise_price: One-for-one. F2 · shares: These phantom stock units were acquired pursuant to a deferral of director fees in an acquisition exempt from Section 16(b) pursuant to Rule 16b-3(d). F3 · derivative.exercise_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Director's Deferred Compensation Plan (DDCP) and are to be settled following the reporting person's termination of service as a director. F3 · derivative.expiration_date: These phantom stock units were accrued under the WEC Energy Group, Inc. Director's Deferred Compensation Plan (DDCP) and are to be settled following the reporting person's termination of service as a director. F4 · balance_after: 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. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 00:49 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantPhantom Stock Units · Derivative | 2,433.435 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-17-000024 · wf-form4_148366373382783.xml · derivative · entry 3 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,258.9204 Underlying: Common Stock · 2,433.435 shares Expires not disclosed F3 · derivative.exercise_price: One-for-one. F1 · price: Upon the vesting of restricted stock granted to the reporting person on January 2, 2014, the reporting person deferred receipt of 2,433.4350 shares of common stock and instead received 2,433.4350 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,433.4350 shares of common stock in exchange for an equal number of phantom stock units. F4 · derivative.exercise_date: These phantom stock units were accrued under the DDCP and are to be settled following the reporting person's termination of service as a director. F4 · derivative.expiration_date: These phantom stock units were accrued under the DDCP and are to be settled following the reporting person's termination of service as a director. F5 · balance_after: 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. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 00:49 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | GrantCommon Stock | 2,144 | $0.00 | $0.00 |
DisclosureSEC source: 0000107815-17-000024 · wf-form4_148366373382783.xml · nonDerivative · entry 2 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,312.5915 F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 00:49 UTC | WEC ENERGY GROUP, INC. WEC · Entity 758 | Disposition to issuerCommon Stock | 2,433.435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000107815-17-000024 · wf-form4_148366373382783.xml · nonDerivative · entry 1 STANEK MARY ELLEN · CIK 0001241250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,168.5915 F1 · price: Upon the vesting of restricted stock granted to the reporting person on January 2, 2014, the reporting person deferred receipt of 2,433.4350 shares of common stock and instead received 2,433.4350 phantom stock units pursuant to the Directors Deferred Compensation Plan (DDCP). As a result, the reporting person is reporting the disposition of 2,433.4350 shares of common stock in exchange for an equal number of phantom stock units. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment in transactions exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.