Heck Capital Advisors LLC Takes $938,000 Position in WEC Energy Group, Inc. $WEC

Key Points

• Heck Capital Advisors opened a new Q4 position in WEC Energy Group, buying 8,896 shares worth about $938,000.
• Insiders have been net sellers, disposing of 42,354 shares valued at roughly $4.86 million over the past 90 days (notable sales by VP Mary Beth Straka and Director Gale E. Klappa), leaving insiders with about 0.50% ownership.
• WEC trades with a market cap of $38.33 billion and a P/E of 24.36, has FY2026 EPS guidance of 5.510–5.610, and carries a MarketBeat consensus of "Moderate Buy" with an average price target of $120.73.

Heck Capital Advisors LLC acquired a new position in WEC Energy Group, Inc. (NYSE:WEC - Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 8,896 shares of the utilities provider's stock, valued at approximately $938,000.

Several other large investors have also made changes to their positions in the business. AE Wealth Management LLC increased its position in WEC Energy Group by 4.9% during the third quarter. AE Wealth Management LLC now owns 171,770 shares of the utilities provider's stock worth $19,683,000 after acquiring an additional 7,970 shares during the period. Baillie Gifford & Co. boosted its holdings in WEC Energy Group by 53.0% in the 3rd quarter. Baillie Gifford & Co. now owns 131,363 shares of the utilities provider's stock valued at $15,053,000 after purchasing an additional 45,477 shares during the period. Alley Investment Management Company LLC grew its position in WEC Energy Group by 36.5% in the 3rd quarter. Alley Investment Management Company LLC now owns 59,519 shares of the utilities provider's stock worth $6,820,000 after purchasing an additional 15,926 shares during the last quarter. London & Capital Asset Management Ltd grew its position in WEC Energy Group by 48.1% in the 3rd quarter. London & Capital Asset Management Ltd now owns 31,498 shares of the utilities provider's stock worth $3,609,000 after purchasing an additional 10,231 shares during the last quarter. Finally, Vaughan Nelson Investment Management L.P. increased its holdings in shares of WEC Energy Group by 13.5% during the 3rd quarter. Vaughan Nelson Investment Management L.P. now owns 419,574 shares of the utilities provider's stock worth $48,079,000 after purchasing an additional 49,905 shares during the period. Institutional investors and hedge funds own 77.20% of the company's stock.

Insider Buying and Selling

In related news, 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 transaction of $325,132.50. Following the completion of the transaction, the vice president owned 4,707 shares in the company, valued at $543,658.50. This trade represents a 37.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Gale E. Klappa sold 5,000 shares of the business's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $116.55, for a total value of $582,750.00. Following the completion of the sale, the director directly owned 276,600 shares in the company, valued at approximately $32,237,730. This represents a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 42,354 shares of company stock valued at $4,855,505 over the last ninety days. Company insiders own 0.50% of the company's stock.

WEC Energy Group Price Performance

NYSE:WEC opened at $117.67 on Friday. The company has a 50-day moving average of $114.15 and a 200-day moving average of $111.50. The company has a market capitalization of $38.33 billion, a price-to-earnings ratio of 24.36, a PEG ratio of 2.79 and a beta of 0.53. WEC Energy Group, Inc. has a 52 week low of $100.61 and a 52 week high of $118.53. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.44 and a current ratio of 0.59.

WEC Energy Group (NYSE:WEC - Get Free Report) last posted its earnings results on Thursday, February 5th. The utilities provider reported $1.42 earnings per share for the quarter, beating analysts' consensus estimates of $1.39 by $0.03. WEC Energy Group had a net margin of 15.90% and a return on equity of 12.40%. The business had revenue of $2.54 billion for the quarter, compared to analysts' expectations of $2.19 billion. During the same quarter in the previous year, the firm posted $1.43 earnings per share. The firm's revenue for the quarter was down 8.8% on a year-over-year basis. WEC Energy Group has set its FY 2026 guidance at 5.510-5.610 EPS. As a group, equities research analysts anticipate that WEC Energy Group, Inc. will post 5.23 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have recently commented on WEC. JPMorgan Chase & Co. upped their price objective on shares of WEC Energy Group from $113.00 to $115.00 and gave the company a "neutral" rating in a research report on Thursday, January 15th. BTIG Research reissued a "buy" rating and set a $135.00 target price on shares of WEC Energy Group in a research report on Friday, January 30th. BMO Capital Markets restated a "market perform" rating and set a $121.00 price target on shares of WEC Energy Group in a research note on Friday, February 6th. Wells Fargo & Company reduced their price objective on WEC Energy Group from $124.00 to $117.00 and set an "overweight" rating for the company in a research report on Tuesday, January 20th. Finally, UBS Group decreased their price objective on WEC Energy Group from $119.00 to $115.00 and set a "neutral" rating on the stock in a report on Wednesday, December 17th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, WEC Energy Group presently has an average rating of "Moderate Buy" and an average price target of $120.73.

WEC Energy Group Company Profile

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.

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