Godsey & Gibb 13F: New $60K Stake in WEC Energy (WEC)

Godsey & Gibb disclosed a new stake in WEC Energy Group, Inc. (NYSE: WEC) in a filing on October 14, 2026. Keep in mind that 13F filings are backward-looking and show holdings as of the end of the reporting period, which may not reflect the investor's current position today.

Inside Godsey & Gibb's WEC Energy Group Trade

Godsey & Gibb opened a new position by purchasing 600 shares of the utility provider. The reported value of the newly initiated stake is approximately $60,468.

Other Institutional Activity in WEC Energy Group

Other large funds made adjustments to their WEC Energy Group holdings during the period. Blackrock Inc. grew its holdings by 271,012 shares, ending with 33,321,277 shares worth about $3,622,355,992. Vanguard Capital Management LLC added 107,851 shares to hold 21,255,153 shares valued at roughly $2,310,647,663. State Street Corporation trimmed its position by 148,699 shares, leaving it with 21,094,044 shares worth about $2,293,133,503. Vanguard Portfolio Management LLC grew its stake by 105,665 shares to reach 16,877,935 shares valued at roughly $1,834,800,298. Geode Capital Management, LLC lifted its holdings by 133,866 shares, finishing with 9,240,374 shares worth about $1,004,521,049.

WEC Energy Group, Inc. Stock Up 2.0%

WEC Energy Group shares recently traded around $108.18 as of October 16, 2026. The stock sits about 2.7% above its 50-day moving average of $105.38 and roughly 2.8% below its 200-day moving average of $111.24. Shares trade 9.8% below their 52-week high of $119.91 and 8.4% above their 52-week low of $99.80.

Recent Earnings

WEC Energy Group reported trailing twelve-month revenue of $10,137,400,320 and earnings of $5.15 per share. The company generated a net profit margin of 16.7% and a return on equity of 12.0%. Revenue grew at a year-over-year rate of 2.6%. The company's next quarterly earnings report is scheduled for October 29, 2026.

Dividend

WEC Energy Group pays an annual dividend rate of $3.81 per share, giving it a dividend yield of 3.59%. The company pays out 71.7% of its earnings as dividends to shareholders.

Insider Buying and Selling at WEC Energy Group, Inc.

Director Gale E. Klappa sold 3,180 shares on February 23, 2026, at an average price of $115.44 for a total value of $367,099. Director Ulice Payne Jr. sold 1,450 shares on February 24, 2026, at an average price of $114.60, totaling $166,166. Officer Daniel P. Krueger sold 4,665 shares on May 19, 2026, valued at $517,624. Later, on August 11, 2026, Director Ulice Payne Jr. sold 980 shares at an average price of $105.58 for a total of $103,468.

Analysts Set New Price Targets

On July 16, 2026, JP Morgan maintained a Neutral rating on the stock with a price target of $124.00, up from $120.00. On July 22, 2026, BMO Capital maintained a Market Perform rating while adjusting its price target to $117.00 from $120.00. On July 23, 2026, Keybanc maintained an Overweight rating and set a target of $117.00, down from $126.00. On August 13, 2026, Truist Securities kept a Hold rating with a target of $114.00, down from $122.00. Most recently, on October 13, 2026, Keybanc maintained its Overweight rating and lowered its price target to $111.00 from $117.00. Overall, the stock holds a consensus buy recommendation from analysts with a mean price target of $119.44.

About WEC Energy Group

WEC Energy Group, Inc. provides regulated electricity and natural gas service, along with renewable energy options, to customers across the United States. Operating through utility and infrastructure segments, the Milwaukee-based company builds and manages the power lines, pipelines, and generation assets required to deliver reliable energy. This institutional filing from Godsey & Gibb highlights how smaller asset managers approach the utility sector ahead of upcoming financial reports.

Bottom Line

Investors will look toward WEC Energy Group's upcoming earnings release on October 29, 2026, for fresh updates on operations and financial performance. Future Form 13F filings will show whether Godsey & Gibb maintains or builds upon its initial position in the utility provider.