WEC ENERGY GROUP INC (WEC)

Sector: Utilities

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2026 Annual Meeting Analysis

WEC ENERGY GROUP INC · Meeting: May 7, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

12

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of 12 Directors – Terms Expiring in 2027

12 FOR
✓ FOR
Warner L. Baxter

Director since 2025 — joined within the past 24 months and is therefore exempt from the stock performance trigger; brings strong utility industry and governance credentials.

✓ FOR
Ave M. Bie

WEC's 3-year return of +38.8% is strong-positive and the gap to peer median is only -9.6pp, well below the 65pp threshold required to trigger a vote against; no other policy flags.

✓ FOR
Danny L. Cunningham

WEC's 3-year return of +38.8% is strong-positive and the gap to peer median is only -9.6pp, well below the 65pp threshold required to trigger a vote against; no other policy flags.

✓ FOR
William M. Farrow III

WEC's 3-year return of +38.8% is strong-positive and the gap to peer median is only -9.6pp, well below the 65pp threshold required to trigger a vote against; no other policy flags.

✓ FOR
Cristina A. Garcia-Thomas

WEC's 3-year return of +38.8% is strong-positive and the gap to peer median is only -9.6pp, well below the 65pp threshold required to trigger a vote against; no other policy flags.

✓ FOR
Maria C. Green

WEC's 3-year return of +38.8% is strong-positive and the gap to peer median is only -9.6pp, well below the 65pp threshold required to trigger a vote against; serves on Audit and Finance committees with appropriate financial expertise.

✓ FOR
Thomas K. Lane

WEC's 3-year return of +38.8% is strong-positive and the gap to peer median is only -9.6pp, well below the 65pp threshold required to trigger a vote against; serves as Independent Lead Director with extensive energy-sector financial experience.

✓ FOR
John D. Lange

Director since 2025 — joined within the past 24 months and is therefore exempt from the stock performance trigger; brings deep investment banking experience in the utility and energy sector.

✓ FOR
Scott J. Lauber

WEC's 3-year return of +38.8% is strong-positive and the gap to peer median is only -9.6pp, well below the 65pp threshold required to trigger a vote against; TSR trigger does not apply to Lauber as CEO-director independent of the Say on Pay determination.

✓ FOR
Ulice Payne, Jr.

WEC's 3-year return of +38.8% is strong-positive and the gap to peer median is only -9.6pp, well below the 65pp threshold required to trigger a vote against; serves at two public boards (WEC and ManpowerGroup), within the four-board limit.

✓ FOR
Mary Ellen Stanek

WEC's 3-year return of +38.8% is strong-positive and the gap to peer median is only -9.6pp, well below the 65pp threshold required to trigger a vote against; serves as Finance Committee Chair with strong investment management credentials.

✓ FOR
Glen E. Tellock

WEC's 3-year return of +38.8% is strong-positive and the gap to peer median is only -9.6pp, well below the 65pp threshold required to trigger a vote against; certified public accountant serving on the Audit and Oversight Committee.

All 12 director nominees pass the policy screens: WEC's 3-year total return of +38.8% is in the strong-positive tier and trails the company-disclosed peer group median by only 9.6 percentage points — far below the 65-point gap needed to trigger votes against under that tier. The two newest directors (Baxter and Lange, both joining in 2025) are exempt from the performance trigger. No director is overboarded, attendance was above 98%, all audit and compensation committee members are independent, and the board discloses a detailed skills matrix. Vote FOR all 12 nominees.

Say on Pay

✓ FOR

CEO

Scott J. Lauber

Total Comp

$12,188,492

Prior Support

93.2%%

CEO Scott Lauber received total compensation of $12,188,492 in 2025, which is consistent with the market median for a CEO at a large-cap regulated utility holding company of WEC's scale (~$38B market cap). The pay program is heavily performance-weighted — 89% of CEO pay and 78% of other named executive pay is variable and tied to specific financial, operational, and social targets including earnings per share growth, cash flow, customer satisfaction, and safety — exceeding the policy's 50–60% variable pay requirement. The prior Say on Pay vote received 93.2% support, well above the 70% threshold, and no structural concerns with incentive metric quality are identified. Vote FOR.

Auditor Ratification

✓ FOR

Auditor

Deloitte & Touche LLP

Tenure

24 yrs

Audit Fees

$8,077,682

Non-Audit Fees

$676,047

Non-audit fees (audit-related fees of $523,547 plus tax fees of $148,710 plus other fees of $3,790, totaling $676,047) represent approximately 8.4% of core audit fees of $8,077,682 — well below the 50% threshold that would raise independence concerns. Deloitte's tenure of 24 years is below the 25-year threshold that would require additional scrutiny, and the firm is a Big 4 auditor appropriate for a company of WEC's size and complexity. No material restatements are disclosed.

Stockholder Proposals

3 proposals submitted by shareholders

Proposal 4

Amendments to Restated Articles of Incorporation to Eliminate Supermajority Voting Requirements

✓ FOR
Filed by:Board of Directors (management proposal)OtherCharter Amendment
Prior-year support: 77% (Board's own binding proposal to eliminate supermajority voting requirements received approximately 77% of outstanding shares (strong support but fell short of the 80% threshold required) at the 2025 Annual Meeting; a non-binding shareholder version passed with majority of votes cast at the 2024 Annual Meeting.)
Board recommends: FOR
governance improvementsupermajority eliminationmajority shareholder support at prior meeting

This is a board-initiated proposal to eliminate the requirement that 80% of all outstanding shares must approve certain charter amendments, replacing it with a simple majority-of-votes-cast standard — a clear improvement to shareholder rights. Supermajority requirements make it harder for shareholders to effect governance changes and are widely viewed as an entrenching mechanism; removing them aligns with mainstream governance best practices and responds directly to shareholder sentiment expressed in 2024 and 2025. Supporting this proposal gives shareholders meaningful power to amend the company's foundational documents by majority vote rather than a supermajority that effectively gives a minority of shareholders veto power.

Proposal 5

Amendments to Bylaws to Eliminate Supermajority Voting Requirements

✓ FOR
Filed by:Board of Directors (management proposal)OtherCharter Amendment
Prior-year support: 77% (Board's own binding bylaw proposal received approximately 77% of outstanding shares (strong support but fell short of the 80% required threshold) at the 2025 Annual Meeting; a non-binding shareholder version passed with majority of votes cast at the 2024 Annual Meeting.)
Board recommends: FOR
governance improvementsupermajority eliminationmajority shareholder support at prior meeting

This board-initiated proposal eliminates the 80%-of-outstanding-shares requirement to amend key bylaw provisions and to remove a director without cause, replacing both with a simple majority-of-votes-cast standard. Eliminating supermajority requirements from both the company's charter and bylaws is a mainstream governance improvement that directly enhances shareholders' ability to hold the board accountable. The proposal received strong support in 2025 but narrowly missed the high bar required — voting FOR again is the clearest way for shareholders to complete this governance improvement.

Proposal 6

Stockholder Proposal to Govern by Majority Vote

✗ AGAINST
Filed by:John CheveddenIndividual ActivistGovernance
Board recommends: AGAINST
board already submitting binding equivalent proposalsadjournment mechanism adds no incremental valuecredible filer but proposal is redundant

John Chevedden is a credible individual governance activist whose core objective — eliminating supermajority voting requirements — is entirely valid and worth supporting. However, the board has already placed binding proposals (Proposals 4 and 5) on this same ballot that directly accomplish that goal, and voting FOR those proposals is the most effective way for shareholders to act. This separate Chevedden proposal adds only one incremental element — a mechanism to adjourn the annual meeting for up to two weeks to seek additional votes — which the board has reasonably argued is unnecessary given WEC's consistently high quorum participation (over 88% in 2025) and uncertain to produce a better outcome. Since the substantive governance improvement shareholders want is achievable by voting FOR Proposals 4 and 5, this duplicative advisory proposal is unnecessary, and a vote AGAINST it does not imply opposition to majority voting itself.

Overall Assessment

WEC Energy Group's 2026 annual meeting ballot is straightforward and generally shareholder-friendly: all 12 director nominees pass policy screens given WEC's strong 3-year total return and modest peer underperformance well below trigger thresholds, auditor fees and tenure are within policy limits, and executive compensation is heavily performance-weighted with 93% prior shareholder support. The most consequential items are Proposals 4 and 5 — board-sponsored binding proposals to eliminate supermajority voting requirements from the articles and bylaws — which represent a meaningful governance improvement that shareholders should support, making Chevedden's companion Proposal 6 redundant and unnecessary.

Filing date: March 26, 2026·Policy v1.2·high confidence

Compensation Peer Group

20 companies disclosed in 2026 proxy filing

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DTEDTE Energy Company
EIXEdison International
ETREntergy Corporation
EVRGEvergy, Inc.
ESEversource Energy
EXCExelon Corporation
FEFirstEnergy Corp.
NINiSource Inc.
PCGPG&E Corporation
PNWPinnacle West Capital Corporation
PPLPPL Corporation
SOThe Southern Company
XELXcel Energy Inc.