WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
94,00 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership3,806 shares
Latest Disclosed Value $ 441
Appleton Partners Inc/ma ownership in WIC / WEC Energy Group, Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 3,806 shares of WEC Energy Group, Inc. (DE:WIC) valued at $381,171 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 3,806 shares of WEC Energy Group, Inc.. The current value of the position is $357,764 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F WEC ENERGY GROUP INC COM CS 92939U106 3,806 0 0.00 0 0.0308
2026-01-09 2025-12-31 13F WEC ENERGY GROUP INC COM CS 92939U106 3,806 0 0.00 0 0.0264
2025-11-05 2025-09-30 13F WEC ENERGY GROUP CS 92939U106 3,806 0 0.00 0 0.0293
2025-07-22 2025-06-30 13F WEC ENERGY GROUP CS 92939U106 3,806 -200 -4.99 0 0.0281
2025-04-22 2025-03-31 13F WEC ENERGY GROUP CS 92939U106 4,006 119 3.06 0 0.0338
2025-01-28 2024-12-31 13F WEC ENERGY GROUP CS 92939U106 3,887 0 0.00 0 0.0271
2024-10-01 2024-09-30 13F WEC ENERGY GROUP CS 92939U106 3,887 0 0.00 0 0.0275
2024-07-02 2024-06-30 13F WEC ENERGY GROUP CS 92939U106 3,887 0 0.00 0 0.0235
2024-04-01 2024-03-31 13F WEC ENERGY GROUP CS 92939U106 3,887 -905 -18.89 0 0.0248
2024-01-02 2023-12-31 13F WEC ENERGY GROUP CS 92939U106 4,792 0 0.00 0 0.0325
2023-10-03 2023-09-30 13F WEC ENERGY GROUP CS 92939U106 4,792 0 0.00 0 0.0343
2023-07-10 2023-06-30 13F WEC ENERGY GROUP CS 92939U106 4,792 0 0.00 0 0.0357
2023-04-10 2023-03-31 13F WEC ENERGY GROUP CS 92939U106 4,792 -65 -1.34 0 0.0404
2023-01-19 2022-12-31 13F WEC ENERGY GROUP CS 92939U106 4,857 0 0.00 0 -100.00 0.0431
2022-10-27 2022-09-30 13F WEC ENERGY GROUP CS 92939U106 4,857 0 0.00 434 -11.25 0.0434
2022-07-08 2022-06-30 13F WEC ENERGY GROUP CS 92939U106 4,857 -720 -12.91 489 -12.21 0.0462
2022-04-05 2022-03-31 13F WEC ENERGY GROUP CS 92939U106 5,577 0 0.00 557 2.96 0.0455
2022-02-03 2021-12-31 13F WEC ENERGY GROUP CS 92939U106 5,577 0 0.00 541 9.96 0.0407
2021-10-14 2021-09-30 13F WEC ENERGY GROUP CS 92939U106 5,577 720 14.82 492 13.89 0.0410
2021-07-07 2021-06-30 13F WEC ENERGY GROUP CS 92939U106 4,857 0 0.00 432 -5.05 0.0368
2021-04-19 2021-03-31 13F WEC ENERGY GROUP INC COM CS 92939U106 4,857 0 0.00 455 1.79 0.0423
2021-01-19 2020-12-31 13F WEC ENERGY GROUP INC COM CS 92939U106 4,857 0 0.00 447 -5.10 0.0440
2020-10-14 2020-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 4,857 0 0.00 471 10.56 0.0520
2020-08-14 2020-06-30 13F WEC ENERGY GROUP INC COM COM 92939U106 4,857 -115 -2.31 426 -2.74 0.0510
2020-05-04 2020-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 4,972 -100 -1.97 438 -6.41 0.0607
2020-01-13 2019-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 5,072 0 0.00 468 -2.90 0.0514
2019-11-04 2019-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 5,072 0 0.00 482 13.95 0.0582
2019-07-25 2019-06-30 13F WEC ENERGY GROUP INC COM COM 92939U106 5,072 0 0.00 423 5.49 0.0523
2019-04-17 2019-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 5,072 -559 -9.93 401 2.82 0.0532
2019-01-17 2018-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 5,631 59 1.06 390 4.84 0.0584
2018-10-09 2018-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 5,572 -3,854 -40.89 372 -38.92 0.0495
2018-08-08 2018-06-30 13F WEC ENERGY GROUP INC COM COM 92939U106 9,426 -2,000 -17.50 609 -14.94 0.0872
2018-04-11 2018-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 11,426 -550 -4.59 716 -10.05 0.1086
2018-01-12 2017-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 11,976 11,976 796 0.1235
2016-11-03 2016-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 0 -4,026 -100.00 0 -100.00
2016-08-03 2016-06-30 13F WEC ENERGY GROUP INC COM COM 92939U106 4,026 0 0.00 263 8.68 0.0538
2016-04-21 2016-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 4,026 0 0.00 242 16.91 0.0478
2016-01-22 2015-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 4,026 0 0.00 207 -1.43 0.0408
2015-10-15 2015-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 4,026 4,026 210 0.0477
2015-02-04 2014-12-31 13F WISCONSIN ENERGY CORP COM COM 976657106 0 -5,026 -100.00 0 -100.00
2014-11-06 2014-09-30 13F WISCONSIN ENERGY CORP COM COM 976657106 5,026 26 0.52 216 4.35 0.0504
2014-02-13 2013-12-31 13F WISCONSIN ENERGY CORP COM COMMON STOCK 976657106 5,000 0 0.00 207 2.48 0.0496
2013-10-22 2013-09-30 13F WISCONSIN ENERGY CORP COM COMMON STOCK 976657106 5,000 -662 -11.69 202 -99.91 0.0541
2013-08-13 2013-06-30 13F WISCONSIN ENERGY CORP COM COMMON STOCK 976657106 5,662 5,662 232,085 0.0669
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.