WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership40,609 shares
Latest Disclosed Value $ 4,701,383
Belpointe Asset Management LLC reports 9.71% increase in ownership of WIC / WEC Energy Group, Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 40,609 shares of WEC Energy Group, Inc. (DE:WIC) valued at $4,066,991 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 37,014 shares of WEC Energy Group, Inc.. This represents a change in shares of 9.71% during the quarter. The current value of the position is $3,857,855 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.

Upgrade to unlock premium data and export to Excel .

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 COM 92939U106 40,609 3,595 9.71 4,701 20.45 0.1716
2026-01-27 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 37,014 3,672 11.01 3,904 2.17 0.1410
2025-11-03 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 33,342 1,513 4.75 3,821 15.20 0.1460
2025-07-22 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 31,829 1,944 6.50 3,317 1.84 0.1382
2025-05-20 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 29,885 -7,143 -19.29 3,257 -5.46 0.1695
2025-02-13 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 37,028 5,603 17.83 3,445 13.96 0.2075
2024-11-13 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 31,425 1,215 4.02 3,022 27.51 0.1813
2024-08-02 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 30,210 10,728 55.07 2,370 48.22 0.1653
2024-05-08 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 19,482 1,284 7.06 1,600 4.44 0.1198
2024-02-13 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 18,198 6,020 49.43 1,532 56.22 0.1345
2023-11-15 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 12,178 1,021 9.15 981 -0.41 0.1016
2023-08-15 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 11,157 -12,006 -51.83 985 -55.17 0.1041
2023-05-15 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 23,163 6,314 37.47 2,196 39.01 0.1186
2023-02-08 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 16,849 3,662 27.77 1,580 33.93 0.0955
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 13,187 1,431 12.17 1,179 -0.34 0.0797
2022-08-02 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 11,756 -456 -3.73 1,183 -2.95 0.0793
2022-04-28 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 12,212 382 3.23 1,219 6.18 0.0739
2022-02-15 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 11,830 156 1.34 1,148 11.46 0.0716
2021-11-15 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 11,674 1,008 9.45 1,030 8.54 0.0702
2021-08-09 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 10,666 7,028 193.18 949 179.12 0.0683
2021-05-14 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 3,638 1,236 51.46 340 53.85 0.0291
2021-02-16 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 2,402 889 58.76 221 50.34 0.0198
2020-11-13 2020-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 1,513 204 15.58 147 27.83 0.0164
2020-07-20 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 1,309 1,309 115 0.0149
2020-07-20 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -1,408 -100.00 0 -100.00
2020-02-18 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 1,408 1,408 130 0.0165
2019-11-22 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 0 -1,269 -100.00 0 -100.00
2019-06-11 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 1,269 1,269 100 0.0195
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.