WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
94,00 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionBlue Chip Partners, Inc.
Latest Disclosed Ownership2,192 shares
Latest Disclosed Value $ 253,793
Blue Chip Partners, Inc. reports 10.71% decrease in ownership of WIC / WEC Energy Group, Inc.

On May 15, 2026 - Blue Chip Partners, Inc. filed a 13F-HR form disclosing ownership of 2,192 shares of WEC Energy Group, Inc. (DE:WIC) valued at $219,529 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,455 shares of WEC Energy Group, Inc.. This represents a change in shares of -10.71% during the quarter. The current value of the position is $206,048 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)
2026-05-15 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 2,192 -263 -10.71 254 -1.94 0.0183
2026-02-17 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 2,455 -169 -6.44 259 -14.00 0.0188
2025-11-17 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 2,624 -266 -9.20 301 -0.33 0.0225
2025-08-15 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 2,890 -556 -16.13 301 -19.73 0.0245
2025-05-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 3,446 -193 -5.30 376 9.65 0.0324
2025-01-31 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 3,639 286 8.53 342 6.21 0.0294
2024-11-04 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 3,353 21 0.63 323 23.37 0.0280
2024-07-29 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 3,332 359 12.08 261 6.97 0.0242
2024-04-25 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 2,973 -16 -0.54 244 -2.79 0.0237
2024-02-05 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 2,989 -242 -7.49 252 -3.46 0.0262
2023-10-30 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 3,231 -388 -10.72 260 -18.50 0.0310
2023-08-02 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 3,619 144 4.14 319 -3.04 0.0363
2023-05-01 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 3,475 25 0.72 329 1.86 0.0391
2023-02-01 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 3,450 226 7.01 323 12.15 0.0402
2022-10-27 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 3,224 308 10.56 288 -1.71 0.0395
2022-08-01 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 2,916 70 2.46 293 3.17 0.0374
2022-05-04 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 2,846 65 2.34 284 5.19 0.0353
2022-02-08 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 2,781 21 0.76 270 11.11 0.0339
2021-11-02 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 2,760 -449 -13.99 243 -14.74 0.0341
2021-08-03 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 3,209 -127 -3.81 285 -8.65 0.0407
2021-05-04 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 3,336 -1,009 -23.22 312 -22.00 0.0479
2021-02-05 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 4,345 -81 -1.83 400 -6.76 0.0626
2020-10-27 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 4,426 -121 -2.66 429 7.52 0.0764
2020-07-30 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 4,547 -62 -1.35 399 -1.72 0.0782
2020-05-08 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 4,609 -1,057 -18.66 406 -22.37 0.1009
2020-02-11 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 5,666 90 1.61 523 -1.32 0.0995
2019-10-29 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 5,576 165 3.05 530 17.52 0.1121
2019-07-31 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 5,411 -82 -1.49 451 3.92 0.1011
2019-04-23 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 5,493 37 0.68 434 14.81 0.1028
2019-02-05 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 5,456 773 16.51 378 20.77 0.0951
2018-10-26 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 4,683 -52 -1.10 313 2.29 0.0763
2018-07-25 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 4,735 -64 -1.33 306 1.66 0.0810
2018-04-25 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 4,799 -17,469 -78.45 301 -79.65 0.0833
2018-01-31 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 22,268 -641 -2.80 1,479 2.85 0.4373
2017-11-07 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 22,909 161 0.71 1,438 3.01 0.4631
2017-08-07 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 22,748 385 1.72 1,396 2.95 0.4866
2017-05-08 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 22,363 -1,017 -4.35 1,356 -1.09 0.5135
2017-02-01 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 23,380 -1,992 -7.85 1,371 -9.74 0.5371
2016-11-04 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 25,372 -293 -1.14 1,519 -9.37 0.6710
2016-08-19 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 25,665 182 0.71 1,676 9.47 0.7544
2016-05-10 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 25,483 1,057 4.33 1,531 22.19 0.7449
2016-02-02 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 24,426 538 2.25 1,253 0.48 0.6527
2015-11-12 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 23,888 1,590 7.13 1,247 24.33 0.7938
2015-08-04 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 22,298 4,219 23.34 1,003 12.07 0.6415
2015-04-28 2015-03-31 13F Wisconsin Energy COM 976657106 18,079 -1,042 -5.45 895 -11.21 0.6064
2015-02-12 2014-12-31 13F Wisconsin Energy COM 976657106 19,121 19,121 1,008 0.7033
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.