WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↓ -2,00 (-2,06%)
2026-05-29
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionBoston Trust Walden Corp
Latest Disclosed Ownership195,132 shares
Latest Disclosed Value $ 22,590,432
Boston Trust Walden Corp reports 1.40% decrease in ownership of WIC / WEC Energy Group, Inc.

On April 24, 2026 - Boston Trust Walden Corp filed a 13F-HR form disclosing ownership of 195,132 shares of WEC Energy Group, Inc. (DE:WIC) valued at $19,542,470 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 197,898 shares of WEC Energy Group, Inc.. This represents a change in shares of -1.40% during the quarter. The current value of the position is $18,537,540 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)
2026-04-24 2026-03-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 195,132 -2,766 -1.40 22,590 8.24 0.1111
2026-01-28 2025-12-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 197,898 -4,690 -2.32 20,870 -10.10 0.1575
2025-10-17 2025-09-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 202,588 60,667 42.75 23,215 56.98 0.1703
2025-07-28 2025-06-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 141,921 16,655 13.30 14,788 8.33 0.1055
2025-04-21 2025-03-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 125,266 9,120 7.85 13,651 24.99 0.0997
2025-01-24 2024-12-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 116,146 -575 -0.49 10,922 -2.71 0.0766
2024-10-24 2024-09-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 116,721 175 0.15 11,226 22.77 0.0781
2024-07-19 2024-06-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 116,546 645 0.56 9,144 -3.92 0.0678
2024-04-22 2024-03-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 115,901 115,901 9,518 0.0679
2018-04-13 2018-03-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 0 -14,130 -100.00 0 -100.00
2018-01-29 2017-12-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 14,130 -75 -0.53 938 5.16 0.0138
2017-10-13 2017-09-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 14,205 -10 -0.07 892 2.29 0.0139
2017-07-19 2017-06-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 14,215 1,102 8.40 872 9.69 0.0140
2017-04-24 2017-03-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 13,113 0 0.00 795 3.38 0.0124
2017-02-07 2016-12-31 13F/A-1 WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 13,113 0 0.00 769 -2.04 0.0121
2017-02-01 2016-12-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 13,113 769
2016-10-17 2016-09-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 13,113 0 0.00 785 -8.40 0.0129
2016-08-09 2016-06-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 13,113 163 1.26 857 10.15 0.0146
2016-04-19 2016-03-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 12,950 -225 -1.71 778 15.09 0.0135
2016-01-21 2015-12-31 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 13,175 0 0.00 676 -1.74 0.0125
2015-10-29 2015-09-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 13,175 50 0.38 688 16.61 0.0115
2015-07-17 2015-06-30 13F WEC ENERGY GROUP INC COM COMMON STOCK 92939U106 13,125 5,625 75.00 590 59.03 0.0090
2015-04-15 2015-03-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 7,500 7,500 0.00 371 0.0055
2015-01-28 2014-12-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 0 -7,500 -100.00 0 -100.00
2014-10-23 2014-09-30 13F WISCONSIN ENERGY COMMON STOCK 976657106 7,500 0 0.00 322 -8.52 0.0050
2014-08-01 2014-06-30 13F WISCONSIN ENERGY COMMON STOCK 976657106 7,500 0 0.00 352 0.86 0.0051
2014-04-11 2014-03-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 7,500 0 0.00 349 12.58 0.0052
2014-02-11 2013-12-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 7,500 7,500 310 0.0045
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.