WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionBuckley Wealth Management, LLC
Latest Disclosed Ownership9,899 shares
Latest Disclosed Value $ 1,146,122
Buckley Wealth Management, LLC reports 11.21% increase in ownership of WIC / WEC Energy Group, Inc.

On May 13, 2026 - Buckley Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,899 shares of WEC Energy Group, Inc. (DE:WIC) valued at $991,385 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,901 shares of WEC Energy Group, Inc.. This represents a change in shares of 11.21% during the quarter. The current value of the position is $940,405 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)
2026-05-13 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 9,899 998 11.21 1,146 22.17 0.2925
2026-02-12 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 8,901 2,287 34.58 939 23.91 0.2489
2025-11-14 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 6,614 -209 -3.06 758 6.62 0.2075
2025-08-11 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 6,823 -50 -0.73 711 -5.21 0.2128
2025-05-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 6,873 183 2.74 749 19.08 0.2330
2025-02-10 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 6,690 187 2.88 629 0.64 0.1926
2024-10-18 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 6,503 174 2.75 625 26.01 0.1927
2024-07-24 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 6,329 -2 -0.03 497 -4.43 0.1574
2024-04-16 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 6,331 -17 -0.27 520 -2.81 0.1667
2024-01-18 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 6,348 -290 -4.37 534 0.00 0.1855
2023-10-13 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 6,638 -1,915 -22.39 535 -29.18 0.2000
2023-07-12 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 8,553 3,713 76.71 755 64.63 0.2567
2023-04-14 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 4,840 -56 -1.14 459 -0.22 0.1689
2023-02-10 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 4,896 76 1.58 459 6.50 0.1671
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 4,820 -1,217 -20.16 431 -29.11 0.1589
2022-08-04 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 6,037 -138 -2.23 608 -1.30 0.1956
2022-05-06 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 6,175 1,499 32.06 616 35.68 0.1667
2022-02-02 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 4,676 -223 -4.55 454 5.09 0.1325
2021-11-09 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 4,899 364 8.03 432 7.20 0.1397
2021-07-27 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 4,535 103 2.32 403 -2.89 0.1383
2021-04-30 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 4,432 562 14.52 415 16.57 0.1538
2021-01-20 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 3,870 81 2.14 356 -3.00 0.1460
2020-10-19 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 3,789 -1,264 -25.01 367 -17.16 0.1647
2020-07-15 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 5,053 -517 -9.28 443 -9.78 0.2009
2020-04-10 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 5,570 1,655 42.27 491 36.01 0.2664
2020-01-16 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 3,915 -302 -7.16 361 -9.98 0.1638
2019-10-11 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 4,217 -29 -0.68 401 13.28 0.1963
2019-07-19 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 4,246 195 4.81 354 10.63 0.1657
2019-04-11 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 4,051 -494 -10.87 320 1.59 0.1516
2019-02-01 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 4,545 307 7.24 315 11.31 0.1624
2018-10-25 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 4,238 36 0.86 283 4.04 0.1236
2018-07-31 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 4,202 205 5.13 272 8.37 0.1286
2018-05-08 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 3,997 760 23.48 251 16.74 0.1241
2018-02-07 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 3,237 3,237 215 0.1078
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.