WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↓ -2,00 (-2,06%)
2026-05-29
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionBusey Wealth Management
Latest Disclosed Ownership2,629 shares
Latest Disclosed Value $ 304,360
Busey Wealth Management reports 3.70% decrease in ownership of WIC / WEC Energy Group, Inc.

On April 28, 2026 - Busey Wealth Management filed a 13F-HR form disclosing ownership of 2,629 shares of WEC Energy Group, Inc. (DE:WIC) valued at $263,294 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,730 shares of WEC Energy Group, Inc.. This represents a change in shares of -3.70% during the quarter. The current value of the position is $249,755 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 ENGERGY GROUP COMMON STOCK 92939U106 2,629 -101 -3.70 304 5.92 0.0040
2026-01-27 2025-12-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 2,730 229 9.16 288 0.35 0.0076
2025-10-15 2025-09-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 2,501 79 3.26 287 13.49 0.0080
2025-07-11 2025-06-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 2,422 -5 -0.21 252 -4.55 0.0077
2025-05-15 2025-03-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 2,427 2,427 264 0.0089
2023-04-25 2023-03-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 0 -2,486 -100.00 0 -100.00
2023-01-23 2022-12-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 2,486 49 2.01 233 6.88 0.0105
2022-10-24 2022-09-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 2,437 0 0.00 218 -11.38 0.0108
2022-08-03 2022-06-30 13F/A-1 WEC ENGERGY GROUP COMMON STOCK 92939U106 2,437 5 0.21 246 1.23 0.0114
2022-08-01 2022-06-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 2,437 5 246 0.0050
2022-04-21 2022-03-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 2,432 -280 -10.32 243 -7.60 0.0097
2022-01-25 2021-12-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 2,712 -3,465 -56.10 263 -51.74 0.0099
2021-10-29 2021-09-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 6,177 1,443 30.48 545 29.45 0.0219
2021-07-22 2021-06-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 4,734 753 18.91 421 12.87 0.0197
2021-04-20 2021-03-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,981 -4 -0.10 373 1.63 0.0187
2021-01-20 2020-12-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,985 0 0.00 367 -4.92 0.0210
2020-10-16 2020-09-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,985 -475 -10.65 386 -1.28 0.0246
2020-07-21 2020-06-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 4,460 0 0.00 391 -0.51 0.0270
2020-04-17 2020-03-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 4,460 0 0.00 393 -4.61 0.0319
2020-02-11 2019-12-31 13F WEC ENERGY GROUP COMMON STOCK 92939U106 4,460 550 14.07 412 10.75 0.0271
2019-11-12 2019-09-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,910 603 18.23 372 34.78 0.0268
2019-07-24 2019-06-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,307 0 0.00 276 5.34 0.0262
2019-04-16 2019-03-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,307 -80 -2.36 262 11.49 0.0238
2019-02-05 2018-12-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,387 -66 -1.91 235 1.73 0.0242
2018-10-12 2018-09-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,453 146 4.41 231 7.94 0.0214
2018-07-24 2018-06-30 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,307 0 0.00 214 3.38 0.0212
2018-05-04 2018-03-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,307 -42 -1.25 207 -6.76 0.0218
2018-02-09 2017-12-31 13F WEC ENGERGY GROUP COMMON STOCK 92939U106 3,349 3,349 222 0.0283
2016-02-04 2015-12-31 13F WEC COMMON STOCK 92939U106 0 -4,413 -100.00 0 -100.00
2015-11-12 2015-09-30 13F WEC COMMON STOCK 92939U106 4,413 4,413 230 0.0329
2015-05-15 2015-03-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 0 -4,158 -100.00 0 -100.00
2015-02-17 2014-12-31 13F WISCONSIN ENERGY COMMON STOCK 976657106 4,158 4,158 219 0.0300
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.