WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↓ -2,00 (-2,06%)
2026-05-29
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership178,508 shares
Latest Disclosed Value $ 20,665,923
Creative Planning reports 22.65% increase in ownership of WIC / WEC Energy Group, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 178,508 shares of WEC Energy Group, Inc. (DE:WIC) valued at $17,877,576 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 145,538 shares of WEC Energy Group, Inc.. This represents a change in shares of 22.65% during the quarter. The current value of the position is $16,958,260 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)
2026-05-12 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 178,508 32,970 22.65 20,666 34.64 0.0138
2026-02-17 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 145,538 21,070 16.93 15,348 7.61 0.0110
2025-11-14 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 124,468 -3,790 -2.95 14,263 6.72 0.0109
2025-08-08 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 128,258 -24,936 -16.28 13,364 -19.95 0.0114
2025-05-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 153,194 87,571 133.45 16,695 170.54 0.0157
2025-02-14 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 65,623 8,095 14.07 6,171 11.53 0.0060
2024-10-11 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 57,528 2,532 4.60 5,533 28.26 0.0055
2024-08-15 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 54,996 -539 -0.97 4,315 -5.39 0.0046
2024-05-13 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 55,535 3,176 6.07 4,561 3.47 0.0051
2024-02-14 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 52,359 -3,364 -6.04 4,407 -1.80 0.0082
2023-11-16 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 55,723 89 0.16 4,488 -8.58 0.0060
2023-07-21 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 55,634 5,433 10.82 4,909 3.17 0.0065
2023-05-15 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 50,201 -4,361 -7.99 4,759 -6.98 0.0069
2023-02-10 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 54,562 -623 -1.13 5,116 3.65 0.0077
2022-11-03 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 55,185 4,521 8.92 4,935 -3.22 0.0085
2022-08-15 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 50,664 5,637 12.52 5,099 13.46 0.0084
2022-05-16 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 45,027 -500 -1.10 4,494 1.70 0.0070
2022-02-11 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 45,527 671 1.50 4,419 11.70 0.0071
2021-11-10 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 44,856 1,359 3.12 3,956 2.25 0.0070
2021-08-04 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 43,497 -16,671 -27.71 3,869 -31.29 0.0069
2021-04-30 2021-03-31 13F CreativePlanning COM 92939U106 60,168 7,493 14.22 5,631 16.15 0.0113
2021-01-29 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 52,675 1,052 2.04 4,848 -3.08 0.0107
2020-11-05 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 51,623 844 1.66 5,002 12.38 0.0131
2020-07-23 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 50,779 2,732 5.69 4,451 5.13 0.0129
2020-05-05 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 48,047 1,500 3.22 4,234 -1.37 0.0150
2020-01-30 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 46,547 408 0.88 4,293 -2.16 0.0129
2019-11-01 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 46,139 2,857 6.60 4,388 21.62 0.0143
2019-07-26 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 43,282 342 0.80 3,608 6.24 0.0121
2019-04-24 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 42,940 -1,864 -4.16 3,396 9.44 0.0122
2019-02-12 2018-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 44,804 -9,314 -17.21 3,103 -14.12 0.0127
2019-02-01 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 44,804 -9,314 3,103
2018-10-25 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 54,118 14,031 35.00 3,613 39.39 0.0134
2018-07-20 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 40,087 -6,884 -14.66 2,592 -11.99 0.0102
2018-04-18 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 46,971 2,240 5.01 2,945 -0.88 0.0120
2018-01-17 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 44,731 2,178 5.12 2,971 11.23 0.0128
2017-10-17 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 42,553 2,898 7.31 2,671 9.74 0.0124
2017-07-12 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 39,655 1,009 2.61 2,434 3.88 0.0123
2017-04-07 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 38,646 -3,214 -7.68 2,343 -4.56 0.0128
2017-01-09 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 41,860 -1,761 -4.04 2,455 -6.01 0.0150
2016-10-12 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 43,621 6,509 17.54 2,612 7.80 0.0166
2016-07-12 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 37,112 -410 -1.09 2,423 7.50 0.0175
2016-04-08 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 37,522 -572 -1.50 2,254 15.29 0.0176
2016-01-11 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 38,094 12,488 48.77 1,955 46.22 0.0161
2015-10-09 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 25,606 2,424 10.46 1,337 28.19 0.0118
2015-07-09 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 23,182 5,115 28.31 1,043 16.67 0.0095
2015-04-13 2015-03-31 13F WISCONSIN ENERGY COM 976657106 18,067 18,067 0.00 894 0.0084
2015-01-29 2014-12-31 13F WISCONSIN ENERGY COM 976657106 0 -14,947 -100.00 0 -100.00
2014-10-10 2014-09-30 13F WISCONSIN ENERGY COM 976657106 14,947 2,808 23.13 643 12.81 0.0075
2014-08-20 2014-06-30 13F WISCONSIN ENERGY COM 976657106 12,139 293 2.47 570 3.45 0.0074
2014-04-11 2014-03-31 13F WISCONSIN ENERGY COM 976657106 11,846 -2,461 -17.20 551 -6.77 0.0083
2014-01-06 2013-12-31 13F WISCONSIN ENERGY COM 976657106 14,307 1,811 14.49 591 17.03 0.0101
2013-10-10 2013-09-30 13F WISCONSIN ENERGY COM 976657106 12,496 -4 -0.03 505 -1.37 0.0100
2013-07-09 2013-06-30 13F WISCONSIN ENERGY COM 976657106 12,500 12,500 512 0.0119
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.