WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
94,00 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership4,379 shares
Latest Disclosed Value $ 506,920
Crewe Advisors LLC reports 0.67% increase in ownership of WIC / WEC Energy Group, Inc.

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 4,379 shares of WEC Energy Group, Inc. (DE:WIC) valued at $438,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 4,350 shares of WEC Energy Group, Inc.. This represents a change in shares of 0.67% during the quarter. The current value of the position is $411,626 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 4,379 29 0.67 507 10.48 0.0433
2026-01-16 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 4,350 28 0.65 459 -7.47 0.0406
2025-11-13 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 4,322 18 0.42 495 10.49 0.0473
2025-07-30 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 4,304 40 0.94 449 -3.45 0.0635
2025-04-23 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 4,264 29 0.68 465 16.58 0.0653
2025-01-27 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 4,235 556 15.11 398 12.75 0.0549
2024-11-12 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 3,679 24 0.66 354 23.43 0.0410
2024-07-29 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 3,655 13 0.36 287 -4.35 0.0321
2024-05-14 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 3,642 3,642 299 0.0349
2023-11-09 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 0 -3,423 -100.00 0 -100.00
2023-07-28 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 3,423 23 0.68 302 -6.21 0.0424
2023-05-12 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 3,400 24 0.71 322 1.90 0.0470
2023-02-08 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 3,376 -89 -2.57 317 1.94 0.0502
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 3,465 50 1.46 310 -9.88 0.0560
2022-08-02 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 3,415 15 0.44 344 1.47 0.0760
2022-04-27 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 3,400 20 0.59 339 3.35 0.0661
2022-02-10 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 3,380 97 2.95 328 13.10 0.0667
2021-10-29 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 3,283 17 0.52 290 -0.34 0.0685
2021-08-11 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 3,266 0 0.00 291 -4.90 0.0722
2021-04-21 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 3,266 0 0.00 306 1.66 0.0759
2021-01-27 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 3,266 0 0.00 301 -4.75 0.1205
2020-10-13 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 3,266 0 0.00 316 10.49 0.1482
2020-07-24 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 3,266 227 7.47 286 6.72 0.1397
2020-05-07 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 3,039 0 0.00 268 -4.29 0.1599
2020-02-05 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 3,039 0 0.00 280 -3.11 0.1226
2019-11-05 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 3,039 -97 -3.09 289 10.73 0.1329
2019-08-09 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 3,136 95 3.12 261 8.75 0.0849
2019-05-10 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 3,041 2 0.07 240 14.29 0.0755
2019-02-05 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 3,039 0 0.00 210 3.45 0.0665
2018-11-13 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 3,039 139 4.79 203 8.56 0.1718
2018-08-07 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 2,900 0 0.00 187 2.75 0.1736
2018-05-07 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 2,900 0 0.00 182 -5.70 0.1785
2018-02-09 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 2,900 2,900 193 0.1890
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.