WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionDaiwa Securities Group Inc.
Latest Disclosed Ownership55,449 shares
Latest Disclosed Value $ 6,419,331
Daiwa Securities Group Inc. reports 5.79% increase in ownership of WIC / WEC Energy Group, Inc.

On May 13, 2026 - Daiwa Securities Group Inc. filed a 13F-HR form disclosing ownership of 55,449 shares of WEC Energy Group, Inc. (DE:WIC) valued at $5,553,217 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 52,414 shares of WEC Energy Group, Inc.. This represents a change in shares of 5.79% during the quarter. The current value of the position is $5,267,655 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 55,449 3,035 5.79 6,419 128,280.00 0.0108
2026-02-10 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 52,414 2,222 4.43 6 0.00 0.0177
2025-11-14 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 50,192 2,326 4.86 6 25.00 0.0194
2025-08-14 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 47,866 2,816 6.25 5 0.00 0.0184
2025-05-13 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 45,050 3,440 8.27 5 33.33 0.0208
2025-02-07 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 41,610 3,111 8.08 4 0.00 0.0175
2024-11-12 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 38,499 3,980 11.53 4 50.00 0.0171
2024-08-07 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 34,519 3,217 10.28 3 0.00 0.0144
2024-05-02 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 31,302 -1,545 -4.70 3 0.00 0.0145
2024-01-31 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 32,847 6,182 23.18 3 0.00 0.0172
2023-11-01 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 26,665 1,610 6.43 2 0.00 0.0153
2023-07-31 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 25,055 1,048 4.37 2 0.00 0.0146
2023-05-02 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 24,007 1,875 8.47 2 0.00 0.0158
2023-02-06 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 22,132 1,220 5.83 2 -99.89 0.0159
2022-11-02 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 20,912 677 3.35 1,870 -8.15 0.0155
2022-08-09 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 20,235 777 3.99 2,036 4.84 0.0156
2022-04-29 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 19,458 508 2.68 1,942 5.60 0.0090
2022-02-03 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 18,950 860 4.75 1,839 15.23 0.0108
2021-11-05 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 18,090 643 3.69 1,596 2.84 0.0105
2021-08-06 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 17,447 973 5.91 1,552 0.65 0.0105
2021-05-03 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 16,474 -2,795 -14.51 1,542 -13.03 0.0115
2021-02-04 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 19,269 743 4.01 1,773 -1.23 0.0137
2020-11-02 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 18,526 3,745 25.34 1,795 37.76 0.0163
2020-08-11 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 14,781 0 0.00 1,303 0.00 0.0275
2020-05-14 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 14,781 1,322 9.82 1,303 5.00 0.0135
2020-01-31 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 13,459 0 0.00 1,241 -3.05 0.0102
2019-11-04 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 13,459 1,284 10.55 1,280 26.11 0.0108
2019-07-24 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 12,175 0 0.00 1,015 5.40 0.0090
2019-04-26 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 12,175 400 3.40 963 18.01 0.0084
2019-02-05 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 11,775 450 3.97 816 7.94 0.0078
2018-11-01 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 11,325 270 2.44 756 5.73 0.0063
2018-07-30 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 11,055 400 3.75 715 7.04 0.0056
2018-05-02 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 10,655 1,153 12.13 668 5.86 0.0054
2018-02-06 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 9,502 -1,300 -12.03 631 -6.93 0.0045
2017-11-02 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 10,802 -28 -0.26 678 1.95 0.0046
2017-07-28 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 10,830 -12,050 -52.67 665 -52.05 0.0043
2017-05-02 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 22,880 -5,450 -19.24 1,387 -16.55 0.0087
2017-02-01 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 28,330 -22,550 -44.32 1,662 -45.45 0.0107
2017-01-10 2016-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 50,880 4,250 9.11 3,047 0.07 0.0182
2016-11-04 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 50,880 3,047
2016-07-25 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 46,630 39,400 544.95 3,045 601.61 0.0182
2016-05-12 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 7,230 0 0.00 434 16.98 0.0027
2016-02-04 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 7,230 0 0.00 371 -1.85 0.0025
2015-11-10 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 7,230 0 0.00 378 16.31 0.0027
2015-08-05 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 7,230 -10,570 -59.38 325 -63.11 0.0023
2015-05-12 2015-03-31 13F WISCONSIN ENERGY COM 976657106 17,800 12,200 217.86 881 198.64 0.0059
2015-02-13 2014-12-31 13F WISCONSIN ENERGY COM 976657106 5,600 -500 -8.20 295 12.60 0.0021
2014-11-12 2014-09-30 13F WISCONSIN ENERGY COM 976657106 6,100 0 0.00 262 -8.39 0.0020
2014-08-13 2014-06-30 13F/A-1 WISCONSIN ENERGY COM 976657106 6,100 -300 -4.69 286 -4.03 0.0021
2014-08-13 2014-06-30 13F WISCONSIN ENERGY COM 976657106 6,100 286
2014-05-14 2014-03-31 13F/A-1 WISCONSIN ENERGY COM 976657106 6,400 -1,000 298 0.0023
2014-05-15 2014-03-31 13F/A-2 WISCONSIN ENERGY COM 976657106 6,400 -1,000 -13.51 298 -2.61 0.0023
2014-05-13 2014-03-31 13F WISCONSIN ENERGY COM 976657106 6,400 298
2014-02-13 2013-12-31 13F WISCONSIN ENERGY COM 976657106 7,400 0 0.00 306 2.34 0.0026
2013-11-14 2013-09-30 13F WISCONSIN ENERGY COM 976657106 7,400 -400 -5.13 299 -6.56 0.0024
2013-08-16 2013-06-30 13F/A-1 WISCONSIN ENERGY COM 976657106 7,800 7,800 320 0.0024
2013-08-13 2013-06-30 13F WISCONSIN ENERGY COM 976657106 7,800 320
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.