WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership4,584 shares
Latest Disclosed Value $ 530,727
EverSource Wealth Advisors, LLC reports 9.85% increase in ownership of WIC / WEC Energy Group, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 4,584 shares of WEC Energy Group, Inc. (DE:WIC) valued at $459,088 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,173 shares of WEC Energy Group, Inc.. This represents a change in shares of 9.85% during the quarter. The current value of the position is $435,480 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)
2026-05-15 2026-03-31 13F/A-1 WEC ENERGY GROUP INC COM Stock 92939U106 4,584 411 9.85 531 20.45 0.0025
2026-05-14 2026-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 4,924 751 366 0.0112
2026-02-06 2025-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 4,173 1,358 48.24 440 36.65 0.0162
2025-11-10 2025-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,815 516 22.44 323 34.73 0.0128
2025-08-13 2025-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 2,299 562 32.35 240 26.46 0.0108
2025-05-13 2025-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,737 670 62.79 189 89.00 0.0104
2025-02-10 2024-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,067 96 9.89 100 7.53 0.0056
2024-11-08 2024-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 971 125 14.78 93 29.17 0.0059
2024-08-13 2024-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 846 39 4.83 73 9.09 0.0048
2024-06-11 2024-03-31 13F/A-1 WEC ENERGY GROUP INC COM Stock 92939U106 807 267 49.44 67 46.67 0.0052
2024-05-13 2024-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 540 0 45 0.0016
2024-02-09 2023-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 540 308 132.76 45 150.00 0.0042
2023-11-03 2023-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 232 -517 -69.03 19 -72.73 0.0020
2023-08-04 2023-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 749 61 8.87 66 1.54 0.0073
2023-05-11 2023-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 688 73 11.87 65 14.04 0.0081
2023-02-09 2022-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 615 151 32.54 58 35.71 0.0087
2022-11-07 2022-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 464 281 153.55 42 121.05 0.0096
2022-08-01 2022-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 183 -323 -63.83 19 -62.75 0.0049
2022-05-25 2022-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 506 -76 -13.06 51 -10.53 0.0129
2022-02-17 2021-12-31 13F/A-1 WEC ENERGY GROUP INC COM Stock 92939U106 582 582 57 0.0160
2022-02-07 2021-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 582 582 57 0.0160
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.