WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
94,00 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionFDx Advisors, Inc.
Latest Disclosed Ownership2,607 shares
Latest Disclosed Value $ 302
FDx Advisors, Inc. ownership in WIC / WEC Energy Group, Inc.

On May 1, 2026 - FDx Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,607 shares of WEC Energy Group, Inc. (DE:WIC) valued at $261,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 2, 2024 disclosing 0 shares of WEC Energy Group, Inc.. The current value of the position is $245,058 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)
2026-05-01 2026-03-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 2,607 2,607 0 0.0964
2024-08-02 2024-06-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 0 -12,138 -100.00 0 0.0000
2024-05-03 2024-03-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 12,138 -1,925 -13.69 1 -100.00 0.1513
2024-02-13 2023-12-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 14,063 2,586 22.53 1 0.0916
2023-11-02 2023-09-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 11,477 -13,484 -54.02 1 -100.00 0.0767
2023-07-17 2023-06-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 24,961 -14,571 -36.86 2 -33.33 0.1208
2023-05-22 2023-03-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 39,532 0 0.00 4 0.00 0.1612
2023-02-10 2022-12-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 39,532 1,487 3.91 4 -99.91 0.1612
2022-11-10 2022-09-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 38,045 -1,469 -3.72 3,402 -14.46 0.1525
2022-08-03 2022-06-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 39,514 745 1.92 3,977 2.76 0.1493
2022-05-03 2022-03-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 38,769 -17,508 -31.11 3,870 -29.16 0.1311
2022-02-01 2021-12-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 56,277 2,516 4.68 5,463 15.20 0.1511
2021-10-08 2021-09-30 13F WEC ENERGY GROUP INC COM 92939U106 53,761 -5,394 -9.12 4,742 -9.88 0.1511
2021-08-05 2021-06-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 59,155 4,951 9.13 5,262 3.73 0.1748
2021-04-14 2021-03-31 13F/A-1 WEC ENERGY GROUP INC COM Common Stock 92939U106 54,204 -3,665 -6.33 5,073 -4.75 0.1914
2021-04-13 2021-03-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 5,073 -52,796 54,204 231,128.1385
2021-02-08 2020-12-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 57,869 4,465 8.36 5,326 2.92 0.2196
2020-11-12 2020-09-30 13F WEIBO CORP SPONSORED ADR Common Stock 92939U106 53,404 18,872 54.65 5,175 70.96 0.2423
2020-07-22 2020-06-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 34,532 925 2.75 3,027 2.19 0.1586
2020-05-22 2020-03-31 13F/A-1 WEC ENERGY GROUP INC COM Common Stock 92939U106 33,607 -387 -1.14 2,962 -5.52 0.1926
2020-05-13 2020-03-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 6,066 -27,928 689 40,729.4894
2020-02-12 2019-12-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 33,994 12,129 55.47 3,135 50.79 0.1732
2019-11-07 2019-09-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 21,865 66 0.30 2,079 14.42 0.1439
2019-07-19 2019-06-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 21,799 -2,899 -11.74 1,817 -6.96 0.0712
2019-05-14 2019-03-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 24,698 -2,962 -10.71 1,953 1.93 0.0792
2019-04-29 2018-12-31 13F/A-1 WEC ENERGY GROUP INC COM Common Stock 92939U106 27,660 -4,746 -14.65 1,916 -11.42 0.1575
2019-02-07 2018-12-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 33,927 1,521 2,350 52,976.6330
2018-11-13 2018-09-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 32,406 1,324 4.26 2,163 7.67 0.0803
2018-08-08 2018-06-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 31,082 12,606 68.23 2,009 73.49 0.0726
2018-05-02 2018-03-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 18,476 1,047 6.01 1,158 0.00 0.0345
2018-02-09 2017-12-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 17,429 712 4.26 1,158 10.39 0.0315
2017-11-03 2017-09-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 16,717 3,952 30.96 1,049 33.80 0.0288
2017-08-11 2017-06-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 12,765 -9,751 -43.31 784 -42.56 0.0232
2017-05-15 2017-03-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 22,516 1,443 6.85 1,365 10.44 0.0417
2017-02-14 2016-12-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 21,073 10,502 99.35 1,236 95.26 0.0355
2016-11-14 2016-09-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 10,571 2,617 32.90 633 21.97 0.0263
2016-08-15 2016-06-30 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 7,954 75 0.95 519 9.73 0.0235
2016-05-17 2016-03-31 13F WEC ENERGY GROUP INC COM Common Stock 92939U106 7,879 1,502 23.55 473 44.65 0.0216
2016-02-17 2015-12-31 13F WEC ENERGY GROUP Common Stock 92939U106 6,377 6,377 0.00 327 0.0148
2014-11-17 2014-09-30 13F WISCONSIN ENERGY Common Stock 976657106 0 -11,601 -100.00 0 -100.00
2014-08-15 2014-06-30 13F WISCONSIN ENERGY Common Stock 976657106 11,601 4,080 54.25 544 74.36 0.0356
2014-02-14 2013-12-31 13F WISCONSIN ENERGY Common Stock 976657106 7,521 7,521 312 0.0311
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.