WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionLido Advisors, LLC
Latest Disclosed Ownership19,946 shares
Latest Disclosed Value $ 2,309,359
Lido Advisors, LLC reports 4.99% decrease in ownership of WIC / WEC Energy Group, Inc.

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 19,946 shares of WEC Energy Group, Inc. (DE:WIC) valued at $1,997,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 20,994 shares of WEC Energy Group, Inc.. This represents a change in shares of -4.99% during the quarter. The current value of the position is $1,894,870 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 19,946 -1,048 -4.99 2,309 -2.98 0.0067
2026-02-10 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 20,994 525 2.56 2,380 1.49 0.0071
2025-11-14 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 20,469 -2,996 -12.77 2,346 -4.09 0.0073
2025-08-13 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 23,465 959 4.26 2,445 -0.29 0.0095
2025-05-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 22,506 4,361 24.03 2,453 43.73 0.0110
2025-02-14 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 18,145 670 3.83 1,706 1.55 0.0078
2024-11-14 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 17,475 -949 -5.15 1,681 16.26 0.0084
2024-08-15 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 18,424 14,793 407.41 1,446 384.90 0.0080
2024-05-15 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 3,631 -213 -5.54 298 -7.74 0.0018
2024-02-14 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 3,844 589 18.10 324 23.28 0.0022
2023-11-14 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 3,255 24 0.74 262 -8.07 0.0020
2023-08-09 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 3,231 265 8.93 285 27.80 0.0020
2023-05-15 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 2,966 537 22.11 223 -1.76 0.0022
2023-02-14 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 2,429 35 1.46 228 6.07 0.0028
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 2,394 -18 -0.75 214 -11.57 0.0027
2022-08-15 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 2,412 69 2.94 242 3.86 0.0032
2022-05-17 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 2,343 -441 -15.84 233 -13.70 0.0026
2022-02-15 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 2,784 493 21.52 270 33.66 0.0029
2022-02-15 2021-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,291 2,291 202 0.0028
2021-11-12 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 11,445 11,445 202 0.0026
2020-05-12 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -3,130 -100.00 0 -100.00
2020-02-07 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 3,130 121 4.02 289 1.05 0.0168
2019-11-12 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 3,009 3,009 286 0.0222
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.