WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionN.E.W. Advisory Services LLC
Latest Disclosed Ownership42,408 shares
Latest Disclosed Value $ 4,909,596
N.E.W. Advisory Services LLC reports 10.59% increase in ownership of WIC / WEC Energy Group, Inc.

On May 4, 2026 - N.E.W. Advisory Services LLC filed a 13F-HR form disclosing ownership of 42,408 shares of WEC Energy Group, Inc. (DE:WIC) valued at $4,247,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 38,346 shares of WEC Energy Group, Inc.. This represents a change in shares of 10.59% during the quarter. The current value of the position is $4,028,760 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)
2026-05-04 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 42,408 4,062 10.59 4,910 21.42 0.3672
2026-01-28 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 38,346 3,813 11.04 4,044 2.17 0.2991
2025-10-27 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 34,533 -602 -1.71 3,957 8.09 0.3535
2025-08-18 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 35,135 -5,026 -12.51 3,661 -16.34 0.3553
2025-05-07 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 40,161 2,142 5.63 4,377 22.41 0.3350
2025-01-24 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 38,019 2,659 7.52 3,575 5.15 0.3395
2024-10-31 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 35,360 564 1.62 3,401 24.54 0.3353
2024-08-05 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 34,796 -1,293 -3.58 2,730 -7.86 0.2946
2024-04-24 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 36,089 3 0.01 2,964 -2.44 0.3288
2024-02-06 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 36,086 132 0.37 3,037 4.87 0.3671
2023-11-06 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 35,954 5,766 19.10 2,896 8.75 0.4119
2023-08-04 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 30,188 -324 -1.06 2,664 -7.92 0.3712
2023-05-10 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 30,512 306 1.01 2,892 2.12 0.4207
2023-02-13 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 30,206 211 0.70 2,832 5.59 0.4433
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 29,995 311 1.05 2,682 -10.21 0.4859
2022-08-01 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 29,684 3,032 11.38 2,987 19.67 0.5223
2022-04-11 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 26,652 2,064 8.39 2,496 4.57 0.4727
2022-01-18 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 24,588 -467 -1.86 2,387 8.01 0.3605
2021-10-13 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 25,055 -1,156 -4.41 2,210 -5.19 0.3601
2021-07-15 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 26,211 -441 -1.65 2,331 -6.31 0.3902
2021-04-14 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 26,652 2,223 9.10 2,488 10.53 0.4664
2021-01-14 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 24,429 10,071 70.14 2,251 61.83 0.4734
2020-10-13 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 14,358 166 1.17 1,391 11.82 0.3929
2020-07-09 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 14,192 99 0.70 1,244 -4.38 0.3871
2020-02-14 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 14,093 14,093 1,301 0.4221
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.