WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionNicolet Advisory Services, Llc
Latest Disclosed Ownership138,208 shares
Latest Disclosed Value $ 14,511,797
Nicolet Advisory Services, Llc reports 2.74% increase in ownership of WIC / WEC Energy Group, Inc.

On February 13, 2026 - Nicolet Advisory Services, Llc filed a 13F-HR form disclosing ownership of 138,208 shares of WEC Energy Group, Inc. (DE:WIC) valued at $12,341,974 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 134,516 shares of WEC Energy Group, Inc.. This represents a change in shares of 2.74% during the quarter. The current value of the position is $13,129,760 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)
2026-02-13 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 138,208 3,692 2.74 14,512 -6.36 0.9776
2025-11-13 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 134,516 1,975 1.49 15,496 6.06 1.2056
2025-08-13 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 132,541 4,015 3.12 14,611 7.75 1.2431
2025-05-08 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 128,526 4,966 4.02 13,561 17.49 1.3452
2025-02-12 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 123,560 6,565 5.61 11,542 2.43 1.0602
2024-11-12 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 116,995 956 0.82 11,268 24.18 1.0637
2024-08-14 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 116,039 2,521 2.22 9,073 -2.42 0.8693
2024-05-10 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 113,518 -6,573 -5.47 9,298 -10.22 0.9444
2024-02-13 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 120,091 -8,301 -6.47 10,357 1.82 1.1137
2023-11-07 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 128,392 8,719 7.29 10,171 -5.54 1.1266
2023-08-09 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 119,673 6,654 5.89 10,768 -3.41 1.1816
2023-05-09 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 113,019 4,441 4.09 11,148 4.56 1.2846
2023-02-09 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 108,578 4,381 4.20 10,662 19.96 1.4094
2022-11-10 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 104,197 18,573 21.69 8,888 4.00 1.4498
2022-08-08 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 85,624 221 0.26 8,546 -4.24 1.2688
2022-05-10 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 85,403 -500 -0.58 8,924 7.02 1.1650
2022-02-08 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 85,903 219 0.26 8,339 10.35 1.0253
2021-11-16 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 85,684 1,452 1.72 7,557 0.87 0.9587
2021-08-11 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 84,232 710 0.85 7,492 -4.16 0.9771
2021-05-03 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 83,522 -4,004 -4.57 7,817 -2.95 1.0966
2021-02-09 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 87,526 1,755 2.05 8,055 -3.08 1.1293
2020-10-27 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 85,771 -9,384 -9.86 8,311 -0.35 1.2914
2020-08-14 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 95,155 5,706 6.38 8,340 5.80 1.2814
2020-04-21 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 89,449 7,382 9.00 7,883 4.15 1.3885
2020-01-23 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 82,067 5,665 7.41 7,569 4.17 1.1892
2019-10-22 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 76,402 637 0.84 7,266 15.04 1.1022
2019-07-26 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 75,765 1,976 2.68 6,316 8.24 0.9644
2019-05-10 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 73,789 73,789 5,835 0.9902
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.