WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionOarsman Capital, Inc.
Latest Disclosed Ownership4,241 shares
Latest Disclosed Value $ 490,981
Oarsman Capital, Inc. reports 4.72% decrease in ownership of WIC / WEC Energy Group, Inc.

On April 27, 2026 - Oarsman Capital, Inc. filed a 13F-HR form disclosing ownership of 4,241 shares of WEC Energy Group, Inc. (DE:WIC) valued at $424,736 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,451 shares of WEC Energy Group, Inc.. This represents a change in shares of -4.72% during the quarter. The current value of the position is $402,895 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)
2026-04-27 2026-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 4,241 -210 -4.72 491 4.48 0.0610
2026-02-13 2025-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 4,451 -356 -7.41 469 -14.73 0.0609
2025-11-21 2025-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 4,807 0 0.00 551 10.00 0.0772
2025-08-01 2025-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 4,807 0 0.00 501 -4.40 0.0785
2025-05-14 2025-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 4,807 -165 -3.32 524 11.99 0.0941
2025-02-13 2024-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 4,972 -10 -0.20 468 -2.51 0.0815
2024-11-08 2024-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 4,982 -212 -4.08 479 17.69 0.0882
2024-08-12 2024-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 5,194 -300 -5.46 408 -9.76 0.0892
2024-05-15 2024-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 5,494 -482 -8.07 451 -10.34 0.1078
2024-02-16 2023-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 5,976 158 2.72 503 7.48 0.1335
2023-10-27 2023-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 5,818 -71 -1.21 469 -9.83 0.1958
2023-08-10 2023-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 5,889 -426 -6.75 520 -13.21 0.2275
2023-05-11 2023-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 6,315 -1,007 -13.75 599 -12.83 0.2798
2023-02-09 2022-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 7,322 -534 -6.80 687 -2.42 0.3505
2022-11-10 2022-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 7,856 255 3.35 703 -8.10 0.3768
2022-08-10 2022-06-30 13F WEC Energy Group COM 92939U106 7,601 -3,263 -30.03 765 -29.43 0.3799
2022-05-11 2022-03-31 13F WEC Energy Group COM 92939U106 10,864 -364 -3.24 1,084 -0.55 0.4234
2022-02-10 2021-12-31 13F WEC Energy Group COM 92939U106 11,228 -3,488 -23.70 1,090 -16.02 0.4297
2021-11-12 2021-09-30 13F WEC Energy Group COM 92939U106 14,716 -843 -5.42 1,298 -6.21 0.5254
2021-08-12 2021-06-30 13F WEC Energy Group COM 92939U106 15,559 -605 -3.74 1,384 -8.53 0.5499
2021-05-12 2021-03-31 13F WEC Energy Group COM 92939U106 16,164 -2,595 -13.83 1,513 -12.34 0.6546
2021-02-11 2020-12-31 13F WEC Energy Group COM 92939U106 18,759 -2,911 -13.43 1,726 -17.81 0.6706
2020-11-12 2020-09-30 13F WEC Energy Group COM 92939U106 21,670 -1,896 -8.05 2,100 1.65 0.9462
2020-08-13 2020-06-30 13F WEC Energy Group COM 92939U106 23,566 2,257 10.59 2,066 10.01 1.0209
2020-05-13 2020-03-31 13F WEC Energy Group COM 92939U106 21,309 -4,280 -16.73 1,878 -20.42 1.7343
2020-02-13 2019-12-31 13F WEC Energy Group COM 92939U106 25,589 -2,890 -10.15 2,360 -12.85 1.0788
2019-11-12 2019-09-30 13F WEC Energy Group COM 92939U106 28,479 -321 -1.11 2,708 12.79 1.2888
2019-08-13 2019-06-30 13F WEC Energy Group COM 92939U106 28,800 -680 -2.31 2,401 3.00 1.0881
2019-05-14 2019-03-31 13F WEC Energy Group COM 92939U106 29,480 -477 -1.59 2,331 12.34 1.1073
2019-02-13 2018-12-31 13F WEC Energy Group COM 92939U106 29,957 -2,102 -6.56 2,075 -3.04 1.0633
2018-11-07 2018-09-30 13F WEC Energy Group COM 92939U106 32,059 -450 -1.38 2,140 1.81 0.8619
2018-08-10 2018-06-30 13F WEC Energy Group COM 92939U106 32,509 -340 -1.04 2,102 2.04 0.9550
2018-05-14 2018-03-31 13F WEC Energy Group COM 92939U106 32,849 144 0.44 2,060 -5.20 0.9377
2018-02-08 2017-12-31 13F WEC Energy Group COM 92939U106 32,705 -660 -1.98 2,173 3.72 0.9354
2017-11-13 2017-09-30 13F WEC Energy Group COM 92939U106 33,365 143 0.43 2,095 2.75 0.8856
2017-08-10 2017-06-30 13F WEC Energy Group COM 92939U106 33,222 -602 -1.78 2,039 -0.59 0.9323
2017-05-11 2017-03-31 13F WEC Energy Group COM 92939U106 33,824 24,439 260.40 2,051 272.91 0.9546
2017-02-09 2016-12-31 13F WEC Energy Group COM 92939U106 9,385 -24,162 -72.02 550 -72.62 0.3542
2016-11-10 2016-09-30 13F WEC Energy Group COM 92939U106 33,547 -501 -1.47 2,009 -9.63 1.0245
2016-08-12 2016-06-30 13F WEC Energy Group COM 92939U106 34,048 108 0.32 2,223 9.02 1.1554
2016-05-12 2016-03-31 13F WEC Energy Group COM 92939U106 33,940 741 2.23 2,039 19.73 1.0844
2016-02-11 2015-12-31 13F WEC Energy Group COM 92939U106 33,199 160 0.48 1,703 -1.28 0.9530
2015-11-10 2015-09-30 13F WEC Energy Group COM 92939U106 33,039 241 0.73 1,725 16.95 1.0194
2015-08-13 2015-06-30 13F WEC Energy Group COM 92939U106 32,798 6,172 23.18 1,475 11.91 1.0059
2015-05-14 2015-03-31 13F Wisconsin Energy COM 976657106 26,626 500 1.91 1,318 -4.35 0.9102
2015-02-06 2014-12-31 13F Wisconsin Energy COM 976657106 26,126 400 1.55 1,378 24.59 0.9932
2014-11-06 2014-09-30 13F Wisconsin Energy COM 976657106 25,726 -260 -1.00 1,106 -9.27 0.8153
2014-08-08 2014-06-30 13F Wisconsin Energy COM 976657106 25,986 9,325 55.97 1,219 57.09 0.8844
2014-04-25 2014-03-31 13F Wisconsin Energy COM 976657106 16,661 2,100 14.42 776 28.90 0.5990
2014-02-06 2013-12-31 13F Wisconsin Energy COM 976657106 14,561 1,150 8.58 602 11.07 0.4833
2013-11-13 2013-09-30 13F Wisconsin Energy COM 976657106 13,411 250 1.90 542 0.56 0.4732
2013-08-08 2013-06-30 13F Wisconsin Energy COM 976657106 13,161 13,161 539 0.5100
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.