WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↓ -2,00 (-2,06%)
2026-05-29
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionPlancorp, LLC
Latest Disclosed Ownership2,008 shares
Latest Disclosed Value $ 236,020
Plancorp, LLC reports 1.67% increase in ownership of WIC / WEC Energy Group, Inc.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 2,008 shares of WEC Energy Group, Inc. (DE:WIC) valued at $201,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,975 shares of WEC Energy Group, Inc.. This represents a change in shares of 1.67% during the quarter. The current value of the position is $190,760 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)
2026-04-14 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 2,008 33 1.67 236 13.46 0.0067
2026-02-05 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 1,975 -2,188 -52.56 208 -56.39 0.0063
2025-10-15 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 4,163 -4 -0.10 477 9.91 0.0150
2025-07-16 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 4,167 15 0.36 434 -3.98 0.0150
2025-05-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 4,152 70 1.71 452 18.02 0.0179
2025-02-11 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 4,082 34 0.84 384 -1.54 0.0158
2024-11-12 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 4,048 4 0.10 389 22.71 0.0159
2024-08-09 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 4,044 -75 -1.82 317 -6.21 0.0138
2024-05-15 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 4,119 97 2.41 338 0.00 0.0147
2024-02-09 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 4,022 -944 -19.01 339 -15.50 0.0162
2023-11-08 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 4,966 107 2.20 400 -6.54 0.0214
2023-07-26 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 4,859 -122 -2.45 429 -9.32 0.0231
2023-05-11 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 4,981 98 2.01 472 3.28 0.0265
2023-02-14 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 4,883 -1,666 -25.44 458 -22.01 0.0270
2022-11-10 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 6,549 -25 -0.38 586 -11.48 0.0391
2022-08-04 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 6,574 39 0.60 662 1.53 0.0417
2022-05-13 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 6,535 -8 -0.12 652 2.68 0.0424
2022-02-11 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 6,543 -344 -4.99 635 4.61 0.0403
2021-11-15 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 6,887 34 0.50 607 -0.49 0.0419
2021-08-13 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 6,853 -19 -0.28 610 -5.13 0.0479
2021-05-14 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 6,872 -1,136 -14.19 643 -12.75 0.1417
2021-02-09 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 8,008 1,931 31.78 737 25.13 0.1816
2020-11-16 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 6,077 -2,585 -29.84 589 -22.40 0.1788
2020-08-11 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 8,662 10 0.12 759 -0.39 0.2287
2020-05-14 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 8,652 -1,099 -11.27 762 -15.24 0.2949
2020-02-03 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 9,751 -740 -7.05 899 -9.92 0.2755
2019-11-12 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 10,491 -17,391 -62.37 998 -55.62 0.3808
2019-08-13 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 27,882 10,501 60.42 2,249 63.68 0.8906
2019-05-14 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 17,381 303 1.77 1,374 16.15 0.5204
2019-02-14 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 17,078 -176 -1.02 1,183 2.69 0.5369
2018-11-13 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 17,254 -7 -0.04 1,152 3.23 0.4535
2018-08-14 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 17,261 -4 -0.02 1,116 3.05 0.4458
2018-04-16 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 17,265 -695 -3.87 1,083 -9.30 0.3462
2018-01-19 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 17,960 695 4.03 1,194 10.25 0.3895
2017-10-11 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 17,265 241 1.42 1,083 3.74 0.3199
2017-07-25 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 17,024 0 0.00 1,044 1.06 0.3101
2017-05-12 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 17,024 0 0.00 1,033 3.40 0.3015
2017-02-14 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 17,024 -120 -0.70 999 -2.73 0.2845
2016-11-08 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 17,144 412 2.46 1,027 -6.04 0.6529
2016-08-04 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 16,732 16,732 0.00 1,093 0.9698
2016-05-16 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -13,041 -100.00 0 -100.00
2016-02-09 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 13,041 13,041 0.00 669 0.7993
2015-08-14 2015-06-30 13F WISCONSIN ENERGY COM 976657106 0 -18,810 -100.00 0 -100.00
2015-05-14 2015-03-31 13F WISCONSIN ENERGY COM 976657106 18,810 5,850 45.14 932 36.26 0.9276
2015-02-06 2014-12-31 13F WISCONSIN ENERGY COM 976657106 12,960 -1,222 -8.62 684 12.32 0.7147
2014-11-12 2014-09-30 13F WISCONSIN ENERGY COM 976657106 14,182 1,222 9.43 609 0.16 0.6401
2014-08-11 2014-06-30 13F WISCONSIN ENERGY COM 976657106 12,960 -1,222 -8.62 608 -7.88 0.5464
2014-05-08 2014-03-31 13F WISCONSIN ENERGY COM 976657106 14,182 0 0.00 660 12.44 0.4480
2014-02-11 2013-12-31 13F WISCONSIN ENERGY COM 976657106 14,182 14,182 587 0.5149
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.