WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
94,00 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership11,718 shares
Latest Disclosed Value $ 1,357,552
Prospera Financial Services Inc reports 3.13% increase in ownership of WIC / WEC Energy Group, Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 11,718 shares of WEC Energy Group, Inc. (DE:WIC) valued at $1,173,558 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 11,362 shares of WEC Energy Group, Inc.. This represents a change in shares of 3.13% during the quarter. The current value of the position is $1,101,492 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 11,718 356 3.13 1,358 13.27 0.0219
2026-02-09 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 11,362 1,565 15.97 1,199 6.68 0.0197
2025-11-06 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 9,797 3,530 56.33 1,123 71.98 0.0192
2025-08-06 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 6,267 1,463 30.45 654 24.86 0.0122
2025-05-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 4,804 -3,576 -42.67 524 -33.63 0.0120
2025-02-13 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 8,380 -275 -3.18 788 -5.29 0.0184
2024-11-07 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 8,655 -473 -5.18 833 16.20 0.0213
2024-08-13 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 9,128 -497 -5.16 716 -9.37 0.0199
2024-08-13 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 9,625 -4,003 -29.37 791 -31.12 0.0235
2024-02-14 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 13,628 3,534 35.01 1,147 41.08 0.0380
2023-11-13 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 10,094 -162 -1.58 813 -10.17 0.0314
2023-08-08 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 10,256 590 6.10 905 -1.20 0.0346
2023-05-12 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 9,666 95 0.99 916 2.12 0.0377
2023-02-08 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 9,571 -3,245 -25.32 897 -21.80 0.0450
2022-10-27 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 12,816 1,538 13.64 1,147 1.50 0.0598
2022-08-08 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 11,278 219 1.98 1,130 2.63 0.0576
2022-05-04 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 11,059 -385 -3.36 1,101 -0.90 0.0461
2022-02-10 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 11,444 1,570 15.90 1,111 27.26 0.0480
2021-11-12 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 9,874 803 8.85 873 8.18 0.0435
2021-08-16 2021-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 9,071 56 0.62 807 -4.27 0.0405
2021-08-12 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 9,071 56 807 0.0415
2021-05-06 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 9,015 -517 -5.42 843 -3.99 0.0500
2021-02-12 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 9,532 8,977 1,617.48 878 1,556.60 0.0605
2020-11-04 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 555 -9,530 -94.50 53 -93.65 0.0203
2020-08-10 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 10,085 803 8.65 835 2.08 0.0740
2020-05-15 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 9,282 -20,234 -68.55 818 -69.95 0.0868
2020-02-12 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 29,516 24,474 485.40 2,722 468.27 0.2097
2019-10-22 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 5,042 -1,096 -17.86 479 -6.99 0.0492
2019-08-14 2019-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 6,138 6,138 515 0.0578
2019-08-14 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 3,606 3,606 248
2019-05-02 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -3,606 -100.00 0 -100.00
2019-02-13 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 3,606 3,606 -33.92 248 12.73 0.0500
2013-11-04 2013-09-30 13F WISCONSIN ENERGY COM 976657106 0 -5,457 -100.00 0 -100.00
2013-08-15 2013-06-30 13F WISCONSIN ENERGY COM 976657106 5,457 5,457 220 0.1018
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.