WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionSmartleaf Asset Management LLC
Latest Disclosed Ownership3,669 shares
Latest Disclosed Value $ 423,198
Smartleaf Asset Management LLC reports 14.94% increase in ownership of WIC / WEC Energy Group, Inc.

On May 15, 2026 - Smartleaf Asset Management LLC filed a 13F-HR form disclosing ownership of 3,669 shares of WEC Energy Group, Inc. (DE:WIC) valued at $367,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,192 shares of WEC Energy Group, Inc.. This represents a change in shares of 14.94% during the quarter. The current value of the position is $348,555 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)
2026-05-15 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 3,669 477 14.94 423 25.15 0.0153
2026-02-13 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 3,192 316 10.99 339 3.05 0.0128
2025-11-05 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 2,876 1,079 60.04 329 77.30 0.0203
2025-08-14 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 1,797 -128 -6.65 185 -10.63 0.0163
2025-05-14 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 1,925 -95 -4.70 207 8.95 0.0200
2025-02-05 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 2,020 352 21.10 190 20.25 0.0194
2024-11-13 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 1,668 351 26.65 159 53.40 0.0193
2024-10-08 2024-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 1,317 -1,226 -48.21 103 -50.00 0.0169
2024-08-13 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 1,317 -1,226 103 0.0169
2024-10-07 2024-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 2,543 352 16.07 206 11.96 0.0399
2024-05-03 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 2,543 352 184 0.0443
2024-02-12 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 2,191 2,191 184 0.0493
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.