WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
94,00 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership11,011 shares
Latest Disclosed Value $ 1,274,796
Wealthspire Advisors, LLC reports 5.25% decrease in ownership of WIC / WEC Energy Group, Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 11,011 shares of WEC Energy Group, Inc. (DE:WIC) valued at $1,102,752 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,621 shares of WEC Energy Group, Inc.. This represents a change in shares of -5.25% during the quarter. The current value of the position is $1,035,034 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)
2026-05-01 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 11,011 -610 -5.25 1,275 4.00 0.0100
2026-02-12 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 11,621 2,199 23.34 1,226 13.53 0.0098
2025-11-14 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 9,422 -506 -5.10 1,080 4.35 0.0056
2025-08-11 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 9,928 -340 -3.31 1,034 -7.60 0.0058
2025-05-09 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 10,268 741 7.78 1,119 25.03 0.0067
2025-02-04 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 9,527 327 3.55 896 1.24 0.0089
2024-11-13 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 9,200 -558 -5.72 885 15.56 0.0090
2024-08-08 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 9,758 975 11.10 766 6.10 0.0098
2024-05-06 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 8,783 -305 -3.36 721 -5.63 0.0096
2024-02-07 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 9,088 -1,786 -16.42 765 -12.69 0.0109
2023-11-06 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 10,874 2,066 23.46 876 12.61 0.0145
2023-08-01 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 8,808 -4,242 -32.51 777 -37.19 0.0127
2023-05-09 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 13,050 4,424 51.29 1,237 53.09 0.0212
2023-02-14 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 8,626 74 0.87 809 5.62 0.0147
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 8,552 1,626 23.48 765 9.76 0.0160
2022-08-09 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 6,926 3,647 111.22 697 113.15 0.0146
2022-05-09 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 3,279 -3,301 -50.17 327 -48.83 0.0074
2022-02-14 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 6,580 -2,034 -23.61 639 -15.92 0.0141
2021-11-15 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 8,614 -3,498 -28.88 760 -29.43 0.0158
2021-08-13 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 12,112 -3,600 -22.91 1,077 -26.78 0.0283
2021-05-17 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 15,712 1,519 10.70 1,471 12.63 0.0349
2021-02-16 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 14,193 11,732 476.72 1,306 448.74 0.0389
2020-11-16 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 2,461 2,461 238 0.0142
2020-08-14 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 0 -17,812 -100.00 0 -100.00
2020-05-12 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 17,812 17,812 1,570 0.0658
2019-05-07 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -314 -100.00 0 -100.00
2019-02-14 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 314 314 22 0.0021
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.