WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
94,00 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership1,234,259 shares
Latest Disclosed Value $ 142,892,451
Stifel Financial Corp reports 4.62% increase in ownership of WIC / WEC Energy Group, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 1,234,259 shares of WEC Energy Group, Inc. (DE:WIC) valued at $123,611,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,179,730 shares of WEC Energy Group, Inc.. This represents a change in shares of 4.62% during the quarter. The current value of the position is $116,020,346 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)
2026-05-12 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 1,234,259 54,529 4.62 142,892 14.85 0.1313
2026-02-13 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 1,179,730 7,710 0.66 124,416 -7.36 0.1119
2025-11-12 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 1,172,020 -39,035 -3.22 134,303 6.43 0.1226
2025-08-14 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 1,211,055 1,380 0.11 126,193 -4.28 0.1227
2025-05-14 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 1,209,675 -11,971 -0.98 131,833 14.75 0.1401
2025-02-13 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 1,221,646 5,267 0.43 114,886 -1.80 0.1197
2024-11-14 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 1,216,379 47,293 4.05 116,995 27.55 0.1227
2024-08-13 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 1,169,086 38,055 3.36 91,728 -1.24 0.1032
2024-05-14 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 1,131,031 889,500 368.28 92,882 356.84 0.1058
2024-02-12 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 241,531 11,709 5.09 20,331 9.82 0.0256
2023-11-13 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 229,822 22,898 11.07 18,513 1.39 0.0260
2023-08-14 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 206,924 730 0.35 18,260 -6.58 0.0250
2023-05-12 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 206,194 42,095 25.65 19,546 27.01 0.0280
2023-02-13 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 164,099 509 0.31 15,388 5.17 0.0231
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 163,590 -1,319 -0.80 14,631 -11.86 0.0240
2022-08-15 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 164,909 18,216 12.42 16,600 13.36 0.0260
2022-05-13 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 146,693 14,127 10.66 14,643 13.78 0.0200
2022-02-14 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 132,566 23,531 21.58 12,870 33.81 0.0170
2021-11-15 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 109,035 5,025 4.83 9,618 3.94 0.0141
2021-08-13 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 104,010 -18,741 -15.27 9,253 -19.47 0.0138
2021-05-14 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 122,751 -1,329 -1.07 11,490 0.61 0.0189
2021-02-12 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 124,080 -5,445 -4.20 11,420 -9.02 0.0204
2020-11-16 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 129,525 9,471 7.89 12,552 19.28 0.0258
2020-08-14 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 120,054 3,410 2.92 10,523 2.14 0.0242
2020-05-14 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 116,644 -552 -0.47 10,303 -5.01 0.0285
2020-02-13 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 117,196 22,475 23.73 10,846 19.70 0.0226
2019-11-19 2019-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 94,721 -16,677 -14.97 9,061 -3.02 0.0231
2019-11-13 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 94,719 -16,679 9,061 5,079.1447
2019-08-14 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 111,398 2,977 2.75 9,343 8.85 0.0241
2019-05-14 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 108,421 14,926 15.96 8,583 32.99 0.0243
2019-02-13 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 93,495 -1,962 -2.06 6,454 1.48 0.0209
2018-11-13 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 95,457 10,448 12.29 6,360 15.97 0.0182
2018-08-14 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 85,009 -31,061 -26.76 5,484 -24.78 0.0168
2018-05-11 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 116,070 38,308 49.26 7,291 41.46 0.0230
2018-02-14 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 77,762 -186,867 -70.61 5,154 -69.01 0.0163
2017-11-13 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 264,629 2,495 0.95 16,630 3.88 0.0577
2017-08-14 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 262,134 -871 -0.33 16,009 0.76 0.0594
2017-05-10 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 263,005 101,475 62.82 15,889 67.46 0.0615
2017-02-16 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 161,530 20,525 14.56 9,488 12.12 0.0403
2016-11-15 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 141,005 78,657 126.16 8,462 107.81 0.0381
2016-08-17 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 62,348 62,348 0.00 4,072 0.0188
2016-05-16 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -50,910 -100.00 0 -100.00
2016-03-21 2015-12-31 13F/A-2 WEC ENERGY GROUP COM 92939U106 50,910 -74,697 -59.47 2,612 -60.16 0.0136
2016-02-26 2015-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 120,775 69,865 3,491 0.0183
2016-02-16 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 120,350 3,843
2015-11-16 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 125,607 96,951 338.33 6,557 406.72 0.0368
2015-08-17 2015-06-30 13F/A-1 WISCONSIN ENERGY COM 976657106 28,656 -49,814 -63.48 1,294 -66.68 0.0067
2015-08-17 2015-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 86,433 7,963 3,846 0.0199
2015-08-17 2015-06-30 13F WISCONSIN ENERGY COM 976657106 28,656 1,294
2015-08-17 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 79,726 3,584
2015-05-14 2015-03-31 13F WISCONSIN ENERGY COM 976657106 78,470 9,725 14.15 3,884 7.14 0.0213
2015-02-13 2014-12-31 13F WISCONSIN ENERGY COM 976657106 68,745 8,606 14.31 3,625 40.23 0.0201
2014-11-13 2014-09-30 13F WISCONSIN ENERGY COM 976657106 60,139 6,917 13.00 2,585 3.52 0.0227
2014-08-14 2014-06-30 13F WISCONSIN ENERGY COM 976657106 53,222 -19,790 -27.11 2,497 -26.54 0.0224
2014-05-15 2014-03-31 13F WISCONSIN ENERGY COM 976657106 73,012 73,012 3,399 0.0325
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.