WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
94,00 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership61 shares
Latest Disclosed Value $ 7,062
Sunbelt Securities, Inc. reports 95.61% decrease in ownership of WIC / WEC Energy Group, Inc.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 61 shares of WEC Energy Group, Inc. (DE:WIC) valued at $6,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 1,389 shares of WEC Energy Group, Inc.. This represents a change in shares of -95.61% during the quarter. The current value of the position is $5,734 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)
2026-05-16 2026-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 61 -1,328 -95.61 7 -95.21 0.0004
2026-02-20 2025-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,389 9 0.65 146 -7.59 0.0098
2025-11-19 2025-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,380 1,329 2,605.88 158 3,850.00 0.0109
2025-08-14 2025-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 51 -1,339 -96.33 5 -97.35 0.0004
2025-04-24 2025-03-31 13F EXLSERVICE HOLDINGS INC COM Stock 92939U106 1,390 1,339 2,625.49 151 3,675.00 0.0135
2025-02-18 2024-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 51 0 0.00 5 0.00 0.0004
2024-11-18 2024-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 51 0 0.00 5 0.00 0.0005
2024-08-16 2024-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 51 0 0.00 4 0.00 0.0004
2024-04-15 2024-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 51 -119 -70.00 4 -71.43 0.0005
2024-02-15 2023-12-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 170 -1,009 -85.58 14 -85.11 0.0018
2023-12-11 2023-09-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,179 -2 -0.17 95 -9.62 0.0131
2023-08-16 2023-06-30 13F WEC ENERGY GROUP INC COM Stock 92939U106 1,181 711 151.28 104 136.36 0.0150
2023-05-17 2023-03-31 13F WEC ENERGY GROUP INC COM Stock 92939U106 470 470 44 0.0071
2020-05-15 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -3,872 -100.00 0 -100.00
2020-02-26 2019-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 3,872 16 0.41 357 -2.72 0.0376
2020-02-14 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 3,872 16 89 35.2152
2019-11-15 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 3,856 3,856 367 0.0412
2017-05-05 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -24 -100.00 0 -100.00
2017-02-13 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 24 24 0.00 1 0.0017
2016-11-14 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 0 -31 -100.00 0 -100.00
2016-08-11 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 31 0 0.00 2 100.00 0.0021
2016-05-11 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 31 0 0.00 2 0.00 0.0022
2016-02-11 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 31 0 0.00 2 0.00 0.0018
2015-11-12 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 31 0 0.00 2 0.00 0.0017
2015-08-13 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 31 0 0.00 1 0.00 0.0015
2015-05-19 2015-03-31 13F/A-1 WISCONSIN ENERGY COM 976657106 31 31 2 0.0018
2015-05-14 2015-03-31 13F WISCONSIN ENERGY COM 976657106 31 2
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.