WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionTortoise Capital Advisors, L.l.c.
Latest Disclosed Ownership152,398 shares
Latest Disclosed Value $ 17,643,116
Tortoise Capital Advisors, L.l.c. reports 1.40% decrease in ownership of WIC / WEC Energy Group, Inc.

On May 15, 2026 - Tortoise Capital Advisors, L.l.c. filed a 13F-HR form disclosing ownership of 152,398 shares of WEC Energy Group, Inc. (DE:WIC) valued at $15,262,660 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 154,558 shares of WEC Energy Group, Inc.. This represents a change in shares of -1.40% during the quarter. The current value of the position is $14,477,810 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)
2026-05-15 2026-03-31 13F WEC Energy Group cs 92939U106 152,398 -2,160 -1.40 17,643 8.25 0.1838
2026-02-17 2025-12-31 13F WEC Energy Group COM 92939U106 154,558 -17,616 -10.23 16,300 -17.39 0.2074
2025-11-13 2025-09-30 13F WEC Energy Group COM 92939U106 172,174 -392 -0.23 19,729 9.72 0.2544
2025-08-14 2025-06-30 13F WEC Energy Group cs 92939U106 172,566 152,665 767.12 17,981 729.38 0.2346
2025-05-14 2025-03-31 13F WEC Energy Group COM 92939U106 19,901 19,901 2,169 0.0262
2020-05-14 2020-03-31 13F/A-1 WEC Energy Group COM 92939U106 0 -754 -100.00 0 -100.00
2020-02-21 2019-12-31 13F/A-2 WEC Energy Group COM 92939U106 754 0 0.00 70 -2.78 0.0004
2020-02-19 2019-12-31 13F/A-1 WEC Energy Group COM 92939U106 754 0 70 430.6797
2020-02-14 2019-12-31 13F WEC Energy Group COM 92939U106 754 0 70 281.6627
2019-11-14 2019-09-30 13F WEC Energy Group COM 92939U106 754 -2,830 -78.96 72 -75.92 0.0004
2019-08-14 2019-06-30 13F WEC Energy Group COM 92939U106 3,584 0 0.00 299 5.65 0.0020
2019-05-13 2019-03-31 13F WEC Energy Group COM 92939U106 3,584 0 0.00 283 14.11 0.0017
2019-02-13 2018-12-31 13F WEC Energy Group COM 92939U106 3,584 0 0.00 248 3.77 0.0018
2018-12-13 2018-09-30 13F/A-1 WEC Energy Group COM 92939U106 3,584 0 0.00 239 3.02 0.0014
2018-11-08 2018-09-30 13F WEC Energy Group COM 92939U106 3,584 0 239
2018-08-07 2018-06-30 13F WEC Energy Group COM 92939U106 3,584 244 7.31 232 11.00 0.0015
2018-05-17 2018-03-31 13F/A-1 WEC Energy Group COM 92939U106 3,340 5 0.15 209 -5.86 0.0015
2018-05-15 2018-03-31 13F WEC Energy Group COM 92939U106 3,340 209
2018-02-14 2017-12-31 13F WEC Energy Group COM 92939U106 3,335 -33 -0.98 222 5.21 0.0015
2017-11-17 2017-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 3,368 -34 -1.00 211 0.96 0.0014
2017-11-13 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 3,368 -34 211
2017-11-13 2017-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 3,402 2,688 376.47 209 386.05 0.0014
2017-08-01 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 3,402 2,688 209
2017-05-15 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 714 376 111.24 43 115.00 0.0003
2017-02-14 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 338 160 89.89 20 81.82 0.0001
2016-11-14 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 178 141 381.08 11 450.00 0.0001
2016-08-11 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 37 0 0.00 2 0.00 0.0000
2016-05-13 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 37 -10 -21.28 2 0.00 0.0000
2016-02-12 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 47 0 0.00 2 0.00 0.0000
2015-11-16 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 47 0 0.00 2 0.00 0.0000
2015-08-13 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 47 0 0.00 2 0.00 0.0000
2015-05-08 2015-03-31 13F WISCONSIN ENERGY COM 976657106 47 -45 -48.91 2 -60.00 0.0000
2015-02-10 2014-12-31 13F WISCONSIN ENERGY COM 976657106 92 -2 -2.13 5 25.00 0.0000
2014-11-13 2014-09-30 13F WISCONSIN ENERGY COM 976657106 94 0 0.00 4 0.00 0.0000
2014-08-13 2014-06-30 13F WISCONSIN ENERGY COM 976657106 94 64 213.33 4 300.00 0.0000
2014-05-09 2014-03-31 13F WISCONSIN ENERGY COM 976657106 30 0 0.00 1 0.00 0.0000
2014-02-11 2013-12-31 13F WISCONSIN ENERGY COM 976657106 30 -247,000 -99.99 1 -99.99 0.0000
2013-11-12 2013-09-30 13F WISCONSIN ENERGY COM 976657106 247,030 29,817 13.73 9,975 12.03 0.0783
2013-08-13 2013-06-30 13F WISCONSIN ENERGY COM 976657106 217,213 217,213 8,904 0.0742
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.