WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
94,00 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership109,525 shares
Latest Disclosed Value $ 12,679,709
Wealthfront Advisers Llc reports 7.71% increase in ownership of WIC / WEC Energy Group, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 109,525 shares of WEC Energy Group, Inc. (DE:WIC) valued at $10,968,929 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 101,687 shares of WEC Energy Group, Inc.. This represents a change in shares of 7.71% during the quarter. The current value of the position is $10,295,350 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)
2026-05-05 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 109,525 7,838 7.71 12,680 18.24 0.0278
2026-01-30 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 101,687 -14,459 -12.45 10,724 -19.43 0.0240
2025-11-06 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 116,146 2,901 2.56 13,309 12.79 0.0312
2025-07-31 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 113,245 31,852 39.13 11,800 33.03 0.0304
2025-05-02 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 81,393 12,242 17.70 8,870 36.42 0.0238
2025-04-01 2024-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 69,151 40,666 142.76 6,503 137.39 0.0190
2025-02-07 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 5,858 -22,627 957 0.0029
2024-11-12 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 28,485 4,632 19.42 2,740 46.39 0.0084
2024-08-14 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 23,853 905 3.94 1,872 -0.69 0.0063
2024-04-19 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 22,948 1,296 5.99 1,884 3.40 0.0066
2024-02-09 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 21,652 -1,418 -6.15 1,822 -1.94 0.0070
2023-11-01 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 23,070 -3,774 -14.06 1,858 -21.54 0.0080
2023-08-07 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 26,844 3,900 17.00 2,369 8.92 0.0100
2023-04-28 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 22,944 -26,959 -54.02 2,175 -53.53 0.0099
2023-02-10 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 49,903 -13,185 -20.90 4,679 -17.09 0.0227
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 63,088 -2,387 -3.65 5,642 -14.37 0.0300
2022-07-20 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 65,475 -28,148 -30.07 6,589 -29.48 0.0331
2022-05-16 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 93,623 37,701 67.42 9,344 72.14 0.0410
2022-01-21 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 55,922 9,736 21.08 5,428 33.27 0.0230
2021-11-15 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 46,186 8,789 23.50 4,073 22.46 0.0189
2021-08-16 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 37,397 13,053 53.62 3,326 46.01 0.0158
2021-05-14 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 24,344 -599 -2.40 2,278 -0.78 0.0122
2021-02-16 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 24,943 -426 -1.68 2,296 -6.59 0.0138
2020-11-16 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 25,369 -2,167 -7.87 2,458 1.82 0.0176
2020-08-14 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 27,536 -6,956 -20.17 2,414 -20.59 0.0187
2020-05-15 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 34,492 9,274 36.78 3,040 30.70 0.0276
2020-01-21 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 25,218 -1,714 -6.36 2,326 -9.18 0.0172
2019-10-15 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 26,932 3,066 12.85 2,561 28.69 0.0215
2019-08-13 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 23,866 25 0.10 1,990 5.57 0.0173
2019-05-13 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 23,841 3,790 18.90 1,885 35.71 0.0175
2019-02-14 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 20,051 20,051 1,389 0.0148
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.