WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↑1,00 (1,06%)
2026-06-05
DEL PRIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership7,791 shares
Latest Disclosed Value $ 901,963
Winch Advisory Services, LLC reports 0.58% increase in ownership of WIC / WEC Energy Group, Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 7,791 shares of WEC Energy Group, Inc. (DE:WIC) valued at $780,269 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 7,746 shares of WEC Energy Group, Inc.. This represents a change in shares of 0.58% during the quarter. The current value of the position is $740,145 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)
2026-04-30 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 7,791 45 0.58 902 10.42 0.2059
2026-02-03 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 7,746 61 0.79 817 -7.27 0.1807
2025-11-12 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 7,685 64 0.84 881 10.83 0.1981
2025-08-07 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 7,621 63 0.83 794 -3.52 0.1939
2025-05-06 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 7,558 -6 -0.08 824 15.75 0.2178
2025-01-14 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 7,564 24 0.32 711 -1.93 0.1850
2024-10-21 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 7,540 67 0.90 725 23.72 0.2006
2024-07-31 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 7,473 39 0.52 586 -3.93 0.1677
2024-05-14 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 7,434 76 1.03 610 -1.45 0.1865
2024-01-18 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 7,358 443 6.41 619 0.2054
2023-11-06 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 6,915 62 0.90 1 0.2043
2023-08-08 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 6,853 58 0.85 1 0.2173
2023-05-10 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 6,795 -6 -0.09 1 0.2499
2023-01-26 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 6,801 -94 -1.36 1 -100.00 0.2722
2022-10-31 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 6,895 48 0.70 617 -10.45 0.2650
2022-08-12 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 6,847 39 0.57 689 1.47 0.2812
2022-04-26 2022-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,808 23 0.34 679 3.03 0.2361
2022-02-04 2021-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,785 45 0.67 659 10.94 0.2179
2021-11-10 2021-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 6,740 42 0.63 594 -0.34 0.2071
2021-08-05 2021-06-30 13F WEC ENERGY GROUP INC COM COM 92939U106 6,698 42 0.63 596 -4.33 0.2143
2021-05-03 2021-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,656 -293 -4.22 623 -2.66 0.2497
2021-02-09 2020-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,949 -109 -1.54 640 -6.43 0.2659
2020-11-04 2020-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 7,058 185 2.69 684 13.62 0.2896
2020-08-12 2020-06-30 13F WEC ENERGY GROUP INC COM COM 92939U106 6,873 51 0.75 602 0.17 0.2862
2020-05-13 2020-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,822 35 0.52 601 -3.99 0.2989
2020-02-12 2019-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,787 73 1.09 626 -1.88 0.2969
2019-11-13 2019-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 6,714 33 0.49 638 14.54 0.3322
2019-08-07 2019-06-30 13F WEC ENERGY GROUP INC COM COM 92939U106 6,681 56 0.85 557 6.30 0.2902
2019-05-13 2019-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,625 42 0.64 524 14.91 0.2897
2019-02-05 2018-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,583 134 2.08 456 5.80 0.2537
2018-11-13 2018-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 6,449 41 0.64 431 4.11 0.2166
2018-08-13 2018-06-30 13F WEC ENERGY GROUP INC COM COM 92939U106 6,408 -444 -6.48 414 -3.72 0.2231
2018-05-11 2018-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,852 -683 -9.06 430 -14.17 0.2519
2018-02-13 2017-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 7,535 -96 -1.26 501 4.59 0.3012
2017-11-13 2017-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 7,631 51 0.67 479 3.01 0.3116
2017-08-07 2017-06-30 13F Wisconsin Energy COM 92939U106 7,580 976 14.78 465 16.25 0.2926
2017-05-01 2017-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,604 126 1.95 400 5.26 0.2538
2017-01-19 2016-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,478 340 5.54 380 3.26 0.2615
2016-11-02 2016-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 6,138 50 0.82 368 -7.54 0.3000
2016-08-10 2016-06-30 13F WEC ENERGY GROUP INC COM COM 976657106 6,088 50 0.83 398 9.64 0.4827
2016-05-12 2016-03-31 13F WEC ENERGY GROUP INC COM COM 92939U106 6,038 -57 -0.94 363 15.97 0.5856
2016-01-22 2015-12-31 13F WEC ENERGY GROUP INC COM COM 976657106 6,095 -390 -6.01 313 -7.67 0.3548
2015-11-13 2015-09-30 13F WEC ENERGY GROUP INC COM COM 976657106 6,485 32 0.50 339 16.90 0.4954
2015-08-11 2015-06-30 13F WEC ENERGY GROUP INC COM COM 976657106 6,453 5,322 470.56 290 417.86 0.1585
2015-05-14 2015-03-31 13F WISCONSIN ENERGY CORP COM COM 976657106 1,131 1,131 0.00 56 0.0326
2015-02-11 2014-12-31 13F Wisconsin Energy COM 976657106 0 -1,112 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Wisconsin Energy COM 976657106 1,112 9 0.82 48 -7.69 0.0308
2014-08-15 2014-06-30 13F Wisconsin Energy COM 976657106 1,103 9 0.82 52 1.96 0.0305
2014-05-14 2014-03-31 13F Wisconsin Energy COM 976657106 1,094 1,094 51 0.0323
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.