WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership42,218 shares
Latest Disclosed Value $ 4,452,310
CIBC Private Wealth Group, LLC reports 3.10% decrease in ownership of WEC / WEC Energy Group, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 42,218 shares of WEC Energy Group, Inc. (US:WEC) valued at $4,452,310 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 43,570 shares of WEC Energy Group, Inc.. This represents a change in shares of -3.10% during the quarter. The current value of the position is $4,768,523 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)
2026-02-12 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 42,218 -1,352 -3.10 4,452 -10.82 0.0075
2025-11-24 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 43,570 -4,936 -10.18 4,993 -1.23 0.0085
2025-08-12 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 48,506 -5,983 -10.98 5,054 -9.89 0.0090
2025-05-14 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 54,489 -1,058,750 -95.11 5,610 -94.68 0.0118
2025-02-12 2024-12-31 13F WEC Energy Group COM 92939U106 1,113,239 -77,306 -6.49 105,479 -7.88 0.1912
2024-11-13 2024-09-30 13F WEC Energy Group COM 92939U106 1,190,545 -91,127 -7.11 114,507 14.47 0.2052
2024-08-09 2024-06-30 13F WEC Energy Group COM 92939U106 1,281,672 13,210 1.04 100,034 -3.31 0.1876
2024-05-10 2024-03-31 13F WEC Energy Group COM 92939U106 1,268,462 69,781 5.82 103,456 2.54 0.2027
2024-02-13 2023-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 1,198,681 -232,303 -16.23 100,893 -12.47 0.2137
2023-11-13 2023-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 1,430,984 158,030 12.41 115,266 2.62 0.2728
2023-11-21 2023-06-30 13F/A-1 WEC ENERGY GROUP INC COM COM 92939U106 1,272,954 1,236,652 3,406.57 112,325 3,164.31 0.2456
2023-08-10 2023-06-30 13F WEC ENERGY GROUP INC COM COM 92939U106 1,272,954 1,236,652 112,325 0.2456
2023-11-21 2023-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 36,302 -182 -0.50 3,441 114,600.00 0.0076
2023-05-12 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 36,302 -182 3,441 0.0075
2023-06-01 2022-12-31 13F/A-2 W E C ENERGY GROUP COM 92939U106 36,484 -351 -0.95 3 -99.91 0.0000
2023-02-14 2022-12-31 13F/A-1 WEC ENERGY GROUP INC COM COM 92939U106 36,484 -351 3,421 0.0072
2023-02-13 2022-12-31 13F WEC ENERGY GROUP INC COM COM 92939U106 36,484 -351 153 0.0000
2022-11-15 2022-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 36,835 -183 -0.49 3,294 -11.57 0.0089
2022-08-03 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 37,018 87 0.24 3,725 1.06 0.0097
2022-05-16 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 36,931 807 2.23 3,686 5.10 0.0080
2022-04-04 2021-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 36,124 -176 -0.48 3,507 9.53 0.0073
2022-02-08 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 36,124 -176 3,507 0.0073
2021-11-12 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 36,300 -41 -0.11 3,202 -0.96 0.0074
2021-08-16 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 36,341 137 0.38 3,233 -4.57 0.0074
2021-05-12 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 36,204 -187,202 -83.79 3,388 -83.52 0.0085
2021-02-12 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 223,406 177,849 390.39 20,561 365.81 0.0544
2020-11-03 2020-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 45,557 45,557 4,414 0.0135
2020-08-13 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 0 -35,861 -100.00 0 -100.00
2020-05-15 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 35,861 85 0.24 3,160 -4.24 0.0136
2020-01-30 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 35,776 1,583 4.63 3,300 1.48 0.0108
2019-10-16 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 34,193 468 1.39 3,252 15.65 0.0114
2019-07-31 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 33,725 43 0.13 2,812 5.56 0.0099
2019-05-10 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 33,682 2,221 7.06 2,664 22.26 0.0103
2019-02-05 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 31,461 -64 -0.20 2,179 3.52 0.0097
2018-11-14 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 31,525 -19 -0.06 2,105 3.24 0.0080
2018-08-02 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 31,544 -599 -1.86 2,039 1.19 0.0083
2018-05-17 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 32,143 -239 -0.74 2,015 -6.32 0.0088
2018-02-12 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 32,382 -4,580 -12.39 2,151 -7.28 0.0091
2017-12-21 2017-09-30 13F/A-1 WEC ENERGY GROUP INC COM COM 92939U106 36,962 36,962 2,320 0.0106
2017-11-14 2017-09-30 13F WEC ENERGY GROUP INC COM COM 92939U106 36,962 2,320 0.0104
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.