WEC Energy Group, Inc.
DE ˙ DB ˙ US92939U1060
95,00 € ↓ -2,00 (-2,06%)
2026-05-29
AKTIENPREIS
SecurityDE:WIC / WEC Energy Group, Inc.
InstitutionCX Institutional
Latest Disclosed Ownership2,603 shares
Latest Disclosed Value $ 301
CX Institutional reports 20.06% increase in ownership of WIC / WEC Energy Group, Inc.

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 2,603 shares of WEC Energy Group, Inc. (DE:WIC) valued at $260,690 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,168 shares of WEC Energy Group, Inc.. The current value of the position is $247,285 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)
2026-04-06 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 2,603 435 20.06 0 0.0092
2026-02-02 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 2,168 367 20.38 0 0.0068
2025-10-23 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 1,801 38 2.16 0 0.0063
2025-07-16 2025-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 1,763 -5 -0.28 0 0.0064
2025-07-11 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 1,763 -5 0 0.0064
2025-04-15 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 1,768 1,768 0 0.0073
2022-11-04 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 0 -788 -100.00 0 -100.00
2022-08-02 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 788 788 79 0.0060
2022-01-18 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 0 -418 -100.00 0 -100.00
2021-11-10 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 418 51 13.90 37 12.12 0.0030
2021-08-04 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 367 -157 -29.96 33 -32.65 0.0027
2021-04-15 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 524 111 26.88 49 28.95 0.0044
2021-01-12 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 413 26 6.72 38 0.00 0.0037
2020-10-13 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 387 235 154.61 38 192.31 0.0041
2020-08-06 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 152 -37 -19.58 13 -23.53 0.0017
2020-04-29 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 189 96 103.23 17 88.89 0.0028
2020-01-21 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 93 0 0.00 9 0.00 0.0016
2019-10-10 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 93 -9 -8.82 9 0.00 0.0015
2019-07-17 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 102 28 37.84 9 50.00 0.0014
2019-04-03 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 74 61 469.23 6 500.00 0.0011
2019-01-14 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 13 13 1 0.0002
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.