WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionChicago Capital, LLC
Latest Disclosed Ownership8,564 shares
Latest Disclosed Value $ 991,454
Chicago Capital, LLC reports 21.68% decrease in ownership of WEC / WEC Energy Group, Inc.

On April 23, 2026 - Chicago Capital, LLC filed a 13F-HR form disclosing ownership of 8,564 shares of WEC Energy Group, Inc. (US:WEC) valued at $991,454 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,935 shares of WEC Energy Group, Inc.. This represents a change in shares of -21.68% during the quarter. The current value of the position is $942,468 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)
2026-04-23 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 8,564 -2,371 -21.68 991 -14.05 0.0267
2026-01-26 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 10,935 5,297 93.95 1,153 78.48 0.0285
2025-10-22 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 5,638 0 0.00 646 10.05 0.0159
2025-07-17 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 5,638 0 0.00 587 -4.40 0.0145
2025-04-17 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 5,638 0 0.00 614 15.85 0.0174
2025-01-24 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 5,638 0 0.00 530 -2.21 0.0141
2024-10-18 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 5,638 0 0.00 542 22.62 0.0151
2024-08-06 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 5,638 0 0.00 442 -4.33 0.0132
2024-04-15 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 5,638 0 0.00 463 -2.53 0.0141
2024-01-22 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 5,638 -247 -4.20 475 0.21 0.0171
2023-10-25 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 5,885 0 0.00 474 -8.86 0.0222
2023-07-20 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 5,885 0 0.00 519 -6.82 0.0234
2023-04-18 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 5,885 0 0.00 558 1.09 0.0278
2023-01-20 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 5,885 -80 -1.34 552 3.38 0.0305
2022-10-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 5,965 0 0.00 533 -11.17 0.0308
2022-07-21 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 5,965 0 0.00 600 0.84 0.0331
2022-04-21 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 5,965 -766 -11.38 595 -8.88 0.0256
2022-01-20 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 6,731 -210 -3.03 653 6.70 0.0243
2021-10-28 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 6,941 0 0.00 612 -0.81 0.0232
2021-07-22 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 6,941 0 0.00 617 -5.08 0.0241
2021-04-13 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 6,941 0 0.00 650 1.72 0.0274
2021-01-25 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 6,941 0 0.00 639 -5.05 0.0285
2020-10-13 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 6,941 0 0.00 673 10.69 0.0346
2020-07-29 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 6,941 0 0.00 608 -0.65 0.0352
2020-04-21 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 6,941 -225 -3.14 612 -7.41 0.0494
2020-01-14 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 7,166 -70 -0.97 661 -3.92 0.0403
2019-10-28 2019-09-30 13F WEC ENERGY GROUP COMMON 92939U106 7,236 -100 -1.36 688 12.42 0.0461
2019-07-11 2019-06-30 13F WEC ENERGY GROUP COMMON 92939U106 7,336 -930 -11.25 612 -6.42 0.0392
2019-04-23 2019-03-31 13F WEC ENERGY GROUP COMMON 92939U106 8,266 -1,433 -14.77 654 -2.68 0.0445
2019-02-11 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 9,699 349 3.73 672 7.69 0.0548
2018-11-02 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 9,350 27 0.29 624 3.48 0.0432
2018-07-19 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 9,323 3,005 47.56 603 52.27 0.0486
2018-05-09 2018-03-31 13F Wec Energy Group COM 92939U106 6,318 6,318 396 0.0528
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.