WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership23,624 shares
Latest Disclosed Value $ 2,734,969
Cwm, Llc reports 13.94% decrease in ownership of WEC / WEC Energy Group, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 23,624 shares of WEC Energy Group, Inc. (US:WEC) valued at $2,734,950 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 27,452 shares of WEC Energy Group, Inc.. This represents a change in shares of -13.94% during the quarter. The current value of the position is $2,599,821 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)
2026-05-14 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 23,624 -3,828 -13.94 2,735 136,600.00 0.0072
2026-01-26 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 27,452 -358 -1.29 3 -33.33 0.0078
2025-10-15 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 27,810 5,114 22.53 3 50.00 0.0096
2025-07-25 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 22,696 3,142 16.07 2 0.00 0.0083
2025-05-01 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 19,554 122 0.63 2 100.00 0.0085
2025-02-04 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 19,432 1,879 10.70 2 0.00 0.0076
2024-10-08 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 17,553 693 4.11 2 0.00 0.0073
2024-07-10 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 16,860 234 1.41 1 0.00 0.0062
2024-04-05 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 16,626 -1,011 -5.73 1 0.00 0.0066
2024-02-01 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 17,637 94 0.54 1 0.00 0.0080
2023-10-11 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 17,543 -311,178 -94.66 1 -96.55 0.0087
2023-08-03 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 328,721 -27,280 -7.66 29 -12.12 0.1792
2023-05-01 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 356,001 815 0.23 34 0.00 0.2280
2023-02-01 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 355,186 13,865 4.06 33 -99.89 0.2453
2022-10-27 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 341,321 9,188 2.77 30,524 -8.68 0.2425
2022-07-28 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 332,133 11,022 3.43 33,426 4.29 0.2590
2022-04-21 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 321,111 4,725 1.49 32,050 4.36 0.2273
2022-01-31 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 316,386 7,819 2.53 30,712 11.90 0.2162
2021-09-15 2021-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 308,567 0 0.00 27,447 0.00 0.2187
2021-07-29 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 308,567 0 27,447 0.2187
2021-09-15 2021-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 308,567 0 0.00 27,447 0.00 0.2187
2021-04-27 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 297,222 -11,345 27,817 0.2447
2021-09-15 2020-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 308,567 0 0.00 27,447 0.00 0.2187
2021-01-27 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 300,392 -8,175 27,645 0.2591
2021-09-15 2020-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 308,567 0 0.00 27,447 0.00 0.2187
2020-10-19 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 301,491 -7,076 29,214 0.3248
2021-09-15 2020-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 308,567 0 0.00 27,447 0.00 0.2187
2020-07-22 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 331,571 23,004 29,062 0.3447
2021-09-15 2020-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 308,567 0 0.00 27,447 0.00 0.2187
2020-04-28 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 332,847 24,280 29,334 0.4368
2021-09-14 2019-12-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 308,567 0 0.00 27,447 0.00 0.2187
2020-01-27 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 309,066 499 28,505 0.3642
2021-09-14 2019-09-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 308,567 0 0.00 27,447 0.00 0.2187
2019-10-22 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 256,638 -51,929 24,406 0.3553
2021-09-14 2019-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 308,567 0 0.00 27,447 0.00 0.2187
2019-07-31 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 192,251 -116,316 16,028 0.2651
2021-09-02 2019-03-31 13F/A-1 WEC ENERGY GROUP COM 92939U106 308,567 265,943 623.93 27,447 829.78 0.2187
2019-04-22 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 120,316 77,692 9,515 0.1908
2019-01-25 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 42,624 34,072 398.41 2,952 416.99 0.0737
2018-10-29 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 8,552 6,851 402.76 571 419.09 0.0146
2018-07-31 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 1,701 552 48.04 110 52.78 0.0036
2018-04-26 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 1,149 -349 -23.30 72 -28.00 0.0029
2018-01-16 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 1,498 -131 -8.04 100 -1.96 0.0044
2017-10-16 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 1,629 460 39.35 102 41.67 0.0048
2017-07-17 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 1,169 29 2.54 72 4.35 0.0037
2017-04-17 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 1,140 0 0.00 69 2.99 0.0039
2017-01-19 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 1,140 313 37.85 67 34.00 0.0041
2016-10-17 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 827 787 1,967.50 50 1,566.67 0.0035
2016-07-21 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 40 0 0.00 3 50.00 0.0002
2016-04-18 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 40 0 0.00 2 0.00 0.0002
2016-02-01 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 40 0 0.00 2 0.00 0.0002
2015-10-30 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 40 40 2 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.