WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionHowe & Rusling Inc
Latest Disclosed Ownership2,107 shares
Latest Disclosed Value $ 243,928
Howe & Rusling Inc reports 2.50% decrease in ownership of WEC / WEC Energy Group, Inc.

On April 28, 2026 - Howe & Rusling Inc filed a 13F-HR form disclosing ownership of 2,107 shares of WEC Energy Group, Inc. (US:WEC) valued at $243,927 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 2,161 shares of WEC Energy Group, Inc.. This represents a change in shares of -2.50% during the quarter. The current value of the position is $231,875 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)
2026-04-28 2026-03-31 13F WEC ENERGY GROUP COM 92939U106 2,107 -54 -2.50 244 7.05 0.0159
2026-02-14 2025-12-31 13F WEC ENERGY GROUP COM 92939U106 2,161 -1 -0.05 228 -8.10 0.0151
2025-11-05 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 2,162 -76 -3.40 248 6.01 0.0170
2025-08-12 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 2,238 115 5.42 233 0.87 0.0172
2025-06-17 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 2,123 2,123 231 0.0195
2025-02-12 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 0 -2,086 -100.00 0 -100.00
2024-11-08 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 2,086 2,086 201 0.0173
2024-08-14 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 0 -4,105 -100.00 0 -100.00
2024-05-15 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 4,105 86 2.14 337 -0.30 0.0323
2024-02-06 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 4,019 0 0.00 338 4.64 0.0359
2023-11-09 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 4,019 0 0.00 324 -8.76 0.0382
2023-08-14 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 4,019 0 0.00 355 -6.84 0.0397
2023-05-15 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 4,019 4,019 381 0.0454
2023-02-15 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 0 -19 -100.00 0 -100.00
2022-11-14 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 19 19 2 0.0003
2021-05-13 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -57 -100.00 0 -100.00
2021-02-08 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 57 57 5 0.0008
2019-04-29 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 0 -371 -100.00 0 -100.00
2019-02-04 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 371 0 0.00 26 4.00 0.0055
2018-11-07 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 371 0 0.00 25 4.17 0.0042
2018-07-31 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 371 -2 -0.54 24 4.35 0.0043
2018-05-14 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 373 373 23 0.0042
2017-07-13 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 0 -350 -100.00 0 -100.00
2017-04-18 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 350 0 0.00 21 0.00 0.0042
2017-01-20 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 350 0 0.00 21 0.00 0.0046
2016-10-17 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 350 350 0.00 21 0.0045
2014-07-31 2014-06-30 13F WISCONSIN ENERGY COM 976657106 0 -130 -100.00 0 -100.00
2014-05-07 2014-03-31 13F WISCONSIN ENERGY COM 976657106 130 0 0.00 6 20.00 0.0015
2014-07-31 2013-12-31 13F/A-12 WISCONSIN ENERGY COM 976657106 130 0 0.00 5 0.00 0.0013
2014-02-07 2013-12-31 13F WISCONSIN ENERGY COM 976657106 520 21
2013-11-08 2013-09-30 13F WISCONSIN ENERGY COM 976657106 130 0 0.00 5 0.00 0.0018
2013-08-14 2013-06-30 13F WISCONSIN ENERGY COM 976657106 130 130 5 0.0014
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.