WEC Energy Group, Inc.
US ˙ NYSE ˙ US92939U1060

SecurityWEC / WEC Energy Group, Inc.
InstitutionSPC Financial, Inc.
Latest Disclosed Ownership7,242 shares
Latest Disclosed Value $ 829,861
SPC Financial, Inc. ownership in WEC / WEC Energy Group, Inc.

On November 5, 2025 - SPC Financial, Inc. filed a 13F-HR form disclosing ownership of 7,242 shares of WEC Energy Group, Inc. (US:WEC) valued at $829,861 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 25, 2025 disclosing 7,242 shares of WEC Energy Group, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $817,984 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)
2025-11-05 2025-09-30 13F WEC ENERGY GROUP COM 92939U106 7,242 0 0.00 830 9.95 0.0648
2025-07-25 2025-06-30 13F WEC ENERGY GROUP COM 92939U106 7,242 0 0.00 755 -4.44 0.0632
2025-05-08 2025-03-31 13F WEC ENERGY GROUP COM 92939U106 7,242 663 10.08 789 27.67 0.0694
2025-02-06 2024-12-31 13F WEC ENERGY GROUP COM 92939U106 6,579 0 0.00 619 -2.22 0.0539
2024-10-16 2024-09-30 13F WEC ENERGY GROUP COM 92939U106 6,579 300 4.78 633 28.46 0.0557
2024-08-21 2024-06-30 13F/A-1 WEC ENERGY GROUP COM 92939U106 6,279 29 0.46 493 -4.09 0.0456
2024-08-02 2024-06-30 13F WEC ENERGY GROUP COM 92939U106 6,279 29 493 0.0456
2024-05-03 2024-03-31 13F WEC ENERGY GROUP COM 92939U106 6,250 0 0.00 513 -2.47 0.0482
2024-02-05 2023-12-31 13F WEC ENERGY GROUP COM 92939U106 6,250 1,000 19.05 526 24.64 0.0536
2023-11-09 2023-09-30 13F WEC ENERGY GROUP COM 92939U106 5,250 -12 -0.23 423 -9.05 0.0475
2023-08-03 2023-06-30 13F WEC ENERGY GROUP COM 92939U106 5,262 0 0.00 464 -6.83 0.0502
2023-05-09 2023-03-31 13F WEC ENERGY GROUP COM 92939U106 5,262 12 0.23 499 1.22 0.0569
2023-02-01 2022-12-31 13F WEC ENERGY GROUP COM 92939U106 5,250 0 0.00 492 4.68 0.0582
2022-10-27 2022-09-30 13F WEC ENERGY GROUP COM 92939U106 5,250 -200 -3.67 470 -14.23 0.0585
2022-08-03 2022-06-30 13F WEC ENERGY GROUP COM 92939U106 5,450 -200 -3.54 548 -2.84 0.0676
2022-05-02 2022-03-31 13F WEC ENERGY GROUP COM 92939U106 5,650 0 0.00 564 2.92 0.0655
2022-01-31 2021-12-31 13F WEC ENERGY GROUP COM 92939U106 5,650 100 1.80 548 11.84 0.0611
2021-11-05 2021-09-30 13F WEC ENERGY GROUP COM 92939U106 5,550 -200 -3.48 490 -4.11 0.0607
2021-07-29 2021-06-30 13F WEC ENERGY GROUP COM 92939U106 5,750 -550 -8.73 511 -13.39 0.0620
2021-04-22 2021-03-31 13F WEC ENERGY GROUP COM 92939U106 6,300 -125 -1.95 590 -0.17 0.0778
2021-01-29 2020-12-31 13F WEC ENERGY GROUP COM 92939U106 6,425 -744 -10.38 591 -14.96 0.0831
2020-10-26 2020-09-30 13F WEC ENERGY GROUP COM 92939U106 7,169 300 4.37 695 15.45 0.1199
2020-07-24 2020-06-30 13F WEC ENERGY GROUP COM 92939U106 6,869 0 0.00 602 -0.50 0.1254
2020-04-16 2020-03-31 13F WEC ENERGY GROUP COM 92939U106 6,869 -200 -2.83 605 -7.21 0.1543
2020-01-23 2019-12-31 13F WEC ENERGY GROUP COM 92939U106 7,069 394 5.90 652 2.68 0.1193
2019-10-18 2019-09-30 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 635 14.21 0.1342
2019-08-01 2019-06-30 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 556 5.30 0.1120
2019-04-26 2019-03-31 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 528 14.29 0.1131
2019-01-25 2018-12-31 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 462 3.59 0.1275
2018-10-25 2018-09-30 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 446 3.24 0.0893
2018-07-20 2018-06-30 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 432 3.10 0.0943
2018-04-30 2018-03-31 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 419 -5.42 0.0955
2018-01-16 2017-12-31 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 443 5.73 0.1026
2017-10-27 2017-09-30 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 419 2.20 0.1037
2017-07-25 2017-06-30 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 410 1.23 0.1086
2017-04-25 2017-03-31 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 405 3.58 0.1131
2017-02-02 2016-12-31 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 391 -2.25 0.1192
2016-10-21 2016-09-30 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 400 -8.26 0.1287
2016-07-21 2016-06-30 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 436 8.73 0.1576
2016-05-06 2016-03-31 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 401 17.25 0.1524
2016-02-04 2015-12-31 13F WEC ENERGY GROUP COM 92939U106 6,675 0 0.00 342 -2.01 0.1346
2015-10-22 2015-09-30 13F WEC ENERGY GROUP COM 92939U106 6,675 -100 -1.48 349 14.43 0.1501
2015-07-23 2015-06-30 13F WEC ENERGY GROUP COM 92939U106 6,775 -56,803 -89.34 305 -90.31 0.0855
2015-04-29 2015-03-31 13F WISCONSIN ENERGY COM 976657106 63,578 -850 -1.32 3,147 -7.39 0.8646
2015-03-06 2014-12-31 13F/A-1 WISCONSIN ENERGY COM 976657106 64,428 -150 -0.23 3,398 22.36 0.9887
2015-03-06 2014-09-30 13F/A-1 WISCONSIN ENERGY COM 976657106 64,578 18,281 39.49 2,777 27.85 0.8056
2014-10-24 2014-09-30 13F WISCONSIN ENERGY COM 976657106 64,578 2,777
2014-07-28 2014-06-30 13F WISCONSIN ENERGY COM 976657106 46,297 2,000 4.51 2,172 5.33 0.6077
2014-04-18 2014-03-31 13F WISCONSIN ENERGY COM 976657106 44,297 -200 -0.45 2,062 12.07 0.6264
2014-02-03 2013-12-31 13F WISCONSIN ENERGY COM 976657106 44,497 1,400 3.25 1,840 5.75 0.5755
2013-10-23 2013-09-30 13F WISCONSIN ENERGY COM 976657106 43,097 -400 -0.92 1,740 -2.41 0.6179
2013-07-22 2013-06-30 13F WISCONSIN ENERGY COM 976657106 43,497 43,497 1,783 0.6897
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.