Wisconsin Energy Corp.
13F holders, Q2 2026 (June 30)4holders
1new positions
1sold out
$116.77avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Wisconsin Energy Corp. in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Tandem Investment Advisors, Inc. ($20.4M), Opus Capital Group, LLC ($245K) and Asset Planning,Inc ($65K).
- Company
- Wisconsin Energy Corp.
- Filed as
- WEC ENERGY GROUP INC (Q2 2026)
- CUSIP
- 976657106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $245K |
| Exits | 1 | $773K |
All 13F filers, Q1 2026 → Q2 2026: 2,096 shares bought and 73,472 shares sold, net −71,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Tandem Investment Advisors, Inc. | 1.37% | Reduce -23.9% | 174,860 | $20.4M |
| Opus Capital Group, LLC | 0.02% | New | 2,096 | $245K |
| Asset Planning,Inc | 0.04% | No change | 558 | $65K |
| Huntington National Bank | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is WISCONSIN ENERGY CORP's weight in each manager's 13F, not the share of Wisconsin Energy Corp. the manager owns.