Wisconsin Energy Corp.
13F holders, Q2 2024 (June 30)4holders +1
1new positions
0sold out
$78.45avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Wisconsin Energy Corp. in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were West Oak Capital, LLC ($1.3M), NBT Bank, N.A. ($71K) and 1620 Investment Advisors, Inc. ($5K).
- Company
- Wisconsin Energy Corp.
- Filed as
- W E C ENERGY GROUP INC (Q2 2024)
- CUSIP
- 976657106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 6,352 shares bought, net +6,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| West Oak Capital, LLC | 0.53% | Add +60.5% | 16,675 | $1.3M |
| NBT Bank, N.A. | 0.01% | No change | 904 | $71K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 67 | $5K |
| 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.