Wisconsin Energy Corp.
13F holders, Q3 2024 (September 30)5holders +1
1new positions
0sold out
$12.48avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Wisconsin Energy Corp. in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Tandem Investment Advisors, Inc. ($227K), NBT Bank, N.A. ($87K) and West Oak Capital, LLC ($23K).
- Company
- Wisconsin Energy Corp.
- Filed as
- W E C ENERGY GROUP INC (Q3 2024)
- CUSIP
- 976657106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $227K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 9,883 shares bought, net +9,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Tandem Investment Advisors, Inc. | 0.01% | New | 2,363 | $227K |
| NBT Bank, N.A. | 0.01% | No change | 904 | $87K |
| West Oak Capital, LLC | 0.01% | Add +45.1% | 24,195 | $23K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 67 | $6K |
| 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.