Wisconsin Energy Corp.
13F holders, Q4 2024 (December 31)6holders +1
1new positions
1sold out
$19.71avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Wisconsin Energy Corp. in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Kentucky Retirement Systems Insurance Trust Fund ($332K), Tandem Investment Advisors, Inc. ($226K) and NBT Bank, N.A. ($85K).
- Company
- Wisconsin Energy Corp.
- CUSIP
- 976657106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $332K |
| Exits | 1 | $6K |
All 13F filers, Q3 2024 → Q4 2024: 8,438 shares bought and 67 shares sold, net +8,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | New | 8,022 | $332K |
| Tandem Investment Advisors, Inc. | 0.01% | Add +1.5% | 2,399 | $226K |
| NBT Bank, N.A. | 0.01% | No change | 904 | $85K |
| Asset Planning,Inc | 0.04% | — | 558 | $52K |
| West Oak Capital, LLC | 0.01% | Add +1.6% | 24,575 | $23K |
| 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.