Wisconsin Energy Corp.
13F holders, Q1 2025 (March 31)4holders −2
0new positions
2sold out
$12.58avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Wisconsin Energy Corp. in their 13F filings, down 2 from Q4 2024. 0 opened new positions and 2 sold out. The largest holders were Tandem Investment Advisors, Inc. ($256K), Asset Planning,Inc ($61K) and West Oak Capital, LLC ($27K).
- Company
- Wisconsin Energy Corp.
- CUSIP
- 976657106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $417K |
All 13F filers, Q4 2024 → Q1 2025: 9,157 shares sold, net −9,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Tandem Investment Advisors, Inc. | 0.01% | Reduce -2.1% | 2,348 | $256K |
| Asset Planning,Inc | 0.05% | No change | 558 | $61K |
| West Oak Capital, LLC | 0.01% | Reduce -0.7% | 24,395 | $27K |
| 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.