Wisconsin Energy Corp.
13F holders, Q2 2025 (June 30)4holders
0new positions
0sold out
$11.18avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Wisconsin Energy Corp. in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Tandem Investment Advisors, Inc. ($255K), Asset Planning,Inc ($58K) and West Oak Capital, LLC ($29K).
- Company
- Wisconsin Energy Corp.
- CUSIP
- 976657106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 3,271 shares bought, net +3,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Tandem Investment Advisors, Inc. | 0.01% | Add +4.1% | 2,444 | $255K |
| Asset Planning,Inc | 0.04% | No change | 558 | $58K |
| West Oak Capital, LLC | 0.01% | Add +13.0% | 27,570 | $29K |
| 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.