Wisconsin Energy Corp.
13F holders, Q3 2025 (September 30)4holders
0new positions
0sold out
$12.61avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Wisconsin Energy Corp. in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Tandem Investment Advisors, Inc. ($285K), Asset Planning,Inc ($64K) and West Oak Capital, LLC ($31K).
- Company
- Wisconsin Energy Corp.
- CUSIP
- 976657106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 44 shares bought and 480 shares sold, net −436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Tandem Investment Advisors, Inc. | 0.01% | Add +1.8% | 2,488 | $285K |
| Asset Planning,Inc | 0.05% | No change | 558 | $64K |
| West Oak Capital, LLC | 0.02% | Reduce -1.7% | 27,090 | $31K |
| 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.