Ariston Services Group WEC — WEC ENERGY GROUP INC

Ownership history in Ariston Services Group  ·  7 quarters on record

AI Ownership Summary

Ariston Services Group reported WEC ENERGY GROUP INC (WEC) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows WEC at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ariston Services Group's position in WEC ENERGY GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WEC was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WEC stock page Ariston Services Group fund profile Ariston Services Group full holdings
How Ariston Services Group held WEC — position size vs. price
% of Fund (quarterly)    WEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — — -3,351 -100.0% 0.23% $388K 2026-04-22 $113.38
2025 Q4 ADDED — — — 3,351 +950 +39.6% 0.21% $353K 2026-01-23 $108.19
2025 Q3 UNCHANGED — — — 2,401 — 0% 0.17% $275K 2025-10-28 $113.34
2025 Q2 ADDED — — — 2,401 +178 +8.0% 0.18% $250K 2025-07-29 $105.99
2025 Q1 UNCHANGED — — — 2,223 — 0% 0.20% $242K 2025-05-14 $99.76
2024 Q4 UNCHANGED — — — 2,223 — 0% 0.18% $209K 2025-02-06 $96.66
2024 Q3 INITIATED — — — 2,223 — — 0.19% $214K 2024-10-25 $92.41

🏢 Other funds also holding WEC

As of 2026 Q1 — sorted by position size

Longboard Asset Management, LP 4.35% THOMAS STORY & SON LLC 3Y 7Y 4.07% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 3.53% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 3.31% HFR Wealth Management, LLC 3Y 2.89% Global Trust Wealth Management LLC 2.57% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.22% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.22% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 2.2% DONALDSON CAPITAL MANAGEMENT, LLC 3Y 7Y 1.66%

FAQ About Ariston Services Group and WEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ariston Services Group reported owning WEC?

Ariston Services Group reported WEC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported WEC position in Ariston Services Group's portfolio?

The largest reported portfolio weight for WEC was 0.23% in 2026 Q1.

What is the latest reported WEC position on this page?

The latest section of the table and chart shows the most recent reported WEC position for Ariston Services Group.

What does the chart on this WEC ownership page compare?

The chart compares Ariston Services Group's quarterly WEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ariston Services Group time their WEC position?

Based on 13F filing dates vs. subsequent WEC price moves, Ariston Services Group correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on WEC relative to SPY over the holding period was -1.3%.

← Back to Ariston Services Group Holdings