WEC — WEC ENERGY GROUP INC

Ownership history in BENJAMIN EDWARDS INC  ·  28 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in WEC ENERGY GROUP INC (WEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.71% (2021 Q4)
Avg. % of fund
0.95%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 599,147 -24,477 -3.9% 0.70% $63.2M $104.58
2025 Q3 ADDED 623,624 +5,320 +0.9% 0.81% $71.5M $112.72
2025 Q2 ADDED 618,304 +8,598 +1.4% 0.82% $64.4M $101.67
2025 Q1 ADDED 609,706 +34,508 +6.0% 0.93% $66.4M $105.42
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WEC price (monthly, adj. close)

Other funds also holding WEC

As of 2025 Q4 — sorted by position size

DECADE RENEWABLE PARTNERS LP 3Y 4.44% THOMAS STORY & SON LLC 3Y 7Y 3.61% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 3.31% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 2.87% HFR Wealth Management, LLC 3Y 2.57% Talaria Asset Management Pty Ltd 2.55% South Street Advisors LLC 3Y 7Y 2.44% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.2% BANTAMAC CAPITAL, LLC 3Y 2.19% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.1%
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