Bruce & Co., Inc. WEC — WEC Energy

Ownership history in Bruce & Co., Inc.  ·  7 quarters on record

AI Ownership Summary

Bruce & Co., Inc. reported WEC Energy (WEC) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.14% in 2025 Q3. The latest visible filing shows WEC at 0.13% 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 Bruce & Co., Inc.'s position in WEC Energy, 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
2025 Q4

WEC was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 Bruce & Co., Inc. fund profile Bruce & Co., Inc. full holdings
How Bruce & Co., Inc. 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)
2025 Q4 UNCHANGED — — — 3,945 — 0% 0.13% $416K 2026-02-14 (Est.) $115.79
2025 Q3 UNCHANGED — — — 3,945 — 0% 0.14% $452K 2025-11-13 $109.92
2025 Q2 UNCHANGED — — — 3,945 — 0% 0.13% $411K 2025-08-14 $106.37
2025 Q1 UNCHANGED — — — 3,945 — 0% 0.12% $371K 2025-05-14 $99.76
2024 Q4 REDUCED 12.5% +16.9% ❌ 3,945 -564 -12.5% 0.12% $371K 2025-02-11 $98.49
2024 Q3 UNCHANGED — — — 4,509 — 0% 0.13% $434K 2024-11-14 $92.19
2024 Q2 INITIATED — — — 4,509 — — 0.12% $354K 2024-08-09 $82.87

🏢 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 Bruce & Co., Inc. and WEC

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

How long has Bruce & Co., Inc. reported owning WEC?

Bruce & Co., Inc. reported WEC across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported WEC position in Bruce & Co., Inc.'s portfolio?

The largest reported portfolio weight for WEC was 0.14% in 2025 Q3.

What is the latest reported WEC position on this page?

The most recent filing on this page is 2025 Q4, when Bruce & Co., Inc. reported 3,945 shares, equal to 0.13% of portfolio, with an estimated market value of $416K.

What does the chart on this WEC ownership page compare?

The chart compares Bruce & Co., Inc.'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.

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