Ownership history in Cornerstone Advisors, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisors, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 12,300 | — | 0% | 0.05% | $1.4M | $112.72 |
| 2025 Q2 | UNCHANGED | 12,300 | — | 0% | 0.04% | $1.3M | $101.67 |
| 2025 Q1 | REDUCED | 12,300 | -6,600 | -34.9% | 0.06% | $1.3M | $105.42 |
| 2024 Q4 | UNCHANGED | 18,900 | — | 0% | 0.07% | $1.8M | $90.18 |
| 2024 Q3 | UNCHANGED | 18,900 | — | 0% | 0.07% | $1.8M | $91.45 |
| 2024 Q2 | REDUCED | 18,900 | -9,400 | -33.2% | 0.06% | $1.5M | $73.90 |
| 2024 Q1 | UNCHANGED | 28,300 | — | 0% | 0.10% | $2.3M | $76.59 |
| 2023 Q4 | REDUCED | 28,300 | -1,500 | -5.0% | 0.10% | $2.4M | $77.67 |
| 2023 Q3 | REDUCED | 29,800 | -1,100 | -3.6% | 0.11% | $2.4M | $73.61 |
| 2023 Q2 | ADDED | 30,900 | +8,900 | +40.5% | 0.13% | $2.7M | $79.91 |
As of 2025 Q4 — sorted by position size