WEC β€” WEC ENERGY GROUP INC

Ownership history in DECADE RENEWABLE PARTNERS LP  Β·  4 quarters on record

This page tracks every 13F SEC filing in which DECADE RENEWABLE PARTNERS LP 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.44% (2025 Q2)
πŸ“Š Avg. % of fund
4.39%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

DECADE RENEWABLE PARTNERS LP Γ— WEC AI Analytics

πŸ“‰ DECADE RENEWABLE PARTNERS LP underperformed the S&P 500 by –14.3% annually on this WEC position. Maximum drawdown during holding period: –7.2%.

πŸ“ˆ Position Alpha vs SPY
-14.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 14.3% ann.
2 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–7.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 4.44% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    WEC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 53,680 β€” 0% 4.44% $5.6M $104.58
2025 Q3 UNCHANGED 53,680 β€” 0% 4.44% $5.6M $112.72
2025 Q2 REDUCED 53,680 -44,031 -45.1% 4.44% $5.6M $101.67
2024 Q1 INITIATED 97,711 β€” β€” 4.25% $8.0M β€”

🏒 Other funds also holding WEC

As of 2025 Q4 β€” sorted by position size

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% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 2.07%
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