WEC β€” WEC ENERGY GROUP INC.

Ownership history in FIDELITY D & D BANCORP INC  Β·  7 quarters on record

AI Ownership Summary

FIDELITY D & D BANCORP INC reported WEC ENERGY GROUP INC. (WEC) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.17% in 2023 Q4. The latest visible filing shows WEC at 0.12% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDELITY D & D BANCORP INC'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
2025 Q3

WEC was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

How FIDELITY D & D BANCORP INC held WEC β€” position size vs. price
% of Fund (quarterly)    WEC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,852 -230 -11.0% 0.12% $212K 2025-11-13 $109.92
2025 Q2 REDUCED 2,082 -200 -8.8% 0.13% $217K 2025-08-15 $105.61
2025 Q1 UNCHANGED 2,282 β€” 0% 0.16% $249K 2025-05-01 $105.23
2024 Q4 REDUCED 2,282 -50 -2.1% 0.16% $215K 2025-02-21 $100.65
2024 Q3 REDUCED 2,332 -196 -7.8% 0.15% $224K 2024-12-06 $93.11
2023 Q4 REDUCED 2,528 -438 -14.8% 0.17% $213K 2024-01-12 $76.40
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FIDELITY D & D BANCORP 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 FIDELITY D & D BANCORP INC reported owning WEC?

FIDELITY D & D BANCORP INC reported WEC across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WEC position in FIDELITY D & D BANCORP INC's portfolio?

The largest reported portfolio weight for WEC was 0.17% in 2023 Q4.

What is the latest reported WEC position on this page?

The most recent filing on this page is 2025 Q3, when FIDELITY D & D BANCORP INC reported 1,852 shares, equal to 0.12% of portfolio, with an estimated market value of $212K.

What does the chart on this WEC ownership page compare?

The chart compares FIDELITY D & D BANCORP 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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