Franklin, Parlapiano, Turner & Welch, LLC WEC — WEC ENERGY GROUP INC COM

Ownership history in Franklin, Parlapiano, Turner & Welch, LLC  ·  10 quarters on record

AI Ownership Summary

Franklin, Parlapiano, Turner & Welch, LLC reported WEC ENERGY GROUP INC COM (WEC) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.66% in 2025 Q1. The latest visible filing shows WEC at 2.11% 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 Franklin, Parlapiano, Turner & Welch, LLC's position in WEC ENERGY GROUP INC COM, 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
2026 Q2

WEC was reported at 2.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Franklin, Parlapiano, Turner & Welch, LLC fund profile Franklin, Parlapiano, Turner & Welch, LLC full holdings
How Franklin, Parlapiano, Turner & Welch, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 80,089 -488 -0.6% 2.11% $9.4M 2026-07-09 $114.89
2026 Q1 REDUCED — — — 80,577 -909 -1.1% 2.22% $9.3M 2026-04-24 $113.63
2025 Q4 REDUCED — — — 81,486 -1,505 -1.8% 2.20% $8.8M 2026-01-22 $107.52
2025 Q3 REDUCED — — — 82,991 -2,591 -3.0% 2.40% $9.5M 2025-10-23 $113.05
2025 Q2 REDUCED 5.6% +10.5% ❌ 85,582 -5,042 -5.6% 2.33% $8.9M 2025-07-25 $105.95
2025 Q1 REDUCED — — — 90,624 -2,938 -3.1% 2.66% $9.9M 2025-04-25 $103.32
2024 Q4 REDUCED — — — 93,562 -2,138 -2.2% 2.38% $8.8M 2025-01-23 $92.53
2024 Q3 ADDED — — — 95,700 +6 +0.0% 2.38% $9.2M 2024-10-22 $93.04
2024 Q2 ADDED — — — 95,694 +441 +0.5% 2.08% $7.5M 2024-07-31 $80.37
2024 Q1 INITIATED — — — 95,253 — — 2.15% $7.8M 2024-05-02 $76.83

🏢 Other funds also holding WEC

As of 2026 Q2 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.17% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 2.09% Somerset Trust Co 3Y 7Y 1.25% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.98% Hummer Financial Advisory Services Inc 3Y 0.89% Bank & Trust Co 0.69% DIVERSIFIED MANAGEMENT INC 0.65% Lantz Financial LLC 3Y 7Y 0.57% ROCKLAND TRUST CO 3Y 7Y 0.55% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.5%

FAQ About Franklin, Parlapiano, Turner & Welch, LLC and WEC

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

How long has Franklin, Parlapiano, Turner & Welch, LLC reported owning WEC?

Franklin, Parlapiano, Turner & Welch, LLC reported WEC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported WEC position in Franklin, Parlapiano, Turner & Welch, LLC's portfolio?

The largest reported portfolio weight for WEC was 2.66% in 2025 Q1.

What is the latest reported WEC position on this page?

The most recent filing on this page is 2026 Q2, when Franklin, Parlapiano, Turner & Welch, LLC reported 80,089 shares, equal to 2.11% of portfolio, with an estimated market value of $9.4M.

What does the chart on this WEC ownership page compare?

The chart compares Franklin, Parlapiano, Turner & Welch, LLC'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.

How well did Franklin, Parlapiano, Turner & Welch, LLC time their WEC position?

Based on 13F filing dates vs. subsequent WEC price moves, Franklin, Parlapiano, Turner & Welch, LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on WEC relative to SPY over the holding period was -1.0%.

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