WEC WEC ENERGY GROUP INC COM

Ownership history in LANDAAS & CO /WI /ADV  ·  34 quarters on record

AI Ownership Summary

LANDAAS & CO /WI /ADV reported WEC ENERGY GROUP INC COM (WEC) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.39% in 2023 Q4. The latest visible filing shows WEC at 0.30% 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 LANDAAS & CO /WI /ADV'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
2025 Q4

WEC was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% 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 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.

How LANDAAS & CO /WI /ADV 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,808 +1 +0.0% 0.30% $1.4M 2026-02-14 (Est.) $115.79
2025 Q3 UNCHANGED 12,807 0% 0.33% $1.5M 2025-11-04 $110.05
2025 Q2 ADDED 12,807 +1 +0.0% 0.32% $1.3M 2025-08-11 $107.01
2025 Q1 ADDED 12,806 +1 +0.0% 0.39% $1.4M 2025-05-02 $105.07
2024 Q4 ADDED 12,805 +1 +0.0% 0.33% $1.2M 2025-02-27 $102.15
2024 Q3 ADDED 12,804 +430 +3.5% 0.34% $1.2M 2024-11-12 $93.03
2024 Q2 REDUCED 12,374 -57 -0.5% 0.30% $971K 2024-08-13 $84.24
2024 Q1 UNCHANGED 12,431 0% 0.33% $1.0M 2024-05-09 $79.82
2023 Q4 UNCHANGED 12,431 0% 0.39% $1.0M 2024-02-12 $72.32
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LANDAAS & CO /WI /ADV and WEC

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

How long has LANDAAS & CO /WI /ADV reported owning WEC?

LANDAAS & CO /WI /ADV reported WEC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WEC position in LANDAAS & CO /WI /ADV's portfolio?

The largest reported portfolio weight for WEC was 0.39% in 2023 Q4.

What is the latest reported WEC position on this page?

The most recent filing on this page is 2025 Q4, when LANDAAS & CO /WI /ADV reported 12,808 shares, equal to 0.30% of portfolio, with an estimated market value of $1.4M.

What does the chart on this WEC ownership page compare?

The chart compares LANDAAS & CO /WI /ADV'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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