WEC — WEC ENERGY GROUP INC

Ownership history in NICOLET ADVISORY SERVICES, LLC  ·  28 quarters on record

AI Ownership Summary

NICOLET ADVISORY SERVICES, LLC reported WEC ENERGY GROUP INC (WEC) in 28 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.35% in 2025 Q1. The latest visible filing shows WEC at 0.98% 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 NICOLET ADVISORY SERVICES, LLC'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 Q4

WEC was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% 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
2023 Q3 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.

WEC stock page NICOLET ADVISORY SERVICES, LLC fund profile NICOLET ADVISORY SERVICES, LLC full holdings
How NICOLET ADVISORY SERVICES, LLC held WEC — position size vs. price
% of Fund (quarterly)    WEC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 138,208 +3,692 +2.7% 0.98% $14.5M 2026-02-14 (Est.) $115.79
2025 Q3 ADDED 134,516 +1,975 +1.5% 1.21% $15.5M 2025-11-13 $109.92
2025 Q2 ADDED 132,541 +4,015 +3.1% 1.24% $14.6M 2025-08-13 $107.27
2025 Q1 ADDED 128,526 +4,966 +4.0% 1.35% $13.6M 2025-05-08 $104.43
2024 Q4 ADDED 123,560 +6,565 +5.6% 1.06% $11.5M 2025-02-12 $98.23
2024 Q3 ADDED 116,995 +956 +0.8% 1.06% $11.3M 2024-11-12 $93.03
2024 Q2 ADDED 116,039 +2,521 +2.2% 0.87% $9.1M 2024-08-14 $85.23
2024 Q1 REDUCED 113,518 -6,573 -5.5% 0.94% $9.3M 2024-05-10 $79.68
2023 Q4 REDUCED 120,091 -8,301 -6.5% 1.11% $10.4M 2024-02-13 $71.31
2023 Q3 ADDED 128,392 +8,719 +7.3% 1.13% $10.2M 2023-11-07 $74.98
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WEC

As of 2025 Q4 — sorted by position size

DECADE RENEWABLE PARTNERS LP 3Y 4.44% 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% Cincinnati Specialty Underwriters Insurance CO 3Y 7Y 2.31% Brentview Investment Management LLC 2.25% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.2%

FAQ About NICOLET ADVISORY SERVICES, 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 NICOLET ADVISORY SERVICES, LLC reported owning WEC?

NICOLET ADVISORY SERVICES, LLC reported WEC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported WEC position in NICOLET ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for WEC was 1.35% in 2025 Q1.

What is the latest reported WEC position on this page?

The most recent filing on this page is 2025 Q4, when NICOLET ADVISORY SERVICES, LLC reported 138,208 shares, equal to 0.98% of portfolio, with an estimated market value of $14.5M.

What does the chart on this WEC ownership page compare?

The chart compares NICOLET ADVISORY SERVICES, 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.

← Back to NICOLET ADVISORY SERVICES, LLC Holdings