WEC β€” WEC ENERGY GROUP INC

Ownership history in Verity & Verity, LLC  Β·  6 quarters on record

AI Ownership Summary

Verity & Verity, LLC reported WEC ENERGY GROUP INC (WEC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.19% in 2026 Q1. The latest visible filing shows WEC at 1.19% 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 Verity & Verity, 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
2026 Q1

WEC was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Verity & Verity, LLC held WEC β€” position size vs. price
% of Fund (quarterly)    WEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 138,324 +4,822 +3.6% 1.19% $16.0M 2026-04-15 $114.85
2025 Q4 ADDED 133,502 +4,762 +3.7% 1.09% $14.1M 2026-02-10 $111.98
2025 Q3 ADDED 128,740 +3,811 +3.1% 1.18% $14.8M 2025-10-21 $114.68
2025 Q2 ADDED 124,929 +11,033 +9.7% 1.12% $13.0M 2025-08-12 $106.77
2025 Q1 ADDED 113,896 +4,669 +4.3% 1.09% $12.4M 2025-04-16 $103.85
2024 Q4 INITIATED 109,227 β€” β€” 0.94% $10.3M 2025-01-15 $91.65

FAQ About Verity & Verity, 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 Verity & Verity, LLC reported owning WEC?

Verity & Verity, LLC reported WEC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WEC position in Verity & Verity, LLC's portfolio?

The largest reported portfolio weight for WEC was 1.19% in 2026 Q1.

What is the latest reported WEC position on this page?

The most recent filing on this page is 2026 Q1, when Verity & Verity, LLC reported 138,324 shares, equal to 1.19% of portfolio, with an estimated market value of $16.0M.

What does the chart on this WEC ownership page compare?

The chart compares Verity & Verity, 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.

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