DOSSIER · 13F Holders · Q2 2026

Wisconsin Energy

5 institutions still hold Wisconsin Energy as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 976657106·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$21M
visible holders
Holders
5
filers reporting
Concentration
95.92%
Tandem Investment Advisors, Inc. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported Wisconsin Energy in Q2 2026. Tandem Investment Advisors, Inc. leads at 95.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Tandem Investment Advisors, Inc.
CIK 0001694284
$20M175K1.37%Q2 2026
02
Kentucky Retirement Systems
CIK 0001537783
$773K19K0.06%Q1 2026
03
Asset Planning,Inc
CIK 0002048547
$65K5580.04%Q2 2026
04
West Oak Capital, LLC
CIK 0001387399
$31K27K1.23%Q3 2025
05
HUNTINGTON NATIONAL BANK
CIK 0000049205
$4610.00%Q2 2026