DOSSIER · 13F Holders · Q3 2026

Wisconsin Energy

6 institutions still hold Wisconsin Energy as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 976657106·6 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$29M
visible holders
Holders
6
filers reporting
Concentration
96.27%
Tandem Investment Advisors, Inc. #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported Wisconsin Energy in Q3 2026. Tandem Investment Advisors, Inc. leads at 96.3% 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
$28M275K1.99%Q3 2026
02
Kentucky Retirement Systems
CIK 0001537783
$773K19K0.06%Q1 2026
03
Opus Capital Group, LLC
CIK 0001330325
$213K2K0.02%Q3 2026
04
Asset Planning,Inc
CIK 0002048547
$56K5580.04%Q3 2026
05
West Oak Capital, LLC
CIK 0001387399
$31K27K1.23%Q3 2025
06
HUNTINGTON NATIONAL BANK
CIK 0000049205
$4610.00%Q2 2026