Wisconsin Egy Cp Hldg Co - WEC (WEC)

CUSIP: 976657106

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / WEC
Total 13F shares
27,530
Share change
+2,363
Total reported value
$343,708
Price per share
$96.06
Number of holders
5
Value change
+$227,000
Number of buys
1

Quarterly Holders Quick Answers

What is CUSIP 976657106?
CUSIP 976657106 identifies WEC - Wisconsin Egy Cp Hldg Co - WEC in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of Wisconsin Egy Cp Hldg Co - WEC (WEC) as of Q3 2024

As of 30 Sep 2024, Wisconsin Egy Cp Hldg Co - WEC (WEC) was held by 5 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 27,530 shares. The largest 5 holders included West Oak Capital, LLC, Tandem Investment Advisors, Inc., NBT BANK N A /NY, 1620 INVESTMENT ADVISORS, INC., and HUNTINGTON NATIONAL BANK. This page lists 5 institutional shareholders reporting positions in this security for the Q3 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.