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Disclosery

Carnegie Investment Counsel: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carnegie Investment Counsel on WEC, newest first. How the timeline and the estimate are built.

Carnegie Investment Counsel held 8,301 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,301 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $969,308.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,301 shares
    Change vs previous 13F +331 shares

    0.02% of the 13F portfolio, value $961,007.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,970 shares
    Change vs previous 13F -809 shares

    0.02% of the 13F portfolio, value $840,516.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,779 shares
    Change vs previous 13F +376 shares

    0.02% of the 13F portfolio, value $1,005,986.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,403 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $875,593.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,403 shares
    Change vs previous 13F +233 shares

    0.02% of the 13F portfolio, value $867,274.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,170 shares
    Change vs previous 13F -62 shares

    0.02% of the 13F portfolio, value $768,307.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,232 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $791,754.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).