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Disclosery

Ellenbecker Investment Group: WEC position timeline

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

Ellenbecker Investment Group held 22,262 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,262 shares
    Change vs previous 13F +770 shares

    0.3% of the 13F portfolio, value $2,599,588.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 21,492 shares
    Change vs previous 13F +168 shares

    0.33% of the 13F portfolio, value $2,488,190.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 21,324 shares
    Change vs previous 13F +1,207 shares

    0.31% of the 13F portfolio, value $2,248,884.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 20,117 shares
    Change vs previous 13F +95 shares

    0.34% of the 13F portfolio, value $2,305,231.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 20,022 shares
    Change vs previous 13F +1,235 shares

    0.34% of the 13F portfolio, value $2,086,350.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 18,787 shares
    Change vs previous 13F +76 shares

    0.37% of the 13F portfolio, value $2,047,450.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 18,711 shares
    Change vs previous 13F -9 shares

    0.31% of the 13F portfolio, value $1,759,629.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 18,720 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,800,552.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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