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Disclosery

MAI Capital Management: WEC position timeline

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

MAI Capital Management held 10,184 WEC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,184 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $1,189,264.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 10,162 shares
    Change vs previous 13F +1,614 shares

    0.01% of the 13F portfolio, value $1,176,458.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 8,548 shares
    Change vs previous 13F +1,629 shares

    0.01% of the 13F portfolio, value $901,491.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 6,919 shares
    Change vs previous 13F +947 shares

    <0.01% of the 13F portfolio, value $792,849.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 5,972 shares
    Change vs previous 13F +279 shares

    <0.01% of the 13F portfolio, value $622,283.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 5,693 shares
    Change vs previous 13F +140 shares

    <0.01% of the 13F portfolio, value $620,424.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 5,553 shares
    Change vs previous 13F -2,171 shares

    <0.01% of the 13F portfolio, value $522,205.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 7,724 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $742,910.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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