Manager × security

DEARBORN PARTNERS LLC WEC holdings history

Who else holds this security? →

WEC ENERGY GROUP INC · CUSIP 92939U106 · CIK 1206792

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, DEARBORN PARTNERS LLC reported 284.72K WEC (shares), valued at $33.25M, or 1.88% of its reported non-derivative portfolio. Filed 2026-08-17.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
1.88%
Shares
284.72K
284,723
Reported value
$33.25M
USD

Shares decreased 9.45%; reported value decreased 8.67%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.88%284,723SEC filing ↗Filed Aug 17, 2026Amended
Q1 20261.97%314,438SEC filing ↗Filed May 12, 2026
Q4 20251.79%339,058SEC filing ↗Filed Feb 11, 2026
Q3 20252.05%381,925SEC filing ↗Filed Nov 10, 2025
Q2 20251.89%382,369SEC filing ↗Filed Aug 14, 2025
Q1 20251.97%377,467SEC filing ↗Filed May 8, 2025
Q4 20241.80%456,569SEC filing ↗Filed Feb 7, 2025
Q3 20241.78%454,737SEC filing ↗Filed Nov 6, 2024
Q2 20241.57%464,090SEC filing ↗Filed Jul 26, 2024
Q1 20241.61%455,753SEC filing ↗Filed May 8, 2024
Q4 20231.79%582,421SEC filing ↗Filed Jan 26, 2024
Q3 20231.42%450,624SEC filing ↗Filed Nov 1, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20231.42%450,624$36.30MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 1, 2023
Q4 20231.79%582,421$49.02MShares increased 29.25%; reported value increased 35.06%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 26, 2024
Q1 20241.61%455,753$37.43MShares decreased 21.75%; reported value decreased 23.65%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 8, 2024
Q2 20241.57%464,090$36.41MShares increased 1.83%; reported value decreased 2.71%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 26, 2024
Q3 20241.78%454,737$43.74MShares decreased 2.02%; reported value increased 20.11%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 6, 2024
Q4 20241.80%456,569$42.94MShares increased 0.40%; reported value decreased 1.83%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 7, 2025
Q1 20251.97%377,467$41.14MShares decreased 17.33%; reported value decreased 4.19%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 8, 2025
Q2 20251.89%382,369$39.84MShares increased 1.30%; reported value decreased 3.14%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2025
Q3 20252.05%381,925$43.76MShares decreased 0.12%; reported value increased 9.84%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 10, 2025
Q4 20251.79%339,058$35.76MShares decreased 11.22%; reported value decreased 18.30%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 11, 2026
Q1 20261.97%314,438$36.40MShares decreased 7.26%; reported value increased 1.80%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 12, 2026
Q2 20261.88%284,723$33.25MShares decreased 9.45%; reported value decreased 8.67%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 17, 2026
DEARBORN PARTNERS LLC · WEC ENERGY GROUP INC

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1206792","quarter":"2026Q2","cusip":"92939U106"}

get_institutional_manager_history
{"cik":"1206792","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.