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WEC Energy Group Inc

WEC

WEC Energy Group Inc

WEC Energy Group Inc historical holders

total: 2

Mairs & Power Growth Fund WEC Energy Group Inc transactions over time

Total transactions:
5
New positions:
1
Added:
3
Reduced:
1
Held since:
2024 Q4
Held for:
6 quarters
Latest activity:
2026 Q1
Mairs & Power Growth Fund has been an institutional investor in WEC Energy Group Inc (WEC) since 2024 Q4. According to 2026 Q1 report, Mairs & Power Growth Fund holds 1,213,686 shares with a market value of roughly $140.51M representing 2.80% of their equity portfolio. The fund/company first acquired WEC in 2024 Q4, initially purchasing 655,000 shares. Since the initial investment, Mairs & Power Growth Fund has made 4 more transactions in this position.

Does Mairs & Power Growth Fund still hold WEC?

Yes, Mairs & Power Growth Fund continues to hold WEC Energy Group Inc (WEC). According to their 2026 Q1 report, they maintain a position of 1,213,686 shares valued at approximately $140.51M, representing 2.80% of their equity portfolio.

When did Mairs & Power Growth Fund first invest in WEC?

Mairs & Power Growth Fund first invested in WEC Energy Group Inc (WEC) in 2024 Q4 at the reported quarter-end price of $94.04 per share, acquiring 655,000 shares in their initial purchase.

What is Mairs & Power Growth Fund's average cost basis for WEC?

Based on historical transaction data, Mairs & Power Growth Fund's estimated cost basis for WEC Energy Group Inc (WEC) is approximately $101.66 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$101.66
Weighted AVG sell price:
$115.77

WEC transactions history by Mairs & Power Growth Fund

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
2.80%
1,213,686
$115.77
$140,508,428
-2.94% (-36,814)
-0.08%
2025 Q4
2.38%
1,250,500
$105.46
$131,877,730
+1.63% (+20,000)
+0.04%
2025 Q3
2.48%
1,230,500
$114.59
$141,002,995
+11.31% (+125,000)
+0.25%
2025 Q1
2.35%
1,105,500
$108.98
$120,477,390
+68.78% (+450,500)
+0.96%
2024 Q4
1.12%
655,000
$94.04
$61,596,200
new
+1.12%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.