SEC 13F Intelligence

Mitchell & Pahl Private Wealth, LLC / WEC

Mitchell & Pahl Private Wealth, LLC’s Wec Energy Group Inc Position

Does Mitchell & Pahl Private Wealth, LLC own Wec Energy Group Inc (WEC)? Yes — 27.1K shares worth $3M (+1.27% of its 13F portfolio) as of Q1 2026, up from 26.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
27.1K
% of Portfolio
+1.27%
Quarters Held
22
currently held

Position History WEC

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.1K$3M+1.27%
Q4 202526.8K$3M+1.17%
Q3 202526.8K$3M+1.29%
Q2 202526.8K$3M+1.23%
Q1 202526.4K$3M+1.34%
Q4 202426.6K$3M+1.17%
Q3 202425.8K$2M+1.15%
Q2 202424.9K$2M+1.03%
Q1 202424.8K$2M+1.07%
Q4 202323.6K$2M+1.13%
Q3 202324.2K$2M+1.16%
Q2 202322.7K$2M+1.21%
Q1 202322.0K$2M+1.31%
Q4 202221.3K$2M+1.31%
Q3 202220.8K$2M+1.37%
Q2 202220.5K$2M+1.43%
Q1 202219.8K$2M+1.26%
Q4 202118.8K$2M+1.17%
Q3 202118.4K$2M+1.17%
Q2 202118.2K$2M+1.16%
Q1 202117.9K$2M+1.30%
Q4 202016.8K$2M+1.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mitchell & Pahl Private Wealth, LLC’s full portfolio or all institutional holders of WEC.