ARCADIA INVESTMENT MANAGEMENT CORP/MI
Position in WEC — Wec Energy Group, Inc.
CIK 1016972
KALAMAZOO, MI
Position in WEC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$92,847
+$8,269 QoQ
Shares Held
802
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $1,663,922 across 7 Utilities - Regulated Electric names. WEC ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,901 | $1,569,764 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
802 | $92,847 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
5 | $404 | |
| 4 | AEP |
American Electric Power Co Inc
|
3 | $393 | |
| 5 | SO |
Southern Co
|
2 | $193 | |
| 6 | EVRG |
Evergy, Inc.
|
2 | $163 | |
| 7 | XEL |
Xcel Energy Inc
|
2 | $158 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,847 | 802 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $84,578 | 802 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $91,672 | 800 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $83,360 | 800 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $87,184 | 800 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $75,232 | 800 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $76,944 | 800 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $211,842 | 2,700 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $221,724 | 2,700 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $227,259 | 2,700 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $217,485 | 2,700 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $238,248 | 2,700 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $255,933 | 2,700 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $253,152 | 2,700 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $241,461 | 2,700 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $271,728 | 2,700 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $269,487 | 2,700 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $262,089 | 2,700 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $264,600 | 3,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $266,850 | 3,000 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $309,782 | 3,310 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $323,025 | 3,510 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $374,034 | 3,860 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $338,329 | 3,860 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $340,181 | 3,860 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||