Cherry Tree Wealth Management, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1985414
MINNETONKA, MN
Position in WEC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$60,316
+$5,372 QoQ
Shares Held
521
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Cherry Tree Wealth Management, LLC holds $265,844 across 6 Utilities - Regulated Electric names. WEC ranks #3 (22.7% of the industry book) .
All Filings in WEC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,316 | 521 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $54,944 | 521 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $59,701 | 521 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $54,288 | 521 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $59,721 | 548 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $51,533 | 548 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $52,706 | 548 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $42,996 | 548 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $42,784 | 521 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $43,852 | 521 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $46,557 | 578 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $51,002 | 578 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||