Robert Bruce's WEC Position Overview
Robert Bruce (via Bruce & Co., Inc.) currently holds 3,945 shares of WEC Energy Group, Inc. (WEC) worth $452,058, representing 0.14% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, Robert Bruce has maintained this position in WEC for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q4 2024, reducing 564 shares.
Analysis based on 13F filings available since 2013 Q2
Robert Bruce's WEC Energy Group (WEC) Holding Value Over Time
Track share changes against reported price movement
Quarterly WEC Energy Group (WEC) Trades by Robert Bruce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2024 | +4,509 | New Buy | 4,509 | $78.46 |
| Q4 2024 | -564 | Reduce 12.51% | 3,945 | $94.04 |
Robert Bruce's WEC Energy Group Investment FAQs
Robert Bruce first purchased WEC Energy Group, Inc. (WEC) in Q2 2024, acquiring 4,509 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce has held WEC Energy Group, Inc. (WEC) for 6 quarters since Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's largest addition to WEC Energy Group, Inc. (WEC) was in Q2 2024, adding 4,509 shares worth $353,776. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Robert Bruce's firm, Bruce & Co., Inc., owns 3,945 shares of WEC Energy Group, Inc. (WEC), valued at approximately $452,058. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, WEC Energy Group, Inc. (WEC) represents approximately 0.14% of Robert Bruce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's peak holding in WEC Energy Group, Inc. (WEC) was 4,509 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.