WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in GNE — Genie Energy Ltd.
CIK 1632972
PLYMOUTH, MN
Position in GNE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$256,545
+$18,555 QoQ
Shares Held
17,754
+5.5% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 109 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GNE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. GNE ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in GNE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,545 | 17,754 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $237,990 | 16,831 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $218,771 | 15,876 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $159,920 | 10,697 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||