Position in WEC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$661,735
-$223,210 QoQ
Shares Held
5,667
-25.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#671
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $10,133,480 across 9 Utilities - Regulated Electric names. WEC ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,431 | $3,199,681 | |
| 2 | LNT |
Alliant Energy Corp
|
28,389 | $2,165,796 | |
| 3 | NEE |
Nextera Energy Inc
|
18,988 | $1,666,576 | |
| 4 | DUK |
Duke Energy CORP
|
6,521 | $825,428 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
5,667 | $661,735 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,031 | $551,481 | |
| 7 | ED |
Consolidated Edison Inc
|
4,890 | $540,980 | |
| 8 | XEL |
Xcel Energy Inc
|
3,276 | $263,062 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,735 | 5,667 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $884,945 | 7,644 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $803,183 | 7,616 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $864,352 | 7,543 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $667,088 | 6,402 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $699,978 | 6,423 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $598,564 | 6,365 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $883,028 | 9,181 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $733,444 | 9,348 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $745,567 | 9,079 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $764,179 | 9,079 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $697,804 | 8,663 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $767,158 | 8,694 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,054,443 | 11,124 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $813,930 | 8,681 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $551,961 | 6,172 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $757,617 | 7,528 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $769,535 | 7,710 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,122,338 | 21,864 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,384,134 | 27,031 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,422,909 | 27,239 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $561,259 | 5,997 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $534,878 | 5,812 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $563,182 | 5,812 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $509,421 | 5,812 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $512,211 | 5,812 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||