Position in WEC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,514,032
+$202,462 QoQ
Shares Held
64,349
+1.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#236
of 1,380 holders
Holding Since
Mar 2020
25 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, 2026ALBION FINANCIAL GROUP /UT holds $24,463,174 across 13 Utilities - Regulated Electric names. WEC ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
64,349 | $7,514,032 | |
| 2 | SO |
Southern Co
|
76,979 | $7,367,660 | |
| 3 | ED |
Consolidated Edison Inc
|
43,825 | $4,848,359 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,215 | $1,397,514 | |
| 5 | EVRG |
Evergy, Inc.
|
13,683 | $1,182,621 | |
| 6 | DUK |
Duke Energy CORP
|
8,048 | $1,018,715 | |
| 7 | NEE |
Nextera Energy Inc
|
11,595 | $1,017,693 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
762 | $61,843 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,514,032 | 64,349 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $7,311,570 | 63,156 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,704,197 | 63,571 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,337,541 | 64,033 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,539,592 | 62,760 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,751,419 | 61,951 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,304,138 | 56,403 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,417,723 | 56,329 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,267,360 | 54,389 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,243,879 | 51,679 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,258,328 | 50,592 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,089,362 | 50,768 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,714,374 | 42,094 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,032,271 | 42,539 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,133,409 | 44,085 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,981,781 | 44,524 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,459,157 | 44,308 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,230,147 | 42,382 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,445,514 | 45,797 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,038,060 | 45,783 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,013,246 | 45,118 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $3,779,764 | 41,071 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $3,978,810 | 41,061 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,551,402 | 40,518 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,560,275 | 40,398 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||