Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$276,393
-$3,190 QoQ
Shares Held
2,367
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#964
of 1,386 holders
Holding Since
Sep 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 Jun 30, 2026FIRST FOUNDATION ADVISORS holds $7,505,366 across 7 Utilities - Regulated Electric names. WEC ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
61,644 | $5,410,493 | |
| 2 | SO |
Southern Co
|
6,365 | $609,194 | |
| 3 | EXC |
Exelon Corp
|
10,108 | $471,234 | |
| 4 | DUK |
Duke Energy CORP
|
2,790 | $353,157 | |
| 5 | FE |
Firstenergy Corp
|
6,607 | $314,095 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
2,367 | $276,393 | |
| 7 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,000 | $70,800 |
All Filings in WEC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,393 | 2,367 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $279,583 | 2,415 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $258,692 | 2,453 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $309,162 | 2,698 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $281,547 | 2,702 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $359,524 | 3,299 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $332,994 | 3,541 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $344,516 | 3,582 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $280,885 | 3,580 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $276,744 | 3,370 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $291,985 | 3,469 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $318,575 | 3,955 | Shares | Defined | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||