Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,941,534
+$3,197 QoQ
Shares Held
16,627
-0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#439
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. WEC ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
|
7,409 | $594,942 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,941,534 | 16,627 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,938,337 | 16,743 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,848,608 | 17,529 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,185,804 | 19,075 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,048,259 | 19,657 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,179,491 | 19,999 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,910,704 | 20,318 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,951,011 | 20,285 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,588,501 | 20,246 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,760,570 | 21,439 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,987,169 | 23,609 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,116,531 | 26,276 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,323,888 | 26,336 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,562,173 | 27,030 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,543,240 | 27,125 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,505,828 | 28,020 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,899,337 | 28,809 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,948,986 | 29,546 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,018,003 | 31,091 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,806,788 | 31,823 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,843,286 | 31,965 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $2,990,855 | 31,957 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,149,542 | 34,223 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $3,385,686 | 34,940 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,174,420 | 36,217 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,316,860 | 37,636 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||