NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in WEC — Wec Energy Group, Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,703,090
+$136,028 QoQ
Shares Held
14,585
+7.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#469
of 1,383 holders
Holding Since
Mar 2020
23 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $17,568,328 across 11 Utilities - Regulated Electric names. WEC ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
50,755 | $4,454,766 | |
| 2 | AEP |
American Electric Power Co Inc
|
30,067 | $4,113,466 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
32,552 | $3,483,064 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
14,585 | $1,703,090 | |
| 5 | SO |
Southern Co
|
13,080 | $1,251,886 | |
| 6 | DUK |
Duke Energy CORP
|
6,478 | $819,985 | |
| 7 | D |
Dominion Energy, Inc
|
8,396 | $573,362 | |
| 8 | LNT |
Alliant Energy Corp
|
5,881 | $448,661 |
All Filings in WEC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,703,090 | 14,585 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,567,062 | 13,536 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,471,694 | 13,955 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,604,260 | 14,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,454,215 | 13,956 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,552,311 | 14,244 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,626,515 | 17,296 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,654,103 | 17,198 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,258,341 | 16,038 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,269,082 | 15,454 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,334,347 | 15,853 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,433,709 | 17,799 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,607,115 | 18,213 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,807,455 | 19,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,707,744 | 18,214 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $395,548 | 4,423 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $445,130 | 4,423 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $441,459 | 4,423 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $210,933 | 2,173 | Shares | Sole | 2022-02-10 | |
| 2020-12-31 | $516,104 | 5,608 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $543,415 | 5,608 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $500,306 | 5,708 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $499,080 | 5,663 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||