Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$204,347
+$1,750 QoQ
Shares Held
1,750
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,079
of 1,383 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, 2026MONETARY MANAGEMENT GROUP INC holds $5,607,322 across 12 Utilities - Regulated Electric names. WEC ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,100 | $1,149,787 | |
| 2 | ED |
Consolidated Edison Inc
|
8,850 | $979,075 | |
| 3 | SO |
Southern Co
|
9,407 | $900,343 | |
| 4 | DUK |
Duke Energy CORP
|
5,733 | $725,683 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,320 | $591,019 | |
| 6 | D |
Dominion Energy, Inc
|
5,779 | $394,647 | |
| 7 | EXC |
Exelon Corp
|
4,600 | $214,452 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
1,750 | $204,347 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,347 | 1,750 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $202,597 | 1,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $184,555 | 1,750 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $200,532 | 1,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $239,660 | 2,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $250,654 | 2,300 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $220,994 | 2,350 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $226,023 | 2,350 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $184,381 | 2,350 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $192,982 | 2,350 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $197,799 | 2,350 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $189,292 | 2,350 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $207,364 | 2,350 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $222,756 | 2,350 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $220,336 | 2,350 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $210,160 | 2,350 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $236,504 | 2,350 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $234,553 | 2,350 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $228,114 | 2,350 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $207,270 | 2,350 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $182,347 | 2,050 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $191,859 | 2,050 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $188,661 | 2,050 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $198,645 | 2,050 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $179,682 | 2,050 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $180,666 | 2,050 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||