Position in WEC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,593,885
+$65,152 QoQ
Shares Held
56,469
+0.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#246
of 1,386 holders
Holding Since
Mar 2020
26 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, 20261834 INVESTMENT ADVISORS CO holds $25,075,271 across 7 Utilities - Regulated Electric names. WEC ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
96,305 | $7,169,907 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
56,469 | $6,593,885 | |
| 3 | ES |
Eversource Energy
|
86,248 | $6,233,142 | |
| 4 | POR |
Portland General Electric Co /Or/
|
44,581 | $2,310,633 | |
| 5 | SO |
Southern Co
|
10,518 | $1,006,677 | |
| 6 | AEP |
American Electric Power Co Inc
|
7,272 | $994,882 | |
| 7 | D |
Dominion Energy, Inc
|
11,219 | $766,145 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,593,885 | 56,469 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,528,733 | 56,394 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,930,121 | 56,231 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,590,185 | 57,511 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,140,401 | 58,929 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,612,688 | 60,678 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,926,516 | 73,655 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,872,525 | 81,852 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,469,497 | 82,456 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,804,980 | 70,689 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $480,779 | 5,712 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $897,649 | 11,144 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $896,077 | 10,155 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $909,130 | 9,591 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $580,186 | 6,188 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $553,392 | 6,188 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $622,760 | 6,188 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $550,252 | 5,513 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $593,388 | 6,113 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $557,247 | 6,318 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $553,091 | 6,218 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $581,942 | 6,218 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $590,648 | 6,418 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $634,501 | 6,548 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $556,402 | 6,348 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $561,211 | 6,368 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||