Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,772,856
+$25,476 QoQ
Shares Held
40,874
-0.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#295
of 1,383 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, 2026KLCM Advisors, Inc. holds $10,367,845 across 11 Utilities - Regulated Electric names. WEC ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
40,874 | $4,772,856 | |
| 2 | LNT |
Alliant Energy Corp
|
15,936 | $1,215,757 | |
| 3 | MGEE |
Mge Energy Inc
|
12,225 | $996,826 | |
| 4 | XEL |
Xcel Energy Inc
|
10,950 | $879,285 | |
| 5 | DUK |
Duke Energy CORP
|
6,927 | $876,819 | |
| 6 | EXC |
Exelon Corp
|
7,476 | $348,531 | |
| 7 | SO |
Southern Co
|
3,087 | $295,456 | |
| 8 | DTE |
Dte Energy Co
|
1,722 | $262,381 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,772,856 | 40,874 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,747,380 | 41,007 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,449,779 | 42,194 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,759,266 | 41,533 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,148,306 | 39,811 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,139,714 | 37,986 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,560,542 | 37,862 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,423,527 | 35,595 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,918,712 | 37,200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,951,557 | 35,942 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,889,640 | 34,331 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,707,204 | 33,609 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,959,393 | 33,538 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,142,857 | 33,156 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,036,274 | 43,049 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,825,451 | 31,594 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,300,488 | 32,795 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,032,627 | 30,384 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,952,286 | 30,414 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,243,278 | 25,434 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,262,354 | 25,434 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,380,368 | 25,434 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,340,691 | 25,434 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,464,554 | 25,434 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,229,290 | 25,434 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,241,498 | 25,434 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||