Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,716,477
+$126,363 QoQ
Shares Held
160,285
-0.2% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#151
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NICOLET BANKSHARES INC holds $34,145,243 across 12 Utilities - Regulated Electric names. WEC ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
160,285 | $18,716,477 | |
| 2 | NEE |
Nextera Energy Inc
|
49,025 | $4,302,923 | |
| 3 | LNT |
Alliant Energy Corp
|
53,715 | $4,097,917 | |
| 4 | DUK |
Duke Energy CORP
|
12,407 | $1,570,477 | |
| 5 | EVRG |
Evergy, Inc.
|
13,068 | $1,129,466 | |
| 6 | SO |
Southern Co
|
9,315 | $891,538 | |
| 7 | XEL |
Xcel Energy Inc
|
10,804 | $867,561 | |
| 8 | D |
Dominion Energy, Inc
|
11,064 | $755,559 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,716,477 | 160,285 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,590,114 | 160,578 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,758,440 | 16,674 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,216,628 | 19,344 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,018,354 | 19,370 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,112,686 | 19,386 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,786,854 | 19,001 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,100,475 | 21,839 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,713,487 | 21,839 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,803,108 | 21,957 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,848,120 | 21,957 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,859,335 | 23,083 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,052,991 | 23,266 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,232,209 | 23,549 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,178,138 | 23,231 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,189,961 | 24,488 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,635,057 | 26,183 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,594,261 | 25,992 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,496,252 | 25,716 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,323,276 | 26,341 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,338,139 | 26,286 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,471,899 | 26,412 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,437,138 | 26,482 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,566,105 | 26,482 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,069,065 | 23,606 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $2,302,748 | 26,129 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||