Position in WEC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$348,091
+$2,981 QoQ
Shares Held
2,981
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#870
of 1,383 holders
Holding Since
Mar 2025
6 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, 2026GRAYBILL WEALTH MANAGEMENT, LTD. holds $1,288,453 across 2 Utilities - Regulated Electric names. WEC ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
7,429 | $940,362 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
2,981 | $348,091 |
All Filings in WEC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,091 | 2,981 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $345,110 | 2,981 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $314,376 | 2,981 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $341,592 | 2,981 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $310,620 | 2,981 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $324,869 | 2,981 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||