Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,012,629
+$8,672 QoQ
Shares Held
8,672
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#575
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHELSEA COUNSEL CO holds $5,147,865 across 11 Utilities - Regulated Electric names. WEC ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
37,950 | $1,379,482 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
8,672 | $1,012,629 | |
| 3 | POR |
Portland General Electric Co /Or/
|
15,300 | $792,999 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
5,064 | $541,848 | |
| 5 | DUK |
Duke Energy CORP
|
3,801 | $481,130 | |
| 6 | NEE |
Nextera Energy Inc
|
3,240 | $284,374 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,895 | $259,254 | |
| 8 | SO |
Southern Co
|
2,614 | $250,185 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,629 | 8,672 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,003,957 | 8,672 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $914,549 | 8,672 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $993,724 | 8,672 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $903,622 | 8,672 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $945,074 | 8,672 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $815,514 | 8,672 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $834,072 | 8,672 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $680,405 | 8,672 | Shares | Sole | 2024-11-21 | |
| 2024-03-31 | $712,144 | 8,672 | Shares | Sole | 2024-06-17 | |
| 2023-12-31 | $729,922 | 8,672 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $698,529 | 8,672 | Shares | Sole | 2023-11-22 | |
| 2023-06-30 | $765,217 | 8,672 | Shares | Sole | 2023-11-22 | |
| 2023-03-31 | $822,018 | 8,672 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $813,086 | 8,672 | Shares | Sole | 2023-02-23 | |
| 2022-09-30 | $776,162 | 8,679 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $873,454 | 8,679 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $866,250 | 8,679 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $842,470 | 8,679 | Shares | Sole | 2022-05-23 | |
| 2021-09-30 | $769,897 | 8,729 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $776,444 | 8,729 | Shares | Sole | 2022-02-10 | |
| 2021-03-31 | $816,947 | 8,729 | Shares | Sole | 2022-02-10 | |
| 2020-12-31 | $819,435 | 8,904 | Shares | Sole | 2022-03-08 | |
| 2020-09-30 | $862,797 | 8,904 | Shares | Sole | 2022-05-06 | |
| 2020-06-30 | $780,435 | 8,904 | Shares | Sole | 2022-05-06 | |
| 2020-03-31 | $784,709 | 8,904 | Shares | Sole | 2020-06-12 | |
| No filing history on record for this holder in this stock. | ||||||