Position in WEC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$241,130
+$22,441 QoQ
Shares Held
2,065
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,016
of 1,386 holders
Holding Since
Mar 2026
2 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, 2026SUMMITRY LLC holds $28,340,101 across 9 Utilities - Regulated Electric names. WEC ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
290,030 | $25,455,933 | |
| 2 | SO |
Southern Co
|
7,925 | $758,501 | |
| 3 | ED |
Consolidated Edison Inc
|
5,930 | $656,035 | |
| 4 | DUK |
Duke Energy CORP
|
2,130 | $269,615 | |
| 5 | EVRG |
Evergy, Inc.
|
3,073 | $265,599 | |
| 6 | CMS |
Cms Energy Corp
|
3,303 | $252,679 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
2,065 | $241,130 | |
| 8 | ES |
Eversource Energy
|
3,311 | $239,285 |
All Filings in WEC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,130 | 2,065 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $218,689 | 1,889 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||