Position in WEC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,036,873
-$74,719 QoQ
Shares Held
43,135
-2.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#283
of 1,380 holders
Holding Since
Mar 2020
26 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, 2026MOTCO holds $26,691,258 across 24 Utilities - Regulated Electric names. WEC ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
121,194 | $10,637,197 | |
| 2 | AEP |
American Electric Power Co Inc
|
43,232 | $5,914,569 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
43,135 | $5,036,873 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
46,511 | $3,774,832 | |
| 5 | SO |
Southern Co
|
5,542 | $530,424 | |
| 6 | D |
Dominion Energy, Inc
|
3,299 | $225,288 | |
| 7 | XEL |
Xcel Energy Inc
|
2,278 | $182,923 | |
| 8 | ETR |
Entergy Corp /De/
|
1,070 | $122,900 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,036,873 | 43,135 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,111,592 | 44,153 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,660,804 | 44,195 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,216,250 | 45,521 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,824,668 | 46,302 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,206,301 | 47,773 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,095,745 | 54,187 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,276,915 | 54,865 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,744,397 | 60,469 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,973,186 | 60,560 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,033,618 | 59,803 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $111,642 | 1,386 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $150,978 | 1,711 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $172,233 | 1,817 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $200,927 | 2,143 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,069,243 | 45,502 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,545,706 | 45,168 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,511,811 | 45,204 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,331,845 | 44,626 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,936,101 | 44,627 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,771,835 | 42,404 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,930,873 | 42,001 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $190,318 | 2,068 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $364,440 | 3,761 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $151,459 | 1,728 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $152,288 | 1,728 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||