Ironwood Investment Counsel, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1330463
SCOTTSDALE, AZ
Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$309,907
+$2,654 QoQ
Shares Held
2,654
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#926
of 1,386 holders
Holding Since
Sep 2023
12 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, 2026Ironwood Investment Counsel, LLC holds $10,350,736 across 9 Utilities - Regulated Electric names. WEC ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
100,289 | $4,880,062 | |
| 2 | ES |
Eversource Energy
|
27,034 | $1,953,747 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
10,643 | $1,138,801 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,210 | $575,970 | |
| 5 | AEE |
Ameren Corp
|
4,624 | $522,696 | |
| 6 | NEE |
Nextera Energy Inc
|
5,382 | $472,378 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
2,654 | $309,907 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,114 | $252,732 |
All Filings in WEC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,907 | 2,654 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $307,253 | 2,654 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $279,890 | 2,654 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $304,121 | 2,654 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $276,546 | 2,654 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $292,720 | 2,686 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $249,582 | 2,654 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $258,243 | 2,685 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $208,232 | 2,654 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $221,724 | 2,700 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $227,259 | 2,700 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $217,485 | 2,700 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||