Position in WEC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,590
-$289,771 QoQ
Shares Held
65
-97.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,301
of 1,386 holders
Holding Since
Dec 2020
20 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, 2026MCDONALD PARTNERS LLC holds $1,659,279 across 7 Utilities - Regulated Electric names. WEC ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,980 | $1,139,254 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,172 | $433,961 | |
| 3 | DTE |
Dte Energy Co
|
200 | $30,474 | |
| 4 | ETR |
Entergy Corp /De/
|
166 | $19,066 | |
| 5 | ES |
Eversource Energy
|
248 | $17,922 | |
| 6 | DUK |
Duke Energy CORP
|
87 | $11,012 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
65 | $7,590 |
All Filings in WEC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,590 | 65 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $297,361 | 2,595 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $893,306 | 8,573 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $958,697 | 8,797 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $814,104 | 8,657 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $786,944 | 8,182 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $625,483 | 7,972 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $642,096 | 7,819 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $641,459 | 7,621 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $470,975 | 5,847 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $502,615 | 5,696 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $528,738 | 5,578 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $523,743 | 5,586 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $507,515 | 5,675 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $574,251 | 5,706 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $570,014 | 5,711 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $446,027 | 5,057 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $388,533 | 4,368 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $385,871 | 4,123 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $381,924 | 4,150 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||