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Equibles

Orion Porfolio Solutions, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1360533 OMAHA, NE
Back to WEC Full portfolio

Position in WEC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,799,498
-$313,157 QoQ
Shares Held
49,666
-5.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#260
of 1,393 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority Sole 27% Shared 0% None 73%

Common Shares in WEC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. WEC ranks #8 (4.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DUK
Duke Energy CORP
 152,002 $19,240,413
2 SO
Southern Co
 187,404 $17,936,436
3 D
Dominion Energy, Inc
 217,259 $14,836,617
4 NEE
Nextera Energy Inc
 119,329 $10,473,506
5 LNT
Alliant Energy Corp
 106,740 $8,143,194
6 EVRG
Evergy, Inc.
 75,581 $6,532,465
7 AEP
American Electric Power Co Inc
 46,407 $6,348,941
8 WEC
Wec Energy Group, Inc.
This page 		49,666 $5,799,498

All Filings in WEC

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,799,498 49,666
2026-03-31 $6,112,655 52,800
2025-12-31 $6,055,829 57,423
2025-09-30 $6,465,969 56,427
2025-06-30 $5,466,123 52,458
2025-03-31 $5,586,205 51,259
2024-12-31 $4,761,151 50,629
2024-09-30 $4,629,816 48,137
2024-06-30 $3,633,953 46,316
2024-03-31 $3,674,787 44,749
2023-12-31 $2,629,891 31,245
2023-09-30 $2,912,446 36,157
2023-06-30 $3,331,412 37,754
2023-03-31 $2,955,457 31,179
2022-06-30 $205,104 2,038
2022-03-31 $243,636 2,441
2021-12-31 $248,402 2,559
2021-09-30 $204,094 2,314
2021-06-30 $205,830 2,314
2020-12-31 $1,550,889 16,852
2020-09-30 $771,324 7,960