Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$276,978
+$2,372 QoQ
Shares Held
2,372
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#962
of 1,386 holders
Holding Since
Sep 2025
4 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, 2026Baker Ellis Asset Management LLC holds $9,072,286 across 6 Utilities - Regulated Electric names. WEC ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
50,144 | $5,365,408 | |
| 2 | ETR |
Entergy Corp /De/
|
11,964 | $1,374,185 | |
| 3 | NEE |
Nextera Energy Inc
|
14,335 | $1,258,182 | |
| 4 | ES |
Eversource Energy
|
8,107 | $585,892 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
2,372 | $276,978 | |
| 6 | DTE |
Dte Energy Co
|
1,389 | $211,641 |
All Filings in WEC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,978 | 2,372 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $274,606 | 2,372 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $250,151 | 2,372 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $271,807 | 2,372 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||