Marble Harbor Investment Counsel, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1387130
BOSTON, MA
Position in WEC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$510,051
+$4,368 QoQ
Shares Held
4,368
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#746
of 1,383 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, 2026Marble Harbor Investment Counsel, LLC holds $4,716,957 across 6 Utilities - Regulated Electric names. WEC ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,654 | $1,549,491 | |
| 2 | DUK |
Duke Energy CORP
|
11,958 | $1,513,643 | |
| 3 | SO |
Southern Co
|
6,332 | $606,035 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
4,368 | $510,051 | |
| 5 | LNT |
Alliant Energy Corp
|
4,000 | $305,160 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,700 | $232,577 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,051 | 4,368 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $505,683 | 4,368 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $419,941 | 3,982 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $456,297 | 3,982 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $414,924 | 3,982 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $433,958 | 3,982 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $727,117 | 7,732 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $743,663 | 7,732 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $606,652 | 7,732 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $634,951 | 7,732 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $650,802 | 7,732 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $622,812 | 7,732 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $682,271 | 7,732 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $732,916 | 7,732 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $724,952 | 7,732 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $557,327 | 6,232 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $607,060 | 6,032 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $573,907 | 5,750 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $558,152 | 5,750 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $507,150 | 5,750 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $511,462 | 5,750 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $678,527 | 7,250 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $667,217 | 7,250 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $702,525 | 7,250 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $657,375 | 7,500 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $660,975 | 7,500 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||