Cambridge Investment Research Advisors, Inc.
Position in WEC — Wec Energy Group, Inc.
CIK 1419186
FAIRFIELD, IA
Position in WEC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,693,796
-$176,775 QoQ
Shares Held
91,580
-2.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#202
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $297,515,289 across 30 Utilities - Regulated Electric names. WEC ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
635,600 | $55,786,612 | |
| 2 | DUK |
Duke Energy CORP
|
362,207 | $45,848,162 | |
| 3 | SO |
Southern Co
|
477,447 | $45,696,452 | |
| 4 | AEP |
American Electric Power Co Inc
|
187,617 | $25,667,881 | |
| 5 | D |
Dominion Energy, Inc
|
256,269 | $17,500,610 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
91,580 | $10,693,796 | |
| 7 | ETR |
Entergy Corp /De/
|
92,453 | $10,619,151 | |
| 8 | ED |
Consolidated Edison Inc
|
89,892 | $9,944,751 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,693,796 | 91,580 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,870,571 | 93,898 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,004,540 | 104,348 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,762,663 | 102,650 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,478,143 | 100,558 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,825,310 | 99,333 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,385,756 | 99,806 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,648,489 | 100,317 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,642,004 | 97,400 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,871,119 | 95,849 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,680,680 | 91,252 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,736,505 | 96,046 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,813,675 | 99,883 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $7,329,068 | 77,319 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,342,814 | 78,315 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,179,798 | 80,284 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $7,737,303 | 76,881 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $7,564,400 | 75,788 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,005,541 | 72,170 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,802,766 | 65,791 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,099,924 | 68,577 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,506,189 | 69,518 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,321,908 | 68,694 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $6,400,923 | 66,057 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,214,912 | 59,497 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,119,647 | 58,092 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||