Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$28,353,857
-$1,072,098 QoQ
Shares Held
242,818
-4.5% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#116
of 1,386 holders
Holding Since
Mar 2020
25 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, 2026HighTower Advisors, LLC holds $988,609,128 across 33 Utilities - Regulated Electric names. WEC ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,353,857 | 242,818 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $29,425,955 | 254,176 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $25,831,266 | 244,939 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $28,021,724 | 244,539 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $25,595,688 | 245,640 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,655,199 | 235,412 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,713,695 | 113,927 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,667,725 | 100,517 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,976,977 | 88,924 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,986,769 | 85,080 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,433,726 | 88,318 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,771,222 | 96,477 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,123,286 | 92,059 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,366,165 | 88,260 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,210,375 | 87,568 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,680,421 | 74,700 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,265,704 | 72,195 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,825,314 | 48,345 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,552,097 | 46,895 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,556,135 | 40,319 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,664,740 | 41,200 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,778,134 | 40,369 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $5,731,247 | 59,146 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,976,417 | 45,367 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,777,879 | 54,214 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||