Transamerica Financial Advisors, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in WEC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$204,697
-$1,489 QoQ
Shares Held
1,753
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,075
of 1,380 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $17,072,138 across 30 Utilities - Regulated Electric names. WEC ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
102,252 | $7,612,661 | |
| 2 | ETR |
Entergy Corp /De/
|
63,558 | $7,300,271 | |
| 3 | NGG |
National Grid PLC
|
4,755 | $394,046 | |
| 4 | DUK |
Duke Energy CORP
|
2,156 | $272,906 | |
| 5 | NEE |
Nextera Energy Inc
|
2,938 | $257,868 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,678 | $229,567 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
1,753 | $204,697 | |
| 8 | SO |
Southern Co
|
1,884 | $180,317 |
All Filings in WEC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,697 | 1,753 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $206,186 | 1,781 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $112,525 | 1,067 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $116,194 | 1,014 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $1 | 1 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 1 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 4 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $89 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $100 | 1 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $438 | 5 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||