Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in WEC — Wec Energy Group, Inc.
CIK 1510434
Seattle, WA
Position in WEC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,289,311
+$34,880 QoQ
Shares Held
36,733
-0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#310
of 1,386 holders
Holding Since
Mar 2020
15 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $30,077,553 across 24 Utilities - Regulated Electric names. WEC ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
43,722 | $5,021,908 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
36,733 | $4,289,311 | |
| 3 | DUK |
Duke Energy CORP
|
29,120 | $3,686,009 | |
| 4 | NEE |
Nextera Energy Inc
|
31,565 | $2,770,459 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,191 | $1,941,469 | |
| 6 | ED |
Consolidated Edison Inc
|
16,604 | $1,836,900 | |
| 7 | AEE |
Ameren Corp
|
10,946 | $1,237,334 | |
| 8 | ES |
Eversource Energy
|
12,703 | $918,045 |
All Filings in WEC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,289,311 | 36,733 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $4,254,431 | 36,749 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $3,793,817 | 35,974 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,996,555 | 34,877 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,698,683 | 35,496 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,039,779 | 37,069 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,334,188 | 35,455 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,634,161 | 37,785 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,965,474 | 37,796 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,099,373 | 37,742 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,222,785 | 38,289 | Shares | Sole | 2024-02-06 | |
| 2020-12-31 | $228,050 | 2,478 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $240,118 | 2,478 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $217,196 | 2,478 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $228,256 | 2,590 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||