Position in WEC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$969,307
+$8,301 QoQ
Shares Held
8,301
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#584
of 1,386 holders
Holding Since
Mar 2020
24 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, 2026Carnegie Investment Counsel holds $120,056,382 across 14 Utilities - Regulated Electric names. WEC ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
649,377 | $49,540,971 | |
| 2 | NEE |
Nextera Energy Inc
|
406,002 | $35,634,795 | |
| 3 | SO |
Southern Co
|
207,587 | $19,868,151 | |
| 4 | AEP |
American Electric Power Co Inc
|
51,553 | $7,052,965 | |
| 5 | DTE |
Dte Energy Co
|
11,995 | $1,827,678 | |
| 6 | DUK |
Duke Energy CORP
|
12,422 | $1,572,376 | |
| 7 | ETR |
Entergy Corp /De/
|
9,102 | $1,045,455 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
8,301 | $969,307 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,307 | 8,301 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $961,006 | 8,301 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $840,516 | 7,970 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,005,985 | 8,779 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $875,592 | 8,403 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $915,758 | 8,403 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $768,306 | 8,170 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $791,753 | 8,232 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $554,712 | 7,070 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $204,869 | 2,434 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $214,776 | 2,434 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $230,718 | 2,434 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $228,211 | 2,434 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $217,672 | 2,434 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $244,957 | 2,434 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $242,937 | 2,434 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $236,268 | 2,434 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $662,734 | 7,514 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $674,418 | 7,582 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $697,900 | 7,457 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $686,267 | 7,457 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $722,583 | 7,457 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $754,228 | 8,605 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $758,358 | 8,605 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||