Cambria Investment Management, L.P.
Position in WEC — Wec Energy Group, Inc.
CIK 1529389
Manhattan Beach, CA
Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,615
+$3,985 QoQ
Shares Held
2,249
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#980
of 1,386 holders
Holding Since
Sep 2025
4 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, 2026Cambria Investment Management, L.P. holds $4,982,483 across 7 Utilities - Regulated Electric names. WEC ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
14,539 | $1,989,080 | |
| 2 | NEE |
Nextera Energy Inc
|
12,550 | $1,101,513 | |
| 3 | SO |
Southern Co
|
4,921 | $470,988 | |
| 4 | DUK |
Duke Energy CORP
|
3,399 | $430,245 | |
| 5 | ETR |
Entergy Corp /De/
|
3,199 | $367,437 | |
| 6 | EXC |
Exelon Corp
|
7,735 | $360,605 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
2,249 | $262,615 |
All Filings in WEC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,615 | 2,249 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $258,630 | 2,234 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $252,576 | 2,395 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $235,024 | 2,051 | Shares | Other | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||