Triangle Securities Wealth Management
Broker-DealerPosition in WEC — Wec Energy Group, Inc.
CIK 1541353
RALEIGH, NC
Position in WEC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$903,683
+$8,318 QoQ
Shares Held
7,739
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#598
of 1,383 holders
Holding Since
Mar 2024
10 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, 2026Triangle Securities Wealth Management holds $8,375,135 across 4 Utilities - Regulated Electric names. WEC ranks #3 (10.8% of the industry book) .
All Filings in WEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,683 | 7,739 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $895,365 | 7,734 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $815,733 | 7,735 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $891,624 | 7,781 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $810,363 | 7,777 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $852,441 | 7,822 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $692,416 | 7,363 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $728,274 | 7,572 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $596,139 | 7,598 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $476,542 | 5,803 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||