Position in WEC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$14,179,497
+$1,231,781 QoQ
Shares Held
121,431
+8.6% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#168
of 1,380 holders
Holding Since
Mar 2020
26 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, 2026Annex Advisory Services, LLC holds $79,020,476 across 9 Utilities - Regulated Electric names. WEC ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
711,009 | $62,405,259 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
121,431 | $14,179,497 | |
| 3 | LNT |
Alliant Energy Corp
|
10,112 | $771,444 | |
| 4 | SO |
Southern Co
|
5,055 | $483,814 | |
| 5 | MGEE |
Mge Energy Inc
|
3,283 | $267,695 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,899 | $259,802 | |
| 7 | EIX |
Edison International
|
3,203 | $238,463 | |
| 8 | DUK |
Duke Energy CORP
|
1,656 | $209,616 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,179,497 | 121,431 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $12,947,716 | 111,840 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $12,036,782 | 114,136 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,203,605 | 106,498 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,517,226 | 110,530 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $12,028,885 | 110,377 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $10,404,961 | 110,644 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $9,989,158 | 103,859 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,620,035 | 97,120 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $11,290,021 | 137,482 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $19,069,555 | 226,560 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,552,138 | 205,489 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $15,935,879 | 180,597 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $17,508,376 | 184,707 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $18,106,931 | 193,120 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $17,126,292 | 191,505 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $19,578,103 | 194,536 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $19,237,978 | 192,746 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $21,022,741 | 216,573 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $17,578,436 | 199,302 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $15,939,484 | 179,196 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $19,183,142 | 204,970 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $15,651,634 | 170,071 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $9,712,287 | 100,230 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $8,721,087 | 99,499 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $5,594,844 | 63,484 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||