Position in WEC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,580,456
+$677,807 QoQ
Shares Held
56,354
+10.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#247
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. WEC ranks #1 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,580,456 | 56,354 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,902,649 | 50,986 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,283,602 | 31,136 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,100,946 | 35,788 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,158,927 | 30,316 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,437,665 | 31,544 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,842,923 | 30,231 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,881,264 | 29,957 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,267,913 | 16,160 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,469,348 | 30,070 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $2,687,127 | 31,925 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $372,463 | 4,624 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $678,742 | 7,692 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $731,684 | 7,719 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $644,318 | 6,872 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $639,692 | 7,153 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $728,331 | 7,237 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $736,298 | 7,377 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,594,681 | 26,730 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,423,559 | 27,478 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,265,022 | 25,464 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,305,121 | 24,630 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,426,186 | 26,363 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $2,640,331 | 27,248 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $2,392,582 | 27,297 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,219,994 | 25,190 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||