Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,229,121
New position
Shares Held
10,526
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#533
of 1,386 holders
Holding Since
Jun 2026
1 quarter on record
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SNS Financial Group, LLC holds $15,082,712 across 10 Utilities - Regulated Electric names. WEC ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
70,213 | $6,162,595 | |
| 2 | SO |
Southern Co
|
31,121 | $2,978,590 | |
| 3 | XEL |
Xcel Energy Inc
|
20,862 | $1,675,218 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
10,526 | $1,229,121 | |
| 5 | DUK |
Duke Energy CORP
|
7,827 | $990,741 | |
| 6 | D |
Dominion Energy, Inc
|
10,845 | $740,605 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,805 | $657,372 | |
| 8 | EXC |
Exelon Corp
|
4,780 | $222,843 |
All Filings in WEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,121 | 10,526 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||