Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$194,305
+$1,664 QoQ
Shares Held
1,664
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,093
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, 2026JNBA Financial Advisors holds $1,643,454 across 20 Utilities - Regulated Electric names. WEC ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
4,061 | $326,098 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,618 | $221,358 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
1,664 | $194,305 | |
| 4 | LNT |
Alliant Energy Corp
|
2,179 | $166,235 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,918 | $128,508 | |
| 6 | SO |
Southern Co
|
1,262 | $120,786 | |
| 7 | NEE |
Nextera Energy Inc
|
1,363 | $119,630 | |
| 8 | EIX |
Edison International
|
1,373 | $102,219 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,305 | 1,664 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $192,641 | 1,664 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $131,614 | 1,248 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $150,456 | 1,313 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $136,814 | 1,313 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $143,090 | 1,313 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $123,474 | 1,313 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $131,285 | 1,365 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $107,097 | 1,365 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $112,093 | 1,365 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $114,892 | 1,365 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $111,320 | 1,382 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $121,153 | 1,373 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $130,146 | 1,373 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $144,859 | 1,545 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $138,169 | 1,545 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $164,244 | 1,632 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $162,889 | 1,632 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $158,418 | 1,632 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $143,942 | 1,632 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $145,166 | 1,632 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $152,738 | 1,632 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $150,192 | 1,632 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $158,140 | 1,632 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $143,044 | 1,632 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $143,828 | 1,632 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||