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Equibles

Advisory Services Network, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1573876 Atlanta, GA
Back to WEC Full portfolio

Position in WEC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$5,484,913
+$201,754 QoQ
Shares Held
46,972
+2.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#270
of 1,393 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, 2026

Advisory Services Network, LLC holds $75,926,920 across 28 Utilities - Regulated Electric names. WEC ranks #5 (7.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 180,010 $15,799,468
2 SO
Southern Co
 120,975 $11,578,511
3 DUK
Duke Energy CORP
 79,942 $10,119,049
4 ETR
Entergy Corp /De/
 49,335 $5,666,613
5 WEC
Wec Energy Group, Inc.
This page 		46,972 $5,484,913
6 PEG
Public Service Enterprise Group Inc
 47,103 $3,822,874
7 FE
Firstenergy Corp
 59,696 $2,837,942
8 EVRG
Evergy, Inc.
 31,255 $2,701,364

All Filings in WEC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,484,913 46,972
2026-03-31 $5,283,159 45,635
2025-12-31 $4,755,189 45,090
2025-09-30 $5,453,220 47,589
2025-06-30 $4,960,646 47,607
2025-03-31 $5,248,583 48,161
2024-12-31 $4,650,838 49,456
2024-09-30 $4,697,814 48,844
2024-06-30 $3,832,299 48,844
2024-03-31 $3,895,031 47,431
2023-12-31 $3,161,506 37,561
2023-09-30 $2,258,216 28,035
2023-06-30 $2,456,334 27,837
2023-03-31 $2,597,148 27,399
2022-12-31 $1,129,056 12,042
2022-09-30 $1,135,938 12,702
2022-06-30 $788,009 7,830
2022-03-31 $667,229 6,685
2021-12-31 $726,471 7,484
2021-09-30 $611,049 6,928
2021-06-30 $600,234 6,748
2021-03-31 $620,126 6,626
2020-12-31 $1,386,891 15,070
2020-09-30 $704,946 7,275
2020-06-30 $627,310 7,157
2020-03-31 $619,729 7,032