Position in WEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,283,159
+$527,970 QoQ
Shares Held
45,635
+1.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Advisory Services Network, LLC holds $71,058,274 across 37 Utilities - Regulated Electric names. WEC ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
161,960 | $15,042,837 | |
| 2 | SO |
Southern Co
|
121,399 | $11,717,425 | |
| 3 | DUK |
Duke Energy CORP
|
75,979 | $9,948,684 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
45,635 | $5,283,159 | |
| 5 | ETR |
Entergy Corp /De/
|
38,618 | $4,339,116 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,574 | $3,851,110 | |
| 7 | FE |
Firstenergy Corp
|
54,825 | $2,777,432 | |
| 8 | AEP |
American Electric Power Co Inc
|
17,813 | $2,334,920 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,283,159 | 45,635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,755,189 | 45,090 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,453,220 | 47,589 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $4,960,646 | 47,607 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $5,248,583 | 48,161 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,650,838 | 49,456 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,697,814 | 48,844 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,832,299 | 48,844 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,895,031 | 47,431 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,161,506 | 37,561 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,258,216 | 28,035 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,456,334 | 27,837 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,597,148 | 27,399 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,129,056 | 12,042 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,135,938 | 12,702 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $788,009 | 7,830 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $667,229 | 6,685 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $726,471 | 7,484 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $611,049 | 6,928 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $600,234 | 6,748 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $620,126 | 6,626 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,386,891 | 15,070 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $704,946 | 7,275 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $627,310 | 7,157 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $619,729 | 7,032 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||