Position in WEC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,686,859
-$3,498 QoQ
Shares Held
14,446
-1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#473
of 1,383 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, 2026LVW Advisors, LLC holds $9,565,639 across 11 Utilities - Regulated Electric names. WEC ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,538 | $1,715,323 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
14,446 | $1,686,859 | |
| 3 | DUK |
Duke Energy CORP
|
11,871 | $1,502,631 | |
| 4 | NEE |
Nextera Energy Inc
|
16,697 | $1,465,495 | |
| 5 | SO |
Southern Co
|
9,471 | $906,469 | |
| 6 | ETR |
Entergy Corp /De/
|
6,619 | $760,258 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
6,674 | $541,661 | |
| 8 | XEL |
Xcel Energy Inc
|
3,352 | $269,165 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,686,859 | 14,446 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,690,357 | 14,601 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,749,686 | 16,591 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,998,564 | 17,441 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,798,700 | 17,262 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,824,761 | 16,744 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,589,934 | 16,907 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,546,766 | 16,082 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,271,287 | 16,203 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,730,679 | 21,075 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,010,316 | 23,884 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,482,067 | 30,814 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,701,932 | 41,953 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,156,067 | 43,845 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,010,959 | 42,779 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,719,035 | 41,586 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,135,096 | 41,088 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,168,664 | 41,766 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,990,256 | 41,107 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,821,529 | 43,328 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,741,148 | 42,059 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,898,678 | 41,657 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,566,530 | 38,754 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,690,145 | 38,082 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,360,763 | 38,343 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,146,946 | 35,708 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||