Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$917,578
+$15,614 QoQ
Shares Held
7,858
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#595
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, 2026Winch Advisory Services, LLC holds $1,867,099 across 11 Utilities - Regulated Electric names. WEC ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
7,858 | $917,578 | |
| 2 | NEE |
Nextera Energy Inc
|
7,914 | $694,611 | |
| 3 | LNT |
Alliant Energy Corp
|
1,018 | $77,663 | |
| 4 | SO |
Southern Co
|
565 | $54,076 | |
| 5 | XEL |
Xcel Energy Inc
|
404 | $32,441 | |
| 6 | DUK |
Duke Energy CORP
|
255 | $32,277 | |
| 7 | ETR |
Entergy Corp /De/
|
164 | $18,837 | |
| 8 | D |
Dominion Energy, Inc
|
224 | $15,296 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,578 | 7,858 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $901,964 | 7,791 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $816,893 | 7,746 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $880,624 | 7,685 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $794,108 | 7,621 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $823,670 | 7,558 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $711,318 | 7,564 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $725,197 | 7,540 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $586,331 | 7,473 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $610,480 | 7,434 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $619,322 | 7,358 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $557,003 | 6,915 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $604,708 | 6,853 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $644,098 | 6,795 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $637,661 | 6,801 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $616,619 | 6,895 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $689,082 | 6,847 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $679,506 | 6,808 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $658,619 | 6,785 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $594,468 | 6,740 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $595,787 | 6,698 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $622,935 | 6,656 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $639,516 | 6,949 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $683,920 | 7,058 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $602,418 | 6,873 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $601,222 | 6,822 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||