Position in WEC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$228,635
-$3,831 QoQ
Shares Held
1,958
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,039
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, 2026Plancorp, LLC holds $4,813,823 across 7 Utilities - Regulated Electric names. WEC ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,490 | $1,447,327 | |
| 2 | AEE |
Ameren Corp
|
12,673 | $1,432,555 | |
| 3 | SO |
Southern Co
|
8,208 | $785,587 | |
| 4 | ETR |
Entergy Corp /De/
|
3,901 | $448,068 | |
| 5 | DUK |
Duke Energy CORP
|
2,065 | $261,387 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
1,958 | $228,635 | |
| 7 | D |
Dominion Energy, Inc
|
3,079 | $210,264 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,635 | 1,958 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $232,466 | 2,008 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $208,283 | 1,975 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $477,038 | 4,163 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $434,201 | 4,167 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $452,484 | 4,152 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $383,871 | 4,082 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $389,336 | 4,048 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $317,292 | 4,044 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $338,252 | 4,119 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $338,531 | 4,022 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $400,011 | 4,966 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $428,758 | 4,859 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $472,148 | 4,981 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $457,830 | 4,883 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $585,677 | 6,549 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $661,607 | 6,574 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $652,258 | 6,535 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $635,129 | 6,543 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $607,433 | 6,887 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $609,574 | 6,853 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $643,150 | 6,872 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $736,976 | 8,008 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $588,861 | 6,077 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $759,224 | 8,662 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $762,500 | 8,652 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||