Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,747,142
-$1,124,355 QoQ
Shares Held
83,473
-11.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#211
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, 2026Stratos Wealth Partners, LTD. holds $55,015,753 across 21 Utilities - Regulated Electric names. WEC ranks #1 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
83,473 | $9,747,142 | |
| 2 | NEE |
Nextera Energy Inc
|
109,916 | $9,647,327 | |
| 3 | SO |
Southern Co
|
73,922 | $7,075,074 | |
| 4 | DUK |
Duke Energy CORP
|
54,789 | $6,935,191 | |
| 5 | D |
Dominion Energy, Inc
|
62,038 | $4,236,575 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,147 | $3,166,741 | |
| 7 | FE |
Firstenergy Corp
|
39,808 | $1,892,472 | |
| 8 | LNT |
Alliant Energy Corp
|
23,701 | $1,808,149 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,747,142 | 83,473 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,871,497 | 93,906 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,649,667 | 100,983 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,972,019 | 104,477 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,686,960 | 102,562 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $10,766,788 | 98,796 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,815,967 | 93,747 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,664,375 | 90,085 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,332,585 | 80,711 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,414,803 | 78,115 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,124,377 | 72,762 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,731,293 | 71,152 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,954,964 | 67,486 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,050,730 | 63,833 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $5,887,940 | 62,798 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,197,313 | 58,116 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,220,960 | 61,814 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,049,184 | 60,607 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,536,484 | 57,036 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,798,256 | 54,402 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,679,303 | 52,606 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $4,650,955 | 49,695 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,859,552 | 52,804 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,230,371 | 53,977 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,455,161 | 50,829 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $3,668,323 | 41,624 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||