Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,318,099
+$101,704 QoQ
Shares Held
11,288
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#514
of 1,386 holders
Holding Since
Mar 2020
19 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, 2026HighPoint Advisor Group LLC holds $7,782,677 across 10 Utilities - Regulated Electric names. WEC ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,660 | $1,321,584 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
11,288 | $1,318,099 | |
| 3 | PCG |
PG&E Corp
|
78,096 | $1,313,574 | |
| 4 | DUK |
Duke Energy CORP
|
5,663 | $716,822 | |
| 5 | NEE |
Nextera Energy Inc
|
8,015 | $703,476 | |
| 6 | ETR |
Entergy Corp /De/
|
6,060 | $696,051 | |
| 7 | EXC |
Exelon Corp
|
11,881 | $553,892 | |
| 8 | SO |
Southern Co
|
5,280 | $505,348 |
All Filings in WEC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,318,099 | 11,288 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,216,395 | 10,507 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,103,849 | 10,467 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $3,204,853 | 27,968 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,699,822 | 25,910 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,870,860 | 26,343 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,466,481 | 26,228 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,518,280 | 26,183 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,102,178 | 26,793 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,896,397 | 23,093 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,960,150 | 23,288 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $2,495,872 | 24,800 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $2,270,797 | 25,746 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,396,135 | 26,938 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,504,374 | 26,759 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,443,396 | 26,550 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,472,984 | 25,521 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,262,158 | 25,809 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,372,018 | 26,915 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||