Position in WEC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,129,307
+$380,109 QoQ
Shares Held
78,182
+3.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#217
of 1,386 holders
Holding Since
Sep 2022
16 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, 2026Merit Financial Group, LLC holds $113,717,904 across 31 Utilities - Regulated Electric names. WEC ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,295 | $10,939,170 | |
| 2 | AEP |
American Electric Power Co Inc
|
77,844 | $10,649,832 | |
| 3 | NEE |
Nextera Energy Inc
|
117,949 | $10,352,378 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
78,182 | $9,129,307 | |
| 5 | DUK |
Duke Energy CORP
|
70,386 | $8,909,455 | |
| 6 | EIX |
Edison International
|
102,639 | $7,641,469 | |
| 7 | LNT |
Alliant Energy Corp
|
86,734 | $6,616,933 | |
| 8 | PCG |
PG&E Corp
|
383,850 | $6,456,354 |
All Filings in WEC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,129,307 | 78,182 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $8,749,198 | 75,574 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $7,056,114 | 66,908 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $6,949,192 | 60,644 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $5,962,532 | 57,222 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,129,469 | 19,540 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,503,793 | 15,991 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,050,477 | 10,922 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $894,600 | 11,402 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $901,841 | 10,982 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $421,523 | 5,008 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $347,492 | 4,314 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $476,231 | 5,397 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $356,789 | 3,764 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $361,257 | 3,853 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $222,948 | 2,493 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||