Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,064,475
-$156,319 QoQ
Shares Held
9,116
-13.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#560
of 1,383 holders
Holding Since
Mar 2020
24 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, 2026NorthRock Partners, LLC holds $9,302,638 across 11 Utilities - Regulated Electric names. WEC ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
21,955 | $2,101,313 | |
| 2 | NEE |
Nextera Energy Inc
|
15,718 | $1,379,568 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
9,116 | $1,064,475 | |
| 4 | PCG |
PG&E Corp
|
57,574 | $968,394 | |
| 5 | XEL |
Xcel Energy Inc
|
11,865 | $952,759 | |
| 6 | MGEE |
Mge Energy Inc
|
9,369 | $763,948 | |
| 7 | DUK |
Duke Energy CORP
|
5,504 | $696,696 | |
| 8 | ES |
Eversource Energy
|
5,538 | $400,231 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,475 | 9,116 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,220,794 | 10,545 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,140,760 | 10,817 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,000,397 | 17,457 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,284,994 | 12,332 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,311,029 | 12,030 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,047,323 | 11,137 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $1,068,848 | 11,113 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $970,942 | 12,375 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $1,123,401 | 13,680 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $1,266,337 | 15,045 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $1,301,526 | 16,158 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $805,101 | 9,124 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,014,063 | 10,698 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $997,887 | 10,643 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,212,402 | 13,557 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,351,393 | 13,428 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,302,320 | 13,048 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $414,877 | 4,274 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $206,123 | 2,337 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $205,134 | 2,229 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $226,746 | 2,340 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $215,005 | 2,453 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $249,055 | 2,826 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||