INSPIRION WEALTH ADVISORS, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1633448
LIBERTYVILLE, IL
Position in WEC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$255,375
+$4,386 QoQ
Shares Held
2,187
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#995
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, 2026INSPIRION WEALTH ADVISORS, LLC holds $520,375 across 2 Utilities - Regulated Electric names. WEC ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,937 | $265,000 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
2,187 | $255,375 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,375 | 2,187 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $250,989 | 2,168 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $228,320 | 2,165 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $558,053 | 4,870 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $225,072 | 2,160 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $239,211 | 2,195 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $458,256 | 4,873 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $468,396 | 4,870 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $381,943 | 4,868 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $399,513 | 4,865 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $411,927 | 4,894 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $394,453 | 4,897 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $298,427 | 3,382 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $320,390 | 3,380 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $310,251 | 3,309 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $295,745 | 3,307 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $332,615 | 3,305 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $329,672 | 3,303 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $320,428 | 3,301 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $320,783 | 3,637 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $323,333 | 3,635 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $340,012 | 3,633 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $334,160 | 3,631 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $351,843 | 3,631 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $318,257 | 3,631 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $320,000 | 3,631 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||