Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,564,532
+$64,193 QoQ
Shares Held
90,473
-0.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#204
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. WEC ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,564,532 | 90,473 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,500,339 | 90,700 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $9,540,755 | 90,468 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $10,381,166 | 90,594 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $6,081,528 | 58,364 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,845,033 | 53,634 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,914,436 | 52,259 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,856,801 | 50,497 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,497,119 | 44,572 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,966,231 | 48,298 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,778,896 | 44,896 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,373,836 | 41,885 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,664,695 | 41,531 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,015,304 | 42,360 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,115,595 | 43,895 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,690,686 | 41,269 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,138,115 | 41,118 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,866,635 | 48,759 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,730,900 | 48,737 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,765,599 | 31,356 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,556,487 | 39,983 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,788,055 | 40,475 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $21,823,810 | 237,138 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $22,498,338 | 232,181 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $20,506,856 | 233,963 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $19,489,068 | 221,140 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||