AlphaStar Capital Management, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1633857
CORNELIUS, NC
Position in WEC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$448,513
-$36,447 QoQ
Shares Held
3,841
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#776
of 1,380 holders
Holding Since
Mar 2022
15 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, 2026AlphaStar Capital Management, LLC holds $7,873,718 across 7 Utilities - Regulated Electric names. WEC ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
28,494 | $3,606,770 | |
| 2 | EXC |
Exelon Corp
|
37,546 | $1,750,394 | |
| 3 | D |
Dominion Energy, Inc
|
11,072 | $756,106 | |
| 4 | ES |
Eversource Energy
|
7,186 | $519,332 | |
| 5 | EVRG |
Evergy, Inc.
|
5,603 | $484,267 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
3,841 | $448,513 | |
| 7 | NEE |
Nextera Energy Inc
|
3,513 | $308,336 |
All Filings in WEC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,513 | 3,841 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $484,960 | 4,189 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $427,956 | 4,058 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $665,997 | 5,812 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $464,732 | 4,460 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $681,233 | 6,251 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $507,345 | 5,395 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $265,072 | 2,756 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $538,557 | 6,686 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $658,270 | 7,460 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,329,619 | 14,027 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $618,909 | 6,601 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $542,035 | 6,061 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $565,898 | 5,623 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $436,768 | 4,376 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||