Position in WEC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,720,138
-$95,251 QoQ
Shares Held
14,731
-6.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#466
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. WEC ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,174 | $5,211,804 | |
| 2 | NEE |
Nextera Energy Inc
|
55,230 | $4,847,537 | |
| 3 | PPL |
PPL Corp
|
123,238 | $4,479,701 | |
| 4 | SO |
Southern Co
|
35,414 | $3,389,473 | |
| 5 | ETR |
Entergy Corp /De/
|
24,127 | $2,771,227 | |
| 6 | EIX |
Edison International
|
27,478 | $2,045,737 | |
| 7 | D |
Dominion Energy, Inc
|
25,484 | $1,740,302 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
14,731 | $1,720,138 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,720,138 | 14,731 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,815,389 | 15,681 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,567,768 | 14,866 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,592,686 | 13,899 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,382,421 | 13,267 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,461,203 | 13,408 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,220,451 | 12,978 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,127,999 | 11,728 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $796,290 | 10,149 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $671,905 | 8,182 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $567,221 | 6,739 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $530,743 | 6,589 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $587,501 | 6,658 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,559,011 | 16,447 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,427 | 22,150 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,296,735 | 14,500 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,237,570 | 12,297 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $379,976 | 3,807 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $375,952 | 3,873 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $442,323 | 5,015 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $239,275 | 2,690 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $334,677 | 3,576 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $449,198 | 4,881 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $695,838 | 7,181 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $656,410 | 7,489 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $659,829 | 7,487 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||