Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,315,764
+$41,021 QoQ
Shares Held
11,268
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#515
of 1,386 holders
Holding Since
Mar 2020
25 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. WEC ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315,764 | 11,268 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,274,743 | 11,011 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,225,550 | 11,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,079,666 | 9,422 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,034,497 | 9,928 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,119,006 | 10,268 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $895,919 | 9,527 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $884,856 | 9,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $765,612 | 9,758 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $721,259 | 8,783 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $764,936 | 9,088 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $875,900 | 10,874 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $777,217 | 8,808 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,237,009 | 13,050 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $808,773 | 8,626 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $764,805 | 8,552 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $697,032 | 6,926 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $327,276 | 3,279 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $638,720 | 6,580 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $759,754 | 8,614 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,077,362 | 12,112 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,470,486 | 15,712 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,306,181 | 14,193 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $238,470 | 2,461 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $1,569,771 | 17,812 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||