Position in WEC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$571,355
+$4,893 QoQ
Shares Held
4,893
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#717
of 1,386 holders
Holding Since
Mar 2020
25 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, 2026Moisand Fitzgerald Tamayo, LLC holds $1,208,005 across 8 Utilities - Regulated Electric names. WEC ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
4,893 | $571,355 | |
| 2 | NEE |
Nextera Energy Inc
|
4,850 | $425,684 | |
| 3 | DUK |
Duke Energy CORP
|
763 | $96,580 | |
| 4 | EVRG |
Evergy, Inc.
|
534 | $46,153 | |
| 5 | EXC |
Exelon Corp
|
656 | $30,582 | |
| 6 | CNP |
Centerpoint Energy Inc
|
315 | $13,872 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
168 | $13,634 | |
| 8 | SO |
Southern Co
|
106 | $10,145 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,355 | 4,893 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $566,462 | 4,893 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $516,015 | 4,893 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $576,731 | 5,033 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $524,438 | 5,033 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $548,496 | 5,033 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $473,303 | 5,033 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $484,073 | 5,033 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $394,889 | 5,033 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $413,309 | 5,033 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $423,627 | 5,033 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $405,408 | 5,033 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $444,111 | 5,033 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $477,078 | 5,033 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $947,726 | 10,108 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $908,519 | 10,159 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,010,224 | 10,038 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $960,022 | 9,890 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $865,683 | 9,815 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $866,906 | 9,746 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $901,365 | 9,631 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $879,162 | 9,553 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $919,677 | 9,491 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $826,276 | 9,427 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $825,249 | 9,364 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||