Position in WEC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,276,350
+$85,940 QoQ
Shares Held
36,622
+1.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#312
of 1,383 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $75,359,532 across 22 Utilities - Regulated Electric names. WEC ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
278,369 | $24,432,447 | |
| 2 | DUK |
Duke Energy CORP
|
77,585 | $9,820,709 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,760 | $7,765,335 | |
| 4 | SO |
Southern Co
|
75,860 | $7,260,560 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
36,622 | $4,276,350 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
40,649 | $3,299,072 | |
| 7 | ETR |
Entergy Corp /De/
|
26,034 | $2,990,265 | |
| 8 | D |
Dominion Energy, Inc
|
40,172 | $2,743,345 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,276,350 | 36,622 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,190,410 | 36,196 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,805,418 | 36,084 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,052,704 | 35,367 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,640,435 | 34,937 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,755,232 | 34,458 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,171,122 | 33,721 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,197,600 | 33,246 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,014,774 | 25,679 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,119,435 | 25,809 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,244,561 | 26,667 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,194,262 | 27,241 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,304,917 | 26,121 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,281,879 | 24,073 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,193,046 | 23,390 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,945,102 | 21,750 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,008,975 | 19,962 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,346,333 | 23,508 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $2,184,851 | 22,508 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,888,273 | 21,409 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,817,693 | 20,435 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $1,716,066 | 18,336 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,462,632 | 15,893 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $1,529,275 | 15,782 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||