Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$297,062
New position
Shares Held
2,544
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#946
of 1,386 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NWAM LLC holds $5,145,240 across 7 Utilities - Regulated Electric names. WEC ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
9,359 | $1,184,662 | |
| 2 | SO |
Southern Co
|
10,766 | $1,030,413 | |
| 3 | EIX |
Edison International
|
12,425 | $925,041 | |
| 4 | NEE |
Nextera Energy Inc
|
9,914 | $870,151 | |
| 5 | D |
Dominion Energy, Inc
|
7,260 | $495,785 | |
| 6 | ES |
Eversource Energy
|
4,734 | $342,126 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
2,544 | $297,062 |
All Filings in WEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,062 | 2,544 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||