Shakespeare Wealth Management, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1658509
Pewaukee, WI
Position in WEC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,021,657
+$86,657 QoQ
Shares Held
25,877
+2.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
9.50%
of 13F equity value
Holder Rank
#363
of 1,386 holders
Holding Since
Jun 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, 2026Shakespeare Wealth Management, LLC holds $4,026,680 across 3 Utilities - Regulated Electric names. WEC ranks #1 (75.0% of the industry book) .
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,021,657 | 25,877 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,935,000 | 25,352 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,699,670 | 25,599 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,934,305 | 25,607 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,645,012 | 25,384 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,766,348 | 25,384 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,402,910 | 25,552 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,474,230 | 25,725 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,988,568 | 25,345 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,075,090 | 25,269 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,153,573 | 25,586 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,060,952 | 25,586 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,211,647 | 25,064 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,356,858 | 24,864 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,331,248 | 24,864 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,223,587 | 24,864 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,502,312 | 24,864 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,481,675 | 24,864 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,413,548 | 24,864 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,193,004 | 24,864 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,211,652 | 24,864 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $924,294 | 9,876 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $908,888 | 9,876 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,027,818 | 10,607 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,043,210 | 11,902 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||