Capital Asset Advisory Services LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1666024
Williamston, MI
Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$314,811
+$2,001 QoQ
Shares Held
2,696
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#914
of 1,383 holders
Holding Since
Mar 2020
26 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, 2026Capital Asset Advisory Services LLC holds $5,351,885 across 7 Utilities - Regulated Electric names. WEC ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,899 | $2,448,695 | |
| 2 | D |
Dominion Energy, Inc
|
10,189 | $695,806 | |
| 3 | DTE |
Dte Energy Co
|
4,236 | $645,439 | |
| 4 | SO |
Southern Co
|
6,298 | $602,781 | |
| 5 | DUK |
Duke Energy CORP
|
2,730 | $345,563 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
2,696 | $314,811 | |
| 7 | PCG |
PG&E Corp
|
17,764 | $298,790 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,811 | 2,696 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $312,810 | 2,702 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $297,924 | 2,825 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $317,070 | 2,767 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $288,217 | 2,766 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $297,406 | 2,729 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $256,541 | 2,728 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $262,379 | 2,728 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $214,038 | 2,728 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $224,023 | 2,728 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $230,541 | 2,739 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $239,716 | 2,976 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $265,072 | 3,004 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $297,071 | 3,134 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $601,939 | 6,420 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $803,260 | 8,982 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,148,805 | 11,415 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $309,510 | 3,101 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $300,043 | 3,091 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $277,918 | 3,151 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $258,310 | 2,904 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $304,541 | 3,254 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $302,410 | 3,286 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $303,781 | 3,135 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $274,169 | 3,128 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $267,915 | 3,040 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||