Position in WEC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$846,348
+$19,056 QoQ
Shares Held
7,248
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#166
of 485 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 59%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Venturi Wealth Management, LLC holds $12,033,762 across 18 Utilities - Regulated Electric names. WEC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,232 | $1,863,531 | |
| 2 | SO |
Southern Co
|
14,699 | $1,406,841 | |
| 3 | ED |
Consolidated Edison Inc
|
7,921 | $876,299 | |
| 4 | WEC |
Wec Energy Group, Inc.
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|
7,248 | $846,348 | |
| 5 | CNP |
Centerpoint Energy Inc
|
18,974 | $835,614 | |
| 6 | NGG |
National Grid PLC
|
10,017 | $830,108 | |
| 7 | XEL |
Xcel Energy Inc
|
9,552 | $767,025 | |
| 8 | DUK |
Duke Energy CORP
|
6,017 | $761,631 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,348 | 7,248 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $827,292 | 7,146 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $796,117 | 7,549 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $876,154 | 7,646 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $772,329 | 7,412 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $838,709 | 7,696 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $721,756 | 7,675 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $663,833 | 6,902 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $549,062 | 6,998 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $600,789 | 7,316 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $639,354 | 7,596 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $648,346 | 8,049 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $836,073 | 9,475 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,132,455 | 11,947 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,319,671 | 14,075 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,292,799 | 14,456 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,528,319 | 15,186 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,534,279 | 15,372 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,522,640 | 15,686 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,268,757 | 14,385 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,352,217 | 15,202 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,613,398 | 17,239 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,201,357 | 23,920 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,422,112 | 24,996 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,466,032 | 28,135 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,568,284 | 29,142 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||