Patriot Financial Group Insurance Agency, LLC
InsurancePosition in WEC — Wec Energy Group, Inc.
CIK 1694883
Westborough, MA
Position in WEC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,072,882
+$330,797 QoQ
Shares Held
9,188
+43.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#558
of 1,386 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $10,684,989 across 11 Utilities - Regulated Electric names. WEC ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,429 | $1,968,593 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,231 | $1,536,513 | |
| 3 | DUK |
Duke Energy CORP
|
10,020 | $1,268,331 | |
| 4 | ETR |
Entergy Corp /De/
|
10,146 | $1,165,369 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
9,188 | $1,072,882 | |
| 6 | SO |
Southern Co
|
9,943 | $951,644 | |
| 7 | EIX |
Edison International
|
11,893 | $885,433 | |
| 8 | D |
Dominion Energy, Inc
|
12,543 | $856,561 |
All Filings in WEC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,882 | 9,188 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $742,085 | 6,410 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $913,178 | 8,659 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $934,252 | 8,153 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $828,806 | 7,954 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $820,401 | 7,528 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $685,551 | 7,290 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $651,234 | 6,771 | Shares | Sole | 2024-10-24 | |
| 2023-03-31 | $209,675 | 2,212 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $207,022 | 2,208 | Shares | Sole | 2023-01-17 | |
| 2022-06-30 | $220,502 | 2,191 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $217,885 | 2,183 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $211,030 | 2,174 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $190,953 | 2,165 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $192,843 | 2,168 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $202,341 | 2,162 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $198,324 | 2,155 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $208,819 | 2,155 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $188,885 | 2,155 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $190,008 | 2,156 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||