Position in WEC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,767,934
+$166,793 QoQ
Shares Held
32,268
+3.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#326
of 1,383 holders
Holding Since
Mar 2020
18 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,008,511 across 20 Utilities - Regulated Electric names. WEC ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,607 | $15,237,486 | |
| 2 | SO |
Southern Co
|
109,666 | $10,496,132 | |
| 3 | DUK |
Duke Energy CORP
|
42,015 | $5,318,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
32,268 | $3,767,934 | |
| 5 | D |
Dominion Energy, Inc
|
40,597 | $2,772,369 | |
| 6 | AEP |
American Electric Power Co Inc
|
11,342 | $1,551,699 | |
| 7 | POR |
Portland General Electric Co /Or/
|
22,221 | $1,151,714 | |
| 8 | ETR |
Entergy Corp /De/
|
9,227 | $1,059,813 |
All Filings in WEC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,767,934 | 32,268 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,601,141 | 31,106 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,006,242 | 28,506 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,087,169 | 26,941 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,734,937 | 26,247 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,333,807 | 30,591 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,764,399 | 29,396 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,764,501 | 28,743 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,079,190 | 26,500 | Shares | Sole | 2024-08-09 | |
| 2023-06-30 | $319,252 | 3,618 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $398,307 | 4,202 | Shares | Sole | 2023-06-05 | |
| 2022-03-31 | $227,666 | 2,281 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $203,339 | 2,286 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,255,603 | 13,416 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,218,569 | 13,241 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,282,956 | 13,240 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,228,064 | 14,011 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,391,396 | 15,788 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||