Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,045,010
+$118,346 QoQ
Shares Held
26,077
+3.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#361
of 1,380 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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. WEC ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
26,077 | $3,045,010 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,045,010 | 26,077 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,926,664 | 25,280 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,644,303 | 25,074 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,878,729 | 25,122 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,394,932 | 22,984 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,433,086 | 22,326 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,042,924 | 21,724 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,052,192 | 21,337 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,704,777 | 21,728 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,666,214 | 20,290 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,594,937 | 18,949 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,558,561 | 19,349 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,154,973 | 13,089 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,213,785 | 12,805 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,452,904 | 15,496 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,172,606 | 13,112 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,171,751 | 11,643 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,106,892 | 11,090 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,067,381 | 10,996 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $971,875 | 11,019 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $950,163 | 10,682 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $895,843 | 9,572 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $917,723 | 9,972 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $845,646 | 8,727 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $783,853 | 8,943 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,238,755 | 14,056 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||