Position in WEC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$23,552,796
+$4,780,103 QoQ
Shares Held
203,445
+14.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026AE Wealth Management LLC holds $397,899,540 across 26 Utilities - Regulated Electric names. WEC ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
338,993 | $44,435,168 | |
| 2 | D |
Dominion Energy, Inc
|
522,867 | $32,323,605 | |
| 3 | ES |
Eversource Energy
|
380,321 | $26,348,611 | |
| 4 | EIX |
Edison International
|
348,792 | $25,524,573 | |
| 5 | EXC |
Exelon Corp
|
501,219 | $24,569,720 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
203,445 | $23,552,796 | |
| 7 | FE |
Firstenergy Corp
|
463,287 | $23,470,093 | |
| 8 | CMS |
Cms Energy Corp
|
290,135 | $22,508,643 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,552,796 | 203,445 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $18,772,693 | 178,008 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $19,683,100 | 171,770 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $17,067,942 | 163,800 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $17,872,479 | 163,998 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $13,183,829 | 140,194 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $12,637,271 | 131,392 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $10,016,742 | 127,667 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $10,262,198 | 124,966 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,744,240 | 139,530 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,700,882 | 157,677 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,729,085 | 155,588 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $15,118,151 | 159,491 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $11,273,608 | 120,239 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,931,367 | 88,688 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,532,445 | 15,227 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,490,362 | 14,932 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,436,247 | 14,796 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,048,786 | 11,891 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,036,890 | 11,657 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,154,713 | 12,338 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,328,545 | 14,436 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,201,277 | 22,717 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,608,902 | 29,765 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,194,866 | 13,558 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||