Position in WEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$26,869,439
+$3,316,643 QoQ
Shares Held
230,106
+13.1% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#122
of 1,386 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, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. WEC ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,869,439 | 230,106 | Shares | Other | 2026-08-03 | |
| 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. | ||||||