Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,171,922
+$29,020 QoQ
Shares Held
18,600
+0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#422
of 1,386 holders
Holding Since
Mar 2020
24 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, 2026Clearstead Trust, LLC holds $6,910,406 across 22 Utilities - Regulated Electric names. WEC ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
18,600 | $2,171,922 | |
| 2 | NEE |
Nextera Energy Inc
|
24,109 | $2,116,046 | |
| 3 | ED |
Consolidated Edison Inc
|
8,200 | $907,166 | |
| 4 | SO |
Southern Co
|
7,271 | $695,907 | |
| 5 | DUK |
Duke Energy CORP
|
2,705 | $342,398 | |
| 6 | AEE |
Ameren Corp
|
2,053 | $232,071 | |
| 7 | ETR |
Entergy Corp /De/
|
850 | $97,631 | |
| 8 | EXC |
Exelon Corp
|
1,591 | $74,172 |
All Filings in WEC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,171,922 | 18,600 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,142,902 | 18,510 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,920,848 | 18,214 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,152,229 | 18,782 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,955,521 | 18,767 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,069,857 | 18,993 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,747,357 | 18,581 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,641,600 | 17,068 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,403,570 | 17,889 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,450,978 | 17,669 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,592,243 | 18,917 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,578,780 | 19,600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,085,728 | 23,637 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,822,846 | 29,780 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $409,074 | 4,363 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $319,712 | 3,575 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $359,788 | 3,575 | Shares | Sole | 2022-08-11 | |
| 2021-09-30 | $315,315 | 3,575 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $317,996 | 3,575 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $334,584 | 3,575 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $329,007 | 3,575 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $346,417 | 3,575 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $313,348 | 3,575 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $315,064 | 3,575 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||