AlphaCore Capital LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1713662 LA JOLLA, CA

Position in WEC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,276,099

+$550,063 QoQ

Shares Held

28,056

+19.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#349

of 1,386 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

AlphaCore Capital LLC holds $26,158,765 across 23 Utilities - Regulated Electric names. WEC ranks #2 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	60,764	$5,333,256
2	WEC	Wec Energy Group, Inc. This page	28,056	$3,276,099
3	DUK	Duke Energy CORP	19,354	$2,449,829
4	SO	Southern Co	23,061	$2,207,168
5	ES	Eversource Energy	29,274	$2,115,631
6	PCG	PG&E Corp	57,971	$975,072
7	PEG	Public Service Enterprise Group Inc	11,707	$950,140
8	DTE	Dte Energy Co	6,155	$937,837

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,276,099	28,056	+19.1%	Shares	Sole	2026-08-06
2026-03-31	$2,726,036	23,547	+12.1%	Shares	Sole	2026-05-15
2025-12-31	$2,215,187	21,005	+70.3%	Shares	Sole	2026-02-05
2025-09-30	$1,413,582	12,336	+19.4%	Shares	Sole	2025-11-12
2025-06-30	$1,076,698	10,333	+32.3%	Shares	Sole	2025-08-12
2025-03-31	$850,915	7,808	+95.2%	Shares	Sole	2025-05-12
2024-12-31	$376,254	4,001	-11.8%	Shares	Sole	2025-02-21
2024-09-30	$436,080	4,534	+3.7%	Shares	Sole	2024-11-12
2024-06-30	$343,105	4,373	-31.5%	Shares	Sole	2024-08-14
2024-03-31	$524,336	6,385	+37.1%	Shares	Sole	2024-05-15
2023-12-31	$391,895	4,656	+24.2%	Shares	Sole	2024-02-13
2023-09-30	$302,062	3,750	-4.4%	Shares	Sole	2023-11-13
2023-06-30	$346,253	3,924	-3.5%	Shares	Sole	2023-08-10
2023-03-31	$385,321	4,065	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.