Position in WEC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$827,665
-$50,334 QoQ
Shares Held
7,088
-6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#618
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Beaton Management Co. Inc. holds $3,937,545 across 6 Utilities - Regulated Electric names. WEC ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,901 | $1,834,480 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
7,088 | $827,665 | |
| 3 | DUK |
Duke Energy CORP
|
3,560 | $450,624 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,691 | $368,155 | |
| 5 | ED |
Consolidated Edison Inc
|
2,223 | $245,930 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,596 | $210,691 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,665 | 7,088 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $877,999 | 7,584 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $799,808 | 7,584 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $869,050 | 7,584 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $790,252 | 7,584 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $826,504 | 7,584 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $713,199 | 7,584 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $729,429 | 7,584 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $626,738 | 7,988 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $655,974 | 7,988 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $672,349 | 7,988 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $643,433 | 7,988 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $703,361 | 7,971 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $755,571 | 7,971 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $747,360 | 7,971 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $712,846 | 7,971 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $802,201 | 7,971 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $795,585 | 7,971 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $773,744 | 7,971 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $703,042 | 7,971 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $709,020 | 7,971 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $746,005 | 7,971 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $733,571 | 7,971 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $845,064 | 8,721 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $773,160 | 8,821 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $777,394 | 8,821 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||