Position in WEC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,701,689
+$304,114 QoQ
Shares Held
14,573
+20.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#470
of 1,386 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Verdence Capital Advisors LLC holds $18,144,685 across 11 Utilities - Regulated Electric names. WEC ranks #6 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
36,180 | $3,175,518 | |
| 2 | DUK |
Duke Energy CORP
|
23,210 | $2,937,921 | |
| 3 | SO |
Southern Co
|
25,643 | $2,454,291 | |
| 4 | FE |
Firstenergy Corp
|
41,492 | $1,972,529 | |
| 5 | NGG |
National Grid PLC
|
21,124 | $1,750,545 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
14,573 | $1,701,689 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,222 | $1,261,661 | |
| 8 | PPL |
PPL Corp
|
30,169 | $1,096,643 |
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,701,689 | 14,573 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,397,575 | 12,072 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $620,737 | 5,886 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $668,059 | 5,830 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $595,190 | 5,712 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $612,467 | 5,620 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $522,768 | 5,559 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $532,163 | 5,533 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||