Position in WEC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,754,991
+$53,688 QoQ
Shares Held
40,721
+0.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#296
of 1,386 holders
Holding Since
Jun 2020
25 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, 2026Belpointe Asset Management LLC holds $19,774,302 across 15 Utilities - Regulated Electric names. WEC ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,013 | $6,583,891 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
40,721 | $4,754,991 | |
| 3 | D |
Dominion Energy, Inc
|
22,308 | $1,523,413 | |
| 4 | DUK |
Duke Energy CORP
|
10,570 | $1,337,950 | |
| 5 | SO |
Southern Co
|
10,930 | $1,046,110 | |
| 6 | ED |
Consolidated Edison Inc
|
8,268 | $914,688 | |
| 7 | ES |
Eversource Energy
|
12,165 | $879,164 | |
| 8 | ETR |
Entergy Corp /De/
|
4,897 | $562,469 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,754,991 | 40,721 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,701,303 | 40,609 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,903,496 | 37,014 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,820,659 | 33,342 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,316,581 | 31,829 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,256,867 | 29,885 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $3,482,113 | 37,028 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,022,456 | 31,425 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,370,276 | 30,210 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,599,861 | 19,482 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,531,725 | 18,198 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $980,937 | 12,178 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $984,493 | 11,157 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,195,620 | 23,163 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,579,762 | 16,849 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,179,313 | 13,187 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,183,123 | 11,756 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,218,879 | 12,212 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,148,338 | 11,830 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,029,646 | 11,674 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $948,740 | 10,666 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $340,480 | 3,638 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $221,056 | 2,402 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $146,609 | 1,513 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $114,733 | 1,309 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||