Position in WEC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$364,906
+$347 QoQ
Shares Held
3,125
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#859
of 1,386 holders
Holding Since
Jun 2024
9 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, 2026Cypress Wealth Services, LLC holds $2,163,742 across 6 Utilities - Regulated Electric names. WEC ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,209 | $659,355 | |
| 2 | ETR |
Entergy Corp /De/
|
3,339 | $383,517 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
3,125 | $364,906 | |
| 4 | EIX |
Edison International
|
4,070 | $303,011 | |
| 5 | ES |
Eversource Energy
|
3,250 | $234,877 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,687 | $218,076 |
All Filings in WEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,906 | 3,125 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $364,559 | 3,149 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $333,991 | 3,167 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $343,197 | 2,995 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $311,974 | 2,994 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $323,670 | 2,970 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $292,746 | 3,113 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $297,003 | 3,088 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $240,087 | 3,060 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||