Position in WEC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$319,015
+$2,732 QoQ
Shares Held
2,732
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#909
of 1,383 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, 2026Successful Portfolios LLC holds $4,894,249 across 7 Utilities - Regulated Electric names. WEC ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
15,407 | $1,950,218 | |
| 2 | NEE |
Nextera Energy Inc
|
11,648 | $1,022,344 | |
| 3 | SO |
Southern Co
|
7,975 | $763,287 | |
| 4 | ETR |
Entergy Corp /De/
|
2,881 | $330,911 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
2,732 | $319,015 | |
| 6 | PPL |
PPL Corp
|
7,264 | $264,046 | |
| 7 | EXC |
Exelon Corp
|
5,243 | $244,428 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,015 | 2,732 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $316,283 | 2,732 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $288,116 | 2,732 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $314,778 | 2,747 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $311,037 | 2,985 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $325,305 | 2,985 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $280,615 | 2,984 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $287,001 | 2,984 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $234,124 | 2,984 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $275,512 | 3,355 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $334,659 | 3,976 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $271,211 | 3,367 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $297,457 | 3,371 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $324,560 | 3,424 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $321,221 | 3,426 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $306,655 | 3,429 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $347,610 | 3,454 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $349,534 | 3,502 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $339,939 | 3,502 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $311,963 | 3,537 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $314,616 | 3,537 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $333,461 | 3,563 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $328,731 | 3,572 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $363,956 | 3,756 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $330,615 | 3,772 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $331,104 | 3,757 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||