Position in WEC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$3,399,174
+$71,482 QoQ
Shares Held
29,110
+1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#345
of 1,386 holders
Holding Since
Jun 2025
5 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, 2026Trilogy Capital Inc. holds $16,929,516 across 9 Utilities - Regulated Electric names. WEC ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
36,364 | $4,602,955 | |
| 2 | EVRG |
Evergy, Inc.
|
47,210 | $4,080,360 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
29,110 | $3,399,174 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
40,411 | $3,279,756 | |
| 5 | ETR |
Entergy Corp /De/
|
3,897 | $447,609 | |
| 6 | SO |
Southern Co
|
3,577 | $342,354 | |
| 7 | XEL |
Xcel Energy Inc
|
3,382 | $271,574 | |
| 8 | NEE |
Nextera Energy Inc
|
3,014 | $264,538 |
All Filings in WEC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,399,174 | 29,110 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $3,327,692 | 28,744 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,064,667 | 29,060 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,769,067 | 24,165 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,601,978 | 24,971 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||