Steward Partners Investment Advisory, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1723397
STAMFORD, CT
Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,207,339
+$78,750 QoQ
Shares Held
36,031
+1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#316
of 1,383 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. WEC ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,207,339 | 36,031 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,128,589 | 35,662 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,124,013 | 39,105 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,327,032 | 37,761 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,787,149 | 36,345 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,786,619 | 34,746 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,183,442 | 33,852 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,021,879 | 31,419 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,392,637 | 30,495 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,483,555 | 30,243 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,505,091 | 41,643 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,259,616 | 40,467 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,960,652 | 44,885 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,082,415 | 43,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,019,397 | 42,869 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,402,990 | 38,052 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,752,664 | 37,288 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,613,321 | 36,202 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,379,880 | 34,819 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,011,765 | 34,147 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,970,218 | 33,392 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,003,873 | 42,781 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,952,506 | 32,082 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,097,214 | 31,963 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,705,667 | 30,869 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,426,923 | 27,538 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||