Position in WEC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$691,044
+$219,050 QoQ
Shares Held
5,918
+45.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#659
of 1,386 holders
Holding Since
Mar 2020
20 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, 2026Kovack Advisors, Inc. holds $9,546,944 across 12 Utilities - Regulated Electric names. WEC ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,207 | $1,934,011 | |
| 2 | NEE |
Nextera Energy Inc
|
18,471 | $1,621,199 | |
| 3 | ED |
Consolidated Edison Inc
|
12,031 | $1,330,989 | |
| 4 | DUK |
Duke Energy CORP
|
7,463 | $944,666 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,777 | $927,161 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
5,918 | $691,044 | |
| 7 | EIX |
Edison International
|
8,346 | $621,359 | |
| 8 | D |
Dominion Energy, Inc
|
6,089 | $415,817 |
All Filings in WEC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,044 | 5,918 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $471,994 | 4,077 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $431,120 | 4,088 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $324,175 | 2,829 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $290,718 | 2,790 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $300,457 | 2,757 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $257,857 | 2,742 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $261,513 | 2,719 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $212,155 | 2,704 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $220,245 | 2,682 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $224,228 | 2,664 | Shares | Sole | 2024-02-02 | |
| 2022-03-31 | $352,129 | 3,528 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $227,726 | 2,346 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $405,367 | 4,596 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $383,018 | 4,306 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $389,708 | 4,164 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $420,208 | 4,566 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $453,395 | 4,679 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $413,970 | 4,723 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $412,536 | 4,681 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||