Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$377,984
+$24,191 QoQ
Shares Held
3,237
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#846
of 1,393 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 88%
Shared 10%
None 2%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Gryphon Financial Partners LLC holds $9,931,415 across 7 Utilities - Regulated Electric names. WEC ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
31,830 | $4,354,662 | |
| 2 | NEE |
Nextera Energy Inc
|
37,448 | $3,286,810 | |
| 3 | DUK |
Duke Energy CORP
|
8,787 | $1,112,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
3,237 | $377,984 | |
| 5 | KEP |
Korea Electric Power Corp
|
24,848 | $300,660 | |
| 6 | SO |
Southern Co
|
3,123 | $298,902 | |
| 7 | EXC |
Exelon Corp
|
4,293 | $200,139 |
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,984 | 3,237 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $353,793 | 3,056 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $309,841 | 2,938 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $293,694 | 2,563 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $331,355 | 3,180 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $347,645 | 3,190 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $292,087 | 3,106 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $296,426 | 3,082 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||