Position in WEC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$353,793
+$43,952 QoQ
Shares Held
3,056
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 87%
Shared 11%
None 2%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Gryphon Financial Partners LLC holds $9,096,040 across 6 Utilities - Regulated Electric names. WEC ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
30,923 | $4,053,386 | |
| 2 | NEE |
Nextera Energy Inc
|
33,714 | $3,131,356 | |
| 3 | DUK |
Duke Energy CORP
|
7,309 | $957,040 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
3,056 | $353,793 | |
| 5 | KEP |
Korea Electric Power Corp
|
22,204 | $316,407 | |
| 6 | SO |
Southern Co
|
2,943 | $284,058 |
All Filings in WEC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||