Position in WEC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$538,192
+$57,515 QoQ
Shares Held
4,609
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#727
of 1,383 holders
Holding Since
Mar 2020
25 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, 2026Keystone Financial Group holds $8,532,558 across 10 Utilities - Regulated Electric names. WEC ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,585 | $1,593,009 | |
| 2 | D |
Dominion Energy, Inc
|
22,438 | $1,532,291 | |
| 3 | NEE |
Nextera Energy Inc
|
16,772 | $1,472,078 | |
| 4 | SO |
Southern Co
|
13,698 | $1,311,035 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,331 | $1,002,954 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
4,609 | $538,192 | |
| 7 | EVRG |
Evergy, Inc.
|
4,342 | $375,279 | |
| 8 | FE |
Firstenergy Corp
|
5,579 | $265,225 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,192 | 4,609 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $480,677 | 4,152 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $266,286 | 2,525 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $363,021 | 3,168 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $317,289 | 3,045 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $331,844 | 3,045 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $298,200 | 3,171 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $304,890 | 3,170 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $248,561 | 3,168 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $263,769 | 3,212 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $270,269 | 3,211 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $247,530 | 3,073 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $268,690 | 3,045 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $285,499 | 3,045 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $272,314 | 3,045 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $303,429 | 3,015 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $300,927 | 3,015 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $292,666 | 3,015 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $283,563 | 3,215 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $285,974 | 3,215 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $300,891 | 3,215 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $295,876 | 3,215 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $316,378 | 3,265 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $252,081 | 2,876 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $265,359 | 3,011 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||