Position in WEC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$650,642
+$254,941 QoQ
Shares Held
5,572
+63.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#675
of 1,383 holders
Holding Since
Sep 2021
9 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, 2026Monument Capital Management holds $5,967,719 across 7 Utilities - Regulated Electric names. WEC ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,996 | $1,367,552 | |
| 2 | ED |
Consolidated Edison Inc
|
12,243 | $1,354,443 | |
| 3 | SO |
Southern Co
|
9,647 | $923,314 | |
| 4 | DUK |
Duke Energy CORP
|
7,137 | $903,401 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
5,572 | $650,642 | |
| 6 | NEE |
Nextera Energy Inc
|
6,019 | $528,287 | |
| 7 | ES |
Eversource Energy
|
3,322 | $240,080 |
All Filings in WEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,642 | 5,572 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $395,701 | 3,418 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $477,206 | 4,525 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $518,519 | 4,525 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $471,505 | 4,525 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $363,666 | 3,337 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $313,811 | 3,337 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $320,664 | 3,334 | Shares | Sole | 2024-10-15 | |
| 2021-09-30 | $212,032 | 2,404 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||