Global Trust Asset Management, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1729672
PALM BEACH GARDENS, FL
Position in WEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,320
+$654 QoQ
Shares Held
37
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,321
of 1,386 holders
Holding Since
Mar 2020
17 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, 2026Global Trust Asset Management, LLC holds $7,150,494 across 10 Utilities - Regulated Electric names. WEC ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
72,434 | $6,357,532 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,472 | $338,194 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
2,168 | $175,954 | |
| 4 | DUK |
Duke Energy CORP
|
1,295 | $163,921 | |
| 5 | SO |
Southern Co
|
663 | $63,455 | |
| 6 | LNT |
Alliant Energy Corp
|
500 | $38,145 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
37 | $4,320 | |
| 8 | AEE |
Ameren Corp
|
32 | $3,617 |
All Filings in WEC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,320 | 37 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $3,666 | 32 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,334 | 32 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,487 | 32 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,009 | 32 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,830,385 | 29,428 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,308,920 | 29,428 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,416,627 | 29,428 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,476,954 | 29,428 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,370,425 | 29,428 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,596,726 | 29,428 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,789,480 | 29,428 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,759,169 | 29,428 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,631,746 | 29,428 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,442,450 | 44,142 | Shares | Sole | 2022-07-12 | |
| 2020-06-30 | $3,869,221 | 44,144 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $3,890,410 | 44,144 | Shares | Defined | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||