Position in WEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$524,764
+$17,808 QoQ
Shares Held
4,494
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#740
of 1,386 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Crewe Advisors LLC holds $3,321,377 across 23 Utilities - Regulated Electric names. WEC ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,391 | $682,392 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
4,494 | $524,764 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
|
5,970 | $427,571 | |
| 4 | NEE |
Nextera Energy Inc
|
3,830 | $336,159 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
2,618 | $280,126 | |
| 6 | PPL |
PPL Corp
|
7,270 | $264,264 | |
| 7 | ETR |
Entergy Corp /De/
|
1,456 | $167,236 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,172 | $160,341 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,764 | 4,494 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $506,956 | 4,379 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $458,751 | 4,350 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $495,257 | 4,322 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $448,476 | 4,304 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $464,690 | 4,264 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $398,259 | 4,235 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $353,846 | 3,679 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $286,771 | 3,655 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $299,081 | 3,642 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $302,045 | 3,423 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $322,286 | 3,400 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $316,533 | 3,376 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $309,874 | 3,465 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,685 | 3,415 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $339,354 | 3,400 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $328,096 | 3,380 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $289,560 | 3,283 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $290,510 | 3,266 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $305,664 | 3,266 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $300,569 | 3,266 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $316,475 | 3,266 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $286,264 | 3,266 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $267,827 | 3,039 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||