Position in WEC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$259,229
+$11,482 QoQ
Shares Held
2,220
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#985
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names. WEC ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
|
3,524 | $240,653 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,229 | 2,220 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $247,747 | 2,140 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $233,593 | 2,215 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $216,804 | 1,892 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $172,242 | 1,653 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $37,162 | 341 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $24,074 | 256 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $26,064 | 271 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $28,480 | 363 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $30,795 | 375 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $27,944 | 332 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $34,233 | 425 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $54,179 | 614 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $58,295 | 615 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $49,505 | 528 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $47,755 | 534 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $51,829 | 515 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $51,102 | 512 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $49,408 | 509 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $44,629 | 506 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $48,033 | 540 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $33,785 | 361 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $49,051 | 533 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $51,357 | 530 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $46,191 | 527 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $46,180 | 524 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||