Biltmore Family Office, LLC
Family OfficePosition in WEC — Wec Energy Group, Inc.
CIK 1731123
CHARLOTTE, NC
Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$200,377
-$8,240 QoQ
Shares Held
1,716
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,088
of 1,386 holders
Holding Since
Mar 2026
2 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, 2026Biltmore Family Office, LLC holds $6,415,812 across 7 Utilities - Regulated Electric names. WEC ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
29,522 | $2,825,550 | |
| 2 | DUK |
Duke Energy CORP
|
14,429 | $1,826,422 | |
| 3 | NEE |
Nextera Energy Inc
|
9,013 | $791,071 | |
| 4 | ETR |
Entergy Corp /De/
|
2,840 | $326,202 | |
| 5 | ED |
Consolidated Edison Inc
|
2,198 | $243,164 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,484 | $203,026 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
1,716 | $200,377 |
All Filings in WEC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,377 | 1,716 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $208,617 | 1,802 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||