Prime Capital Investment Advisors, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1731446
OVERLAND PARK, KS
Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$671,544
-$21,802 QoQ
Shares Held
5,751
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#668
of 1,386 holders
Holding Since
Dec 2022
14 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, 2026Prime Capital Investment Advisors, LLC holds $33,693,607 across 19 Utilities - Regulated Electric names. WEC ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
67,096 | $8,493,011 | |
| 2 | NEE |
Nextera Energy Inc
|
69,679 | $6,115,725 | |
| 3 | SO |
Southern Co
|
44,967 | $4,303,791 | |
| 4 | ETR |
Entergy Corp /De/
|
33,882 | $3,891,686 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,630 | $3,643,250 | |
| 6 | D |
Dominion Energy, Inc
|
20,923 | $1,428,831 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
5,751 | $671,544 | |
| 8 | CNP |
Centerpoint Energy Inc
|
14,538 | $640,253 |
All Filings in WEC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,544 | 5,751 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $693,346 | 5,989 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $607,449 | 5,760 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $673,216 | 5,875 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $588,209 | 5,645 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $754,359 | 6,922 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $518,724 | 5,516 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $530,721 | 5,518 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $443,299 | 5,650 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $440,984 | 5,370 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $446,858 | 5,309 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $351,198 | 4,360 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $390,020 | 4,420 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $407,762 | 4,349 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||