Vestmark Advisory Solutions, Inc.
Position in WEC — Wec Energy Group, Inc.
CIK 1736982
Wakefield, MA
Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,728,483
-$332,053 QoQ
Shares Held
40,494
-7.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#298
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $63,030,703 across 19 Utilities - Regulated Electric names. WEC ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
174,727 | $15,335,788 | |
| 2 | SO |
Southern Co
|
76,426 | $7,314,732 | |
| 3 | AEP |
American Electric Power Co Inc
|
49,974 | $6,836,942 | |
| 4 | D |
Dominion Energy, Inc
|
83,617 | $5,710,204 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
40,494 | $4,728,483 | |
| 6 | ETR |
Entergy Corp /De/
|
37,368 | $4,292,088 | |
| 7 | XEL |
Xcel Energy Inc
|
46,626 | $3,744,067 | |
| 8 | NGG |
National Grid PLC
|
37,747 | $3,128,092 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,728,483 | 40,494 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,060,536 | 43,712 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,010,404 | 47,510 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $825,391 | 7,203 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $756,804 | 7,263 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,487,140 | 13,646 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $617,278 | 6,564 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $643,540 | 6,691 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $528,427 | 6,735 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $550,368 | 6,702 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $555,269 | 6,597 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $565,461 | 7,020 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $889,634 | 10,082 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $947,899 | 10,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $972,759 | 10,375 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $877,396 | 9,811 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $808,642 | 8,035 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $462,020 | 4,629 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $447,007 | 4,605 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $399,898 | 4,534 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $611,353 | 6,873 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $883,021 | 9,435 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $934,656 | 10,156 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $954,658 | 9,852 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $840,300 | 9,587 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $790,966 | 8,975 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||