Position in WEC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,200,548
-$18,552 QoQ
Shares Held
27,409
-1.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#353
of 1,386 holders
Holding Since
Jun 2021
20 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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. WEC ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in WEC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,200,548 | 27,409 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,219,100 | 27,806 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,665,712 | 25,277 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,931,414 | 16,855 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,385,339 | 13,295 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,478,313 | 13,565 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,262,957 | 13,430 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,250,051 | 12,997 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,065,537 | 26,326 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,349,699 | 28,613 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,917,813 | 22,785 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,809,958 | 22,470 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,565,201 | 17,738 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,955,043 | 20,625 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $965,165 | 10,294 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $680,025 | 7,604 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $725,111 | 7,205 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $712,144 | 7,135 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $277,523 | 2,859 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $221,307 | 2,488 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||