Global Retirement Partners, LLC
PensionPosition in WEC — Wec Energy Group, Inc.
CIK 1749744
San Rafael, CA
Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,710,366
+$655,401 QoQ
Shares Held
31,775
+9.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#330
of 1,386 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. WEC ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in WEC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,710,366 | 31,775 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $3,054,965 | 28,968 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,716,699 | 23,708 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,356,170 | 22,612 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,013,772 | 21,414 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,991,406 | 20,705 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $736,425 | 9,386 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $397,460 | 4,840 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $944,639 | 11,223 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,016,782 | 12,623 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,086,763 | 12,316 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $743,911 | 7,848 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $246,963 | 2,634 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $234,127 | 2,618 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $264,683 | 2,630 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $258,208 | 2,587 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $241,227 | 2,735 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $243,278 | 2,735 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,994 | 32 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,944 | 32 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,100 | 32 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,804 | 32 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $5,728 | 65 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||