Strategic Investment Advisors / MI
Position in WEC — Wec Energy Group, Inc.
CIK 1760540
FARMINGTON HILLS, MI
Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,134,654
+$8,328 QoQ
Shares Held
9,717
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#546
of 1,386 holders
Holding Since
Dec 2024
6 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, 2026Strategic Investment Advisors / MI holds $14,065,737 across 16 Utilities - Regulated Electric names. WEC ranks #7 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
22,460 | $1,672,147 | |
| 2 | ED |
Consolidated Edison Inc
|
13,719 | $1,517,732 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
15,846 | $1,286,061 | |
| 4 | PPL |
PPL Corp
|
33,825 | $1,229,538 | |
| 5 | DTE |
Dte Energy Co
|
7,903 | $1,204,180 | |
| 6 | FE |
Firstenergy Corp
|
24,222 | $1,151,513 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
9,717 | $1,134,654 | |
| 8 | DUK |
Duke Energy CORP
|
7,712 | $976,184 |
All Filings in WEC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134,654 | 9,717 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,126,326 | 9,729 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $224,481 | 1,959 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $299,262 | 2,872 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $239,756 | 2,200 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $213,658 | 2,272 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||