Apollon Wealth Management, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,756,921
+$574,794 QoQ
Shares Held
15,046
+47.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#463
of 1,386 holders
Holding Since
Jun 2020
24 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, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. WEC ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,756,921 | 15,046 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,182,127 | 10,211 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,054,178 | 9,996 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,276,188 | 11,137 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,048,043 | 10,058 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,048,823 | 9,624 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $852,566 | 9,066 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $855,136 | 8,891 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $751,882 | 9,583 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $796,974 | 9,705 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $696,759 | 8,278 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $376,410 | 4,673 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $491,055 | 5,565 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $534,426 | 5,638 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $617,222 | 6,583 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $877,040 | 9,807 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $939,071 | 9,331 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $974,944 | 9,768 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,009,722 | 10,402 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $877,501 | 9,949 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $879,359 | 9,886 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $970,715 | 10,372 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $446,321 | 4,606 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $168,638 | 1,924 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||