BRANDYWINE OAK PRIVATE WEALTH LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1764694
Kennett Square, PA
Position in WEC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$442,675
-$29 QoQ
Shares Held
3,791
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#787
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $4,115,416 across 6 Utilities - Regulated Electric names. WEC ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,785 | $1,749,115 | |
| 2 | NEE |
Nextera Energy Inc
|
8,225 | $721,908 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
3,791 | $442,675 | |
| 4 | DUK |
Duke Energy CORP
|
3,411 | $431,764 | |
| 5 | SO |
Southern Co
|
4,088 | $391,262 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,666 | $378,692 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,675 | 3,791 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $442,704 | 3,824 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $399,798 | 3,791 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $434,410 | 3,791 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $399,294 | 3,832 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $417,611 | 3,832 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $360,643 | 3,835 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $368,850 | 3,835 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $300,972 | 3,836 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $348,106 | 4,239 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $323,128 | 3,839 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $317,367 | 3,940 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $347,753 | 3,941 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $379,444 | 4,003 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $391,072 | 4,171 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $409,410 | 4,578 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $464,755 | 4,618 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $460,722 | 4,616 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $461,567 | 4,755 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $399,987 | 4,535 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $403,388 | 4,535 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $424,805 | 4,539 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $415,423 | 4,514 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $426,650 | 4,403 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $379,436 | 4,329 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $317,444 | 3,602 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||