CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1766904
RICHMOND, VA
Position in WEC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$526,277
+$26,273 QoQ
Shares Held
4,507
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#738
of 1,386 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. WEC ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,150 | $890,860 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
4,507 | $526,277 | |
| 3 | DUK |
Duke Energy CORP
|
3,523 | $445,935 | |
| 4 | PPL |
PPL Corp
|
10,603 | $385,413 | |
| 5 | SO |
Southern Co
|
3,536 | $338,425 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,240 | $169,639 | |
| 7 | EVRG |
Evergy, Inc.
|
1,842 | $159,200 | |
| 8 | LNT |
Alliant Energy Corp
|
1,914 | $146,015 |
All Filings in WEC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,277 | 4,507 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $500,004 | 4,319 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $432,275 | 4,099 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $460,647 | 4,020 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $397,727 | 3,817 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $414,445 | 3,803 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $351,988 | 3,743 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $527,737 | 5,487 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $459,381 | 5,855 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $535,502 | 6,521 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $516,801 | 6,140 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $197,911 | 2,457 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $216,188 | 2,450 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $191,381 | 2,019 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $194,176 | 2,071 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $110,603 | 1,099 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $16,376 | 169 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||