Position in WEC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$458,672
+$3,581 QoQ
Shares Held
3,928
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#776
of 1,386 holders
Holding Since
Sep 2024
7 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, 2026Zhang Financial LLC holds $2,962,488 across 7 Utilities - Regulated Electric names. WEC ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,432 | $1,091,156 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
3,928 | $458,672 | |
| 3 | DTE |
Dte Energy Co
|
2,392 | $364,469 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,381 | $325,744 | |
| 5 | SO |
Southern Co
|
3,350 | $320,628 | |
| 6 | DUK |
Duke Energy CORP
|
1,592 | $201,515 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
1,872 | $200,304 |
All Filings in WEC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,672 | 3,928 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $455,091 | 3,931 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $421,418 | 3,996 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $457,901 | 3,996 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $541,303 | 4,967 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $466,532 | 4,961 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $718,656 | 7,472 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||