Position in WEC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,934,519
+$1,567,197 QoQ
Shares Held
111,726
+3.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1.5698980550806878.ToString("F0")%
Shared 0.ToString("F0")%
None 98.43010194491931.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Sanctuary Advisors, LLC holds $215,956,299 across 28 Utilities - Regulated Electric names. WEC ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
587,643 | $54,580,281 | |
| 2 | SO |
Southern Co
|
402,801 | $38,878,352 | |
| 3 | DUK |
Duke Energy CORP
|
213,324 | $27,932,644 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
111,726 | $12,934,519 | |
| 5 | ETR |
Entergy Corp /De/
|
113,162 | $12,714,882 | |
| 6 | D |
Dominion Energy, Inc
|
203,949 | $12,608,127 | |
| 7 | ES |
Eversource Energy
|
118,262 | $8,193,191 | |
| 8 | ED |
Consolidated Edison Inc
|
49,801 | $5,636,477 |
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,934,519 | 111,726 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,367,322 | 107,788 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,893,181 | 103,789 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $10,381,133 | 99,627 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $10,026,595 | 92,004 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $8,946,401 | 95,134 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,755,650 | 91,034 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $6,205,009 | 79,085 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||