Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,904
+$42 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,314
of 1,383 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Osbon Capital Management LLC holds $49,523 across 9 Utilities - Regulated Electric names. WEC ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
344 | $30,192 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
42 | $4,904 | |
| 3 | EIX |
Edison International
|
43 | $3,201 | |
| 4 | SO |
Southern Co
|
23 | $2,201 | |
| 5 | AEP |
American Electric Power Co Inc
|
16 | $2,188 | |
| 6 | DUK |
Duke Energy CORP
|
16 | $2,025 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
18 | $1,926 | |
| 8 | EVRG |
Evergy, Inc.
|
17 | $1,469 |
All Filings in WEC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,904 | 42 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,862 | 42 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,382 | 70 | Shares | Sole | 2026-03-16 | |
| No filing history on record for this holder in this stock. | ||||||