Position in WEC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$441,507
+$53,215 QoQ
Shares Held
3,781
+12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#787
of 1,383 holders
Holding Since
Mar 2026
2 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, 2026Keudell/Morrison Wealth Management holds $4,691,156 across 9 Utilities - Regulated Electric names. WEC ranks #7 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,201 | $784,922 | |
| 2 | SO |
Southern Co
|
7,697 | $736,679 | |
| 3 | NGG |
National Grid PLC
|
7,886 | $653,512 | |
| 4 | POR |
Portland General Electric Co /Or/
|
11,579 | $600,139 | |
| 5 | FE |
Firstenergy Corp
|
10,627 | $505,207 | |
| 6 | PPL |
PPL Corp
|
12,660 | $460,191 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
3,781 | $441,507 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,908 | $261,033 |
All Filings in WEC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,507 | 3,781 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $388,292 | 3,354 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||