Position in WEC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,264,735
+$4,348 QoQ
Shares Held
10,831
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#522
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Venture Visionary Partners LLC holds $30,705,129 across 12 Utilities - Regulated Electric names. WEC ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,917 | $12,192,745 | |
| 2 | AEP |
American Electric Power Co Inc
|
66,046 | $9,035,753 | |
| 3 | CMS |
Cms Energy Corp
|
27,458 | $2,100,537 | |
| 4 | SO |
Southern Co
|
20,384 | $1,950,952 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
10,831 | $1,264,735 | |
| 6 | DUK |
Duke Energy CORP
|
7,244 | $916,945 | |
| 7 | D |
Dominion Energy, Inc
|
11,345 | $774,750 | |
| 8 | ED |
Consolidated Edison Inc
|
6,279 | $694,645 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,264,735 | 10,831 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,260,387 | 10,887 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,144,873 | 10,856 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,250,864 | 10,916 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,139,010 | 10,931 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,181,888 | 10,845 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,029,173 | 10,944 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $1,050,093 | 10,918 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $853,252 | 10,875 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $892,890 | 10,873 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $915,180 | 10,873 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $660,671 | 8,202 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $728,156 | 8,252 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $782,207 | 8,252 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $768,175 | 8,193 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $733,415 | 8,201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $825,348 | 8,201 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $818,541 | 8,201 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $791,605 | 8,155 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $686,372 | 7,782 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $724,675 | 8,147 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $761,261 | 8,134 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $745,719 | 8,103 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $302,618 | 3,123 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $273,730 | 3,123 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $275,229 | 3,123 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||