Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,654,065
+$333,687 QoQ
Shares Held
22,729
+13.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#379
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. WEC ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
30,300 | $2,659,431 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
22,729 | $2,654,065 | |
| 3 | DUK |
Duke Energy CORP
|
18,450 | $2,335,401 | |
| 4 | NGG |
National Grid PLC
|
22,309 | $1,848,746 | |
| 5 | FE |
Firstenergy Corp
|
37,597 | $1,787,361 | |
| 6 | PPL |
PPL Corp
|
34,332 | $1,247,968 | |
| 7 | XEL |
Xcel Energy Inc
|
12,129 | $973,958 | |
| 8 | SO |
Southern Co
|
7,678 | $734,861 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,654,065 | 22,729 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,320,378 | 20,043 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,528,009 | 14,489 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,668,544 | 14,561 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,513,505 | 14,525 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,570,074 | 14,407 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,325,023 | 14,090 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,344,596 | 13,980 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $718,850 | 9,162 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $688,247 | 8,381 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $793,133 | 9,423 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $799,297 | 9,923 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $867,222 | 9,828 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $936,240 | 9,877 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $909,096 | 9,696 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $868,364 | 9,710 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $968,257 | 9,621 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $989,615 | 9,915 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $932,356 | 9,605 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $676,670 | 7,672 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $677,976 | 7,622 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $583,159 | 6,231 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $689,948 | 7,497 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $687,021 | 7,090 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $595,494 | 6,794 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $625,458 | 7,097 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||