Position in WEC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$49,393
+$423 QoQ
Shares Held
423
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,172
of 1,383 holders
Holding Since
Dec 2024
6 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, 2026HOEY INVESTMENTS, INC holds $235,297 across 7 Utilities - Regulated Electric names. WEC ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,048 | $91,982 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
423 | $49,393 | |
| 3 | EIX |
Edison International
|
586 | $43,627 | |
| 4 | DUK |
Duke Energy CORP
|
300 | $37,974 | |
| 5 | AEP |
American Electric Power Co Inc
|
60 | $8,208 | |
| 6 | PPL |
PPL Corp
|
100 | $3,635 | |
| 7 | SO |
Southern Co
|
5 | $478 |
All Filings in WEC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,393 | 423 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $48,970 | 423 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $44,609 | 423 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $48,471 | 423 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,076 | 423 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $42,318 | 450 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||