Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$607,787
+$9,488 QoQ
Shares Held
5,205
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#691
of 1,380 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TSFG, LLC holds $1,976,409 across 22 Utilities - Regulated Electric names. WEC ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
5,205 | $607,787 | |
| 2 | EXC |
Exelon Corp
|
7,216 | $336,409 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,391 | $190,302 | |
| 4 | ETR |
Entergy Corp /De/
|
1,118 | $128,413 | |
| 5 | NEE |
Nextera Energy Inc
|
1,306 | $114,627 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
944 | $76,615 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
669 | $71,583 | |
| 8 | ED |
Consolidated Edison Inc
|
598 | $66,156 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,787 | 5,205 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $598,299 | 5,168 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $541,220 | 5,132 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $584,179 | 5,098 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $101,595 | 975 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $106,146 | 974 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $253,813 | 2,699 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $248,144 | 2,580 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $202,426 | 2,580 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $207,763 | 2,530 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $212,950 | 2,530 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $203,791 | 2,530 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $196,334 | 2,225 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $210,528 | 2,221 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $208,240 | 2,221 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $198,624 | 2,221 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $223,521 | 2,221 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $221,678 | 2,221 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $215,592 | 2,221 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $195,892 | 2,221 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $197,557 | 2,221 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $207,863 | 2,221 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $204,398 | 2,221 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $215,214 | 2,221 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $194,670 | 2,221 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $192,828 | 2,188 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||