Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,677
+$100 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,276
of 1,386 holders
Holding Since
Dec 2020
23 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, 2026HighMark Wealth Management LLC holds $1,150,324 across 7 Utilities - Regulated Electric names. WEC ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
13,138 | $1,054,981 | |
| 2 | SO |
Southern Co
|
623 | $59,627 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
100 | $11,677 | |
| 4 | DUK |
Duke Energy CORP
|
87 | $11,012 | |
| 5 | ETR |
Entergy Corp /De/
|
68 | $7,810 | |
| 6 | CNP |
Centerpoint Energy Inc
|
91 | $4,007 | |
| 7 | KEP |
Korea Electric Power Corp
|
100 | $1,210 |
All Filings in WEC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,677 | 100 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,577 | 100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,546 | 100 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,459 | 100 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $10,420 | 100 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $10,898 | 100 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,404 | 100 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,618 | 100 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,846 | 100 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $8,212 | 100 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,417 | 100 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $8,055 | 100 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $8,824 | 100 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,479 | 100 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $9,376 | 100 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $8,943 | 100 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $10,064 | 100 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $9,981 | 100 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,707 | 100 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $8,820 | 100 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,895 | 100 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $9,359 | 100 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $9,203 | 100 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||