Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,535,795
+$193,400 QoQ
Shares Held
30,280
+4.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#339
of 1,386 holders
Holding Since
Mar 2025
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, 2026Keebeck Wealth Management holds $6,920,573 across 7 Utilities - Regulated Electric names. WEC ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
30,280 | $3,535,795 | |
| 2 | NEE |
Nextera Energy Inc
|
14,475 | $1,270,470 | |
| 3 | SO |
Southern Co
|
8,069 | $772,283 | |
| 4 | ED |
Consolidated Edison Inc
|
3,633 | $401,918 | |
| 5 | DUK |
Duke Energy CORP
|
2,968 | $375,689 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,169 | $296,740 | |
| 7 | AEE |
Ameren Corp
|
2,368 | $267,678 |
All Filings in WEC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,535,795 | 30,280 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $3,342,395 | 28,871 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,199,733 | 39,823 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $4,766,485 | 41,596 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,429,229 | 42,507 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,011,771 | 27,636 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||