Position in WEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$994,646
-$49 QoQ
Shares Held
8,518
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#579
of 1,383 holders
Holding Since
Dec 2022
14 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, 2026Intrua Financial, LLC holds $9,051,855 across 18 Utilities - Regulated Electric names. WEC ranks #1 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
8,518 | $994,646 | |
| 2 | ES |
Eversource Energy
|
11,982 | $865,939 | |
| 3 | NEE |
Nextera Energy Inc
|
9,668 | $848,560 | |
| 4 | EIX |
Edison International
|
8,853 | $659,105 | |
| 5 | EVRG |
Evergy, Inc.
|
7,193 | $621,690 | |
| 6 | DUK |
Duke Energy CORP
|
4,589 | $580,875 | |
| 7 | SO |
Southern Co
|
5,633 | $539,134 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,834 | $524,529 |
All Filings in WEC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,646 | 8,518 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $994,695 | 8,592 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $873,736 | 8,285 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $912,021 | 7,959 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $863,922 | 8,291 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $917,284 | 8,417 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $794,543 | 8,449 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $793,485 | 8,250 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $444,475 | 5,665 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $465,127 | 5,664 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $497,865 | 5,915 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $212,217 | 2,405 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $228,349 | 2,409 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $253,620 | 2,705 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||