Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,475,739
-$51,383 QoQ
Shares Held
12,638
-4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
#495
of 1,380 holders
Holding Since
Mar 2020
26 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, 2026IAG Wealth Partners, LLC holds $2,249,022 across 11 Utilities - Regulated Electric names. WEC ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
12,638 | $1,475,739 | |
| 2 | NEE |
Nextera Energy Inc
|
3,200 | $280,864 | |
| 3 | LNT |
Alliant Energy Corp
|
1,580 | $120,538 | |
| 4 | AEE |
Ameren Corp
|
1,019 | $115,187 | |
| 5 | XEL |
Xcel Energy Inc
|
1,276 | $102,462 | |
| 6 | SO |
Southern Co
|
926 | $88,627 | |
| 7 | MGEE |
Mge Energy Inc
|
528 | $43,053 | |
| 8 | DUK |
Duke Energy CORP
|
136 | $17,214 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,475,739 | 12,638 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,527,122 | 13,191 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,070,102 | 10,147 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,223,821 | 10,680 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $632,910 | 6,074 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $661,726 | 6,072 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $554,177 | 5,893 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $470,224 | 4,889 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $369,311 | 4,707 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $587,075 | 7,149 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $331,798 | 3,942 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $368,435 | 4,574 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $335,135 | 3,798 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $333,660 | 3,520 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $338,098 | 3,606 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $181,721 | 2,032 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $204,500 | 2,032 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $202,913 | 2,033 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $208,312 | 2,146 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $169,608 | 1,923 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $175,943 | 1,978 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $185,121 | 1,978 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $190,318 | 2,068 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $200,389 | 2,068 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $159,435 | 1,819 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $160,308 | 1,819 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||