Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$123,776
+$1,755 QoQ
Shares Held
1,060
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,121
of 1,386 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $924,576 across 23 Utilities - Regulated Electric names. WEC ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,471 | $392,419 | |
| 2 | AEP |
American Electric Power Co Inc
|
961 | $131,474 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
1,060 | $123,776 | |
| 4 | LNT |
Alliant Energy Corp
|
1,412 | $107,721 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
589 | $47,803 | |
| 6 | DUK |
Duke Energy CORP
|
268 | $33,923 | |
| 7 | ES |
Eversource Energy
|
422 | $30,497 | |
| 8 | SO |
Southern Co
|
308 | $29,478 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,776 | 1,060 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $122,021 | 1,054 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $111,154 | 1,054 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $121,236 | 1,058 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $109,826 | 1,054 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $114,864 | 1,054 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $99,118 | 1,054 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $103,874 | 1,080 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $80,656 | 1,028 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $84,419 | 1,028 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $88,967 | 1,057 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $84,738 | 1,052 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $89,298 | 1,012 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $94,790 | 1,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $93,760 | 1,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $89,430 | 1,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $100,640 | 1,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $99,810 | 1,000 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $97,070 | 1,000 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $88,200 | 1,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $88,950 | 1,000 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $114,366 | 1,222 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $112,460 | 1,222 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $118,411 | 1,222 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||