Position in WEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$304,769
+$2,610 QoQ
Shares Held
2,610
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#935
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, 2026MTM Investment Management, LLC holds $7,779,629 across 15 Utilities - Regulated Electric names. WEC ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
43,669 | $4,179,559 | |
| 2 | DUK |
Duke Energy CORP
|
12,516 | $1,584,275 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
2,610 | $304,769 | |
| 4 | CNP |
Centerpoint Energy Inc
|
6,167 | $271,594 | |
| 5 | D |
Dominion Energy, Inc
|
3,540 | $241,746 | |
| 6 | EXC |
Exelon Corp
|
5,148 | $239,999 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,643 | $224,778 | |
| 8 | NEE |
Nextera Energy Inc
|
2,242 | $196,780 |
All Filings in WEC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,769 | 2,610 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $302,159 | 2,610 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $275,250 | 2,610 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $300,798 | 2,625 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $283,424 | 2,720 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $286,072 | 2,625 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $261,901 | 2,785 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $269,304 | 2,800 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $222,041 | 2,830 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $232,399 | 2,830 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $238,201 | 2,830 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $227,956 | 2,830 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $249,719 | 2,830 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $268,255 | 2,830 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $265,340 | 2,830 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $253,086 | 2,830 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $284,811 | 2,830 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $282,462 | 2,830 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $274,708 | 2,830 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $249,606 | 2,830 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $251,728 | 2,830 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $264,859 | 2,830 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $263,205 | 2,860 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||