Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,860,551
+$352,583 QoQ
Shares Held
41,625
+6.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
5.46%
of 13F equity value
Holder Rank
#293
of 1,386 holders
Holding Since
Dec 2020
13 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, 2026Castellan Group holds $14,524,161 across 3 Utilities - Regulated Electric names. WEC ranks #2 (33.5% of the industry book) .
All Filings in WEC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,860,551 | 41,625 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,507,968 | 38,939 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,706,813 | 35,149 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,845,182 | 33,556 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,379,622 | 32,434 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,326,832 | 30,527 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,616,778 | 38,460 | Shares | Sole | 2025-01-29 | |
| 2022-03-31 | $2,627,997 | 26,330 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $2,253,480 | 23,215 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $2,037,420 | 23,100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $796,992 | 8,960 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $898,464 | 9,600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $883,488 | 9,600 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||