Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$348,091
+$16,179 QoQ
Shares Held
2,981
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#874
of 1,386 holders
Holding Since
Mar 2026
2 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, 2026Madison Wealth Partners, Inc holds $5,479,761 across 8 Utilities - Regulated Electric names. WEC ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGEE |
Mge Energy Inc
|
31,812 | $2,593,950 | |
| 2 | LNT |
Alliant Energy Corp
|
13,438 | $1,025,185 | |
| 3 | NEE |
Nextera Energy Inc
|
5,732 | $503,097 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
2,981 | $348,091 | |
| 5 | DUK |
Duke Energy CORP
|
2,378 | $301,007 | |
| 6 | ED |
Consolidated Edison Inc
|
2,462 | $272,371 | |
| 7 | XEL |
Xcel Energy Inc
|
2,869 | $230,380 | |
| 8 | SO |
Southern Co
|
2,149 | $205,680 |
All Filings in WEC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,091 | 2,981 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $331,912 | 2,867 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||