Hennion & Walsh Asset Management, Inc.
Position in WEC — Wec Energy Group, Inc.
CIK 1861642
Parsippany, NJ
Position in WEC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,590,579
+$330,822 QoQ
Shares Held
39,313
+6.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#23
of 208 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $87,228,336 across 30 Utilities - Regulated Electric names. WEC ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
56,053 | $7,668,610 | |
| 2 | NEE |
Nextera Energy Inc
|
78,023 | $6,848,078 | |
| 3 | DUK |
Duke Energy CORP
|
42,686 | $5,403,193 | |
| 4 | DTE |
Dte Energy Co
|
33,731 | $5,139,592 | |
| 5 | XEL |
Xcel Energy Inc
|
58,481 | $4,696,024 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
39,313 | $4,590,579 | |
| 7 | AEE |
Ameren Corp
|
37,971 | $4,292,241 | |
| 8 | LNT |
Alliant Energy Corp
|
54,277 | $4,140,792 |
All Filings in WEC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,590,579 | 39,313 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,259,757 | 36,795 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,596,924 | 34,107 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,942,468 | 34,405 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,566,349 | 34,226 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,626,527 | 33,277 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,876,307 | 30,586 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,833,751 | 29,463 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,467,488 | 31,449 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,637,037 | 32,112 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,784,427 | 33,081 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,693,028 | 33,433 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,008,631 | 34,096 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,373,231 | 46,136 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,071,715 | 43,427 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,611,994 | 51,571 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,925,079 | 58,874 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,341,823 | 73,558 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,177,744 | 73,944 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,593,832 | 74,760 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,260,123 | 70,378 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,171,970 | 55,262 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||