Position in WEC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,701,455
+$414,440 QoQ
Shares Held
14,571
+31.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#471
of 1,386 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Wealth, LLC holds $27,619,902 across 17 Utilities - Regulated Electric names. WEC ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
107,595 | $9,443,613 | |
| 2 | D |
Dominion Energy, Inc
|
79,128 | $5,403,651 | |
| 3 | WEC |
Wec Energy Group, Inc.
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|
14,571 | $1,701,455 | |
| 4 | PPL |
PPL Corp
|
37,139 | $1,350,002 | |
| 5 | SO |
Southern Co
|
13,889 | $1,329,316 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,175 | $1,255,231 | |
| 7 | ETR |
Entergy Corp /De/
|
9,666 | $1,110,236 | |
| 8 | NGG |
National Grid PLC
|
12,525 | $1,037,946 |
All Filings in WEC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,701,455 | 14,571 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,287,015 | 11,117 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,315,402 | 12,473 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,214,997 | 10,603 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $891,431 | 8,555 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $828,465 | 7,602 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $746,583 | 7,939 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $700,094 | 7,279 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $552,358 | 7,040 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $585,187 | 7,126 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $556,279 | 6,609 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $577,140 | 7,165 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $658,888 | 7,467 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $674,620 | 7,117 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $656,226 | 6,999 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $613,489 | 6,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $705,083 | 7,006 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||