Position in WEC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$46,590
+$4,617 QoQ
Shares Held
399
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,175
of 1,383 holders
Holding Since
Dec 2021
18 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, 2026MARYLAND CAPITAL ADVISORS INC. holds $76,016 across 25 Utilities - Regulated Electric names. WEC ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
399 | $46,590 | |
| 2 | ED |
Consolidated Edison Inc
|
230 | $25,444 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
12 | $1,284 | |
| 4 | NEE |
Nextera Energy Inc
|
2 | $175 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
2 | $162 | |
| 6 | XEL |
Xcel Energy Inc
|
2 | $160 | |
| 7 | DTE |
Dte Energy Co
|
1 | $152 | |
| 8 | LNT |
Alliant Energy Corp
|
2 | $152 |
All Filings in WEC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,590 | 399 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $41,973 | 398 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $45,606 | 398 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $41,471 | 398 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $45,553 | 418 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $39,308 | 418 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $40,203 | 418 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $32,796 | 418 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $34,326 | 418 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $35,183 | 418 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $33,669 | 418 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $36,884 | 418 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $39,622 | 418 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $39,191 | 418 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $35,145 | 393 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $39,551 | 393 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $39,225 | 393 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $38,148 | 393 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||