Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,861,817
+$2,376,836 QoQ
Shares Held
33,072
+157.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#323
of 1,386 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names. WEC ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
|
18,645 | $869,229 |
All Filings in WEC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,861,817 | 33,072 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,484,981 | 12,827 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,471,272 | 13,951 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,198,206 | 27,910 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,659,801 | 15,929 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,367,045 | 21,720 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,493,094 | 26,511 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,966,303 | 20,444 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,970,130 | 25,110 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,028,774 | 24,705 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,551,084 | 18,428 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,029,698 | 25,198 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,772,212 | 20,084 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,952,863 | 20,602 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,319,997 | 24,744 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,720,096 | 19,234 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,935,407 | 19,231 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,625,405 | 16,285 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,582,532 | 16,303 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||