Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,564,718
+$356,311 QoQ
Shares Held
13,400
+28.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#485
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026Snowden Capital Advisors LLC holds $38,563,016 across 20 Utilities - Regulated Electric names. WEC ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
158,439 | $13,906,191 | |
| 2 | DUK |
Duke Energy CORP
|
33,356 | $4,222,202 | |
| 3 | AEP |
American Electric Power Co Inc
|
22,744 | $3,111,606 | |
| 4 | ED |
Consolidated Edison Inc
|
27,388 | $3,029,934 | |
| 5 | SO |
Southern Co
|
21,861 | $2,092,316 | |
| 6 | NGG |
National Grid PLC
|
22,192 | $1,839,051 | |
| 7 | D |
Dominion Energy, Inc
|
24,719 | $1,688,060 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
13,400 | $1,564,718 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,564,718 | 13,400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,208,407 | 10,438 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $881,012 | 8,354 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $913,855 | 7,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $734,297 | 7,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,066,478 | 9,786 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $759,373 | 8,075 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $797,620 | 8,293 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $577,151 | 7,356 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $535,258 | 6,518 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $580,520 | 6,897 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $586,967 | 7,287 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $712,361 | 8,073 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $758,130 | 7,998 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $662,414 | 7,065 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $686,017 | 7,671 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $781,368 | 7,764 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $852,776 | 8,544 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $97,070 | 1,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $607,080 | 6,883 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $702,438 | 7,897 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $616,383 | 6,586 | Shares | Sole | 2024-01-08 | |
| 2020-12-31 | $322,197 | 3,501 | Shares | Sole | 2024-01-08 | |
| 2020-09-30 | $231,203 | 2,386 | Shares | Sole | 2024-01-08 | |
| 2020-06-30 | $222,368 | 2,537 | Shares | Sole | 2024-01-08 | |
| 2020-03-31 | $235,130 | 2,668 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||