Position in WEC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$928,087
+$536,023 QoQ
Shares Held
7,948
+59.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#592
of 1,386 holders
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $17,671,449 across 14 Utilities - Regulated Electric names. WEC ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,639 | $4,971,205 | |
| 2 | SO |
Southern Co
|
23,814 | $2,279,237 | |
| 3 | DUK |
Duke Energy CORP
|
17,603 | $2,228,187 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,950 | $1,498,069 | |
| 5 | D |
Dominion Energy, Inc
|
18,843 | $1,286,788 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
7,948 | $928,087 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
10,699 | $868,330 | |
| 8 | ETR |
Entergy Corp /De/
|
7,332 | $842,153 |
All Filings in WEC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,087 | 7,948 | Shares | Sole | 2026-07-22 | |
| 2024-06-30 | $392,064 | 4,997 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||