Position in WEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,860,511
-$213,643 QoQ
Shares Held
24,497
-7.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#371
of 1,383 holders
Holding Since
Dec 2021
16 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, 2026Ascent Group, LLC holds $40,870,391 across 22 Utilities - Regulated Electric names. WEC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
32,913 | $4,502,824 | |
| 2 | D |
Dominion Energy, Inc
|
45,689 | $3,120,098 | |
| 3 | EIX |
Edison International
|
39,859 | $2,967,500 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
24,497 | $2,860,511 | |
| 5 | NEE |
Nextera Energy Inc
|
30,432 | $2,671,013 | |
| 6 | EXC |
Exelon Corp
|
54,024 | $2,518,597 | |
| 7 | FE |
Firstenergy Corp
|
49,162 | $2,337,159 | |
| 8 | PPL |
PPL Corp
|
60,603 | $2,202,917 |
All Filings in WEC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,860,511 | 24,497 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,074,154 | 26,554 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,034,399 | 28,773 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $3,384,070 | 29,532 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $1,979,799 | 19,000 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $1,928,725 | 17,698 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,487,053 | 15,813 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $1,502,908 | 15,626 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,355,631 | 17,278 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,542,049 | 18,778 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,513,713 | 17,984 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $430,264 | 4,589 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $655,969 | 7,335 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $487,500 | 4,844 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $329,672 | 3,303 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $314,215 | 3,237 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||