Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$551,621
+$12,828 QoQ
Shares Held
4,724
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#721
of 1,383 holders
Holding Since
Mar 2024
7 quarters on record
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Simplicity Wealth,LLC holds $14,821,898 across 17 Utilities - Regulated Electric names. WEC ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
43,287 | $4,142,998 | |
| 2 | NEE |
Nextera Energy Inc
|
27,863 | $2,445,535 | |
| 3 | DUK |
Duke Energy CORP
|
10,453 | $1,323,140 | |
| 4 | ED |
Consolidated Edison Inc
|
10,572 | $1,169,580 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,002 | $957,943 | |
| 6 | D |
Dominion Energy, Inc
|
12,732 | $869,468 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
4,724 | $551,621 | |
| 8 | EVRG |
Evergy, Inc.
|
6,285 | $543,212 |
All Filings in WEC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,621 | 4,724 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $538,793 | 4,654 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $482,901 | 4,579 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $559,772 | 4,885 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $562,888 | 5,402 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $619,520 | 7,896 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $634,869 | 7,731 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||