Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$344,354
+$16,262 QoQ
Shares Held
2,949
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#875
of 1,383 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $9,913,210 across 15 Utilities - Regulated Electric names. WEC ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,953 | $2,102,354 | |
| 2 | SO |
Southern Co
|
20,203 | $1,933,629 | |
| 3 | DUK |
Duke Energy CORP
|
9,078 | $1,149,093 | |
| 4 | XEL |
Xcel Energy Inc
|
8,793 | $706,077 | |
| 5 | D |
Dominion Energy, Inc
|
10,328 | $705,299 | |
| 6 | ETR |
Entergy Corp /De/
|
5,248 | $602,785 | |
| 7 | EXC |
Exelon Corp
|
11,869 | $553,332 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
2,949 | $344,354 |
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,354 | 2,949 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $328,092 | 2,834 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $290,753 | 2,757 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $316,955 | 2,766 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $286,550 | 2,750 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $270,052 | 2,478 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $232,090 | 2,468 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $229,389 | 2,385 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||