Position in WEC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$24,872
+$4,150 QoQ
Shares Held
213
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,226
of 1,383 holders
Holding Since
Dec 2022
9 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, 2026Richard W. Paul & Associates, LLC holds $3,340,147 across 11 Utilities - Regulated Electric names. WEC ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
21,898 | $1,495,414 | |
| 2 | NEE |
Nextera Energy Inc
|
13,660 | $1,198,938 | |
| 3 | PPL |
PPL Corp
|
7,416 | $269,571 | |
| 4 | CNP |
Centerpoint Energy Inc
|
5,893 | $259,527 | |
| 5 | FE |
Firstenergy Corp
|
625 | $29,712 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
213 | $24,872 | |
| 7 | NGG |
National Grid PLC
|
285 | $23,617 | |
| 8 | DUK |
Duke Energy CORP
|
149 | $18,860 |
All Filings in WEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,872 | 213 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $20,722 | 179 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,542 | 81 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,281 | 81 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,336 | 80 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,827 | 81 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,617 | 81 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,598 | 79 | Shares | Sole | 2024-10-17 | |
| 2022-12-31 | $30,003 | 320 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||