New England Capital Financial Advisors LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1964652
MERIDEN, CT
Position in WEC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$32,695
+$280 QoQ
Shares Held
280
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,197
of 1,380 holders
Holding Since
Dec 2024
7 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, 2026New England Capital Financial Advisors LLC holds $1,044,930 across 12 Utilities - Regulated Electric names. WEC ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
8,865 | $640,673 | |
| 2 | DUK |
Duke Energy CORP
|
1,270 | $160,756 | |
| 3 | LNT |
Alliant Energy Corp
|
1,486 | $113,366 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
280 | $32,695 | |
| 5 | SO |
Southern Co
|
303 | $29,000 | |
| 6 | ETR |
Entergy Corp /De/
|
148 | $16,999 | |
| 7 | FE |
Firstenergy Corp
|
261 | $12,407 | |
| 8 | AEP |
American Electric Power Co Inc
|
86 | $11,765 |
All Filings in WEC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,695 | 280 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $32,415 | 280 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $29,423 | 279 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $31,970 | 279 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $28,967 | 278 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,282 | 76 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,147 | 76 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||