Waterway Wealth Management, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1992193
THE WOODLANDS, TX
Position in WEC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$499,425
-$358,430 QoQ
Shares Held
4,277
-42.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#753
of 1,386 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Waterway Wealth Management, LLC holds $1,065,955 across 2 Utilities - Regulated Electric names. WEC ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
12,864 | $566,530 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
4,277 | $499,425 |
All Filings in WEC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,425 | 4,277 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $857,855 | 7,410 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $777,767 | 7,375 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||