Position in WEC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,285,692
-$41,906 QoQ
Shares Held
36,702
-1.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#310
of 1,380 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. WEC ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
202,714 | $25,659,538 | |
| 2 | FE |
Firstenergy Corp
|
358,788 | $17,056,781 | |
| 3 | EVRG |
Evergy, Inc.
|
182,423 | $15,766,819 | |
| 4 | EXC |
Exelon Corp
|
308,405 | $14,377,841 | |
| 5 | NEE |
Nextera Energy Inc
|
129,364 | $11,354,278 | |
| 6 | SO |
Southern Co
|
60,081 | $5,750,352 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
36,702 | $4,285,692 | |
| 8 | AEP |
American Electric Power Co Inc
|
20,742 | $2,837,713 |
All Filings in WEC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,285,692 | 36,702 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,327,598 | 37,381 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,785,957 | 54,864 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,162,650 | 53,780 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,874,580 | 46,781 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,426,332 | 49,792 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,707,967 | 71,331 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,855,325 | 71,276 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,770,681 | 60,804 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,617,853 | 56,233 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,572,787 | 54,328 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $945,173 | 11,734 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||