Position in WEC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$533,522
+$7,695 QoQ
Shares Held
4,569
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#731
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $6,198,844 across 19 Utilities - Regulated Electric names. WEC ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,477 | $3,204,083 | |
| 2 | NEE |
Nextera Energy Inc
|
15,410 | $1,352,535 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
4,569 | $533,522 | |
| 4 | PPL |
PPL Corp
|
13,276 | $482,582 | |
| 5 | DUK |
Duke Energy CORP
|
3,088 | $390,879 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,320 | $107,131 | |
| 7 | AEP |
American Electric Power Co Inc
|
371 | $50,756 | |
| 8 | D |
Dominion Energy, Inc
|
276 | $18,848 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,522 | 4,569 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $525,827 | 4,542 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $497,243 | 4,715 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $476,923 | 4,162 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $436,702 | 4,191 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $467,742 | 4,292 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $415,468 | 4,418 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $409,534 | 4,258 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $355,973 | 4,537 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $380,544 | 4,634 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $394,504 | 4,687 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $415,638 | 5,160 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $478,702 | 5,425 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $516,226 | 5,446 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $520,930 | 5,556 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $498,303 | 5,572 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $576,465 | 5,728 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $572,210 | 5,733 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $565,918 | 5,830 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $535,903 | 6,076 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $597,388 | 6,716 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $654,662 | 6,995 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $697,219 | 7,576 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $756,885 | 7,811 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $686,562 | 7,833 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $693,671 | 7,871 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||