Position in WEC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,674,131
+$173,405 QoQ
Shares Held
14,337
+10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#476
of 1,383 holders
Holding Since
Mar 2025
6 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $4,373,829 across 2 Utilities - Regulated Electric names. WEC ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
21,328 | $2,699,698 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
14,337 | $1,674,131 |
All Filings in WEC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,674,131 | 14,337 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,500,726 | 12,963 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,224,812 | 11,614 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,137,649 | 9,928 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $932,902 | 8,953 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $743,352 | 6,821 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||