BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in WEC — Wec Energy Group, Inc.
CIK 2010186
CINCINNATI, OH
Position in WEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,981,831
-$53,670 QoQ
Shares Held
76,919
-1.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#219
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $188,467,826 across 30 Utilities - Regulated Electric names. WEC ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,165,321 | $102,280,224 | |
| 2 | DUK |
Duke Energy CORP
|
580,535 | $73,484,120 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
76,919 | $8,981,831 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,088 | $1,106,519 | |
| 5 | SO |
Southern Co
|
9,624 | $921,113 | |
| 6 | ETR |
Entergy Corp /De/
|
6,582 | $756,008 | |
| 7 | AEE |
Ameren Corp
|
1,755 | $198,385 | |
| 8 | D |
Dominion Energy, Inc
|
2,733 | $186,636 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,981,831 | 76,919 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,035,501 | 78,047 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,262,685 | 78,349 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,992,794 | 78,478 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,331,519 | 79,957 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,041,634 | 82,966 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,798,267 | 82,925 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,869,928 | 81,825 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,604,370 | 84,175 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,048,195 | 85,828 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,213,369 | 85,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,929,313 | 86,025 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $7,599,670 | 86,125 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $8,205,496 | 86,565 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $8,116,334 | 86,565 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $7,762,971 | 86,805 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $8,866,283 | 88,099 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $9,707,420 | 97,259 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $9,872,698 | 101,707 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $8,933,866 | 101,291 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $9,020,063 | 101,406 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $9,495,267 | 101,456 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $9,356,229 | 101,665 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $9,979,827 | 102,991 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $9,059,153 | 103,356 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $9,531,171 | 108,149 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||