PATRICK M SWEENEY & ASSOCIATES, INC
Position in WEC — Wec Energy Group, Inc.
CIK 2010453
LIBERTYVILLE, IL
Position in WEC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$393,631
+$41,691 QoQ
Shares Held
3,371
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#828
of 1,386 holders
Holding Since
Sep 2024
8 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $2,067,049 across 6 Utilities - Regulated Electric names. WEC ranks #2 (19.0% of the industry book) .
All Filings in WEC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,631 | 3,371 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $351,940 | 3,040 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $315,747 | 2,994 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $323,602 | 2,824 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $281,652 | 2,703 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $287,380 | 2,637 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $247,983 | 2,637 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $226,215 | 2,352 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||