Position in WEC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$734,132
+$35,576 QoQ
Shares Held
6,287
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#642
of 1,386 holders
Holding Since
Mar 2020
21 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, 2026Focus Financial Network, Inc. holds $12,768,756 across 8 Utilities - Regulated Electric names. WEC ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
76,389 | $6,134,036 | |
| 2 | SO |
Southern Co
|
18,206 | $1,742,496 | |
| 3 | DUK |
Duke Energy CORP
|
12,562 | $1,590,097 | |
| 4 | NEE |
Nextera Energy Inc
|
12,629 | $1,108,447 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
6,287 | $734,132 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,725 | $646,427 | |
| 7 | ETR |
Entergy Corp /De/
|
5,128 | $589,002 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,089 | $224,119 |
All Filings in WEC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,132 | 6,287 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $698,556 | 6,034 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $629,068 | 5,965 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $677,685 | 5,914 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $617,593 | 5,927 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $572,145 | 5,250 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $500,292 | 5,320 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $389,144 | 4,046 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $313,526 | 3,996 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $366,994 | 4,469 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $315,433 | 3,916 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $372,108 | 4,217 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $380,297 | 4,012 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $372,789 | 3,976 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $354,679 | 3,966 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $362,907 | 3,606 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $287,852 | 2,884 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $233,480 | 2,537 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $248,064 | 2,560 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $225,523 | 2,573 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $236,188 | 2,680 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||