Ashton Thomas Private Wealth, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 2019663
SCOTTSDALE, AZ
Position in WEC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,216,699
-$506,969 QoQ
Shares Held
44,675
-9.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#279
of 1,383 holders
Holding Since
Mar 2020
21 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, 2026Ashton Thomas Private Wealth, LLC holds $33,646,243 across 16 Utilities - Regulated Electric names. WEC ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
109,004 | $9,567,281 | |
| 2 | DUK |
Duke Energy CORP
|
51,199 | $6,480,769 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
44,675 | $5,216,699 | |
| 4 | AEP |
American Electric Power Co Inc
|
37,178 | $5,086,322 | |
| 5 | SO |
Southern Co
|
21,848 | $2,091,072 | |
| 6 | XEL |
Xcel Energy Inc
|
19,237 | $1,544,731 | |
| 7 | LNT |
Alliant Energy Corp
|
7,173 | $547,228 | |
| 8 | AEE |
Ameren Corp
|
4,827 | $545,644 |
All Filings in WEC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,216,699 | 44,675 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,723,668 | 49,440 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,062,607 | 48,005 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,195,052 | 45,336 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,402,345 | 42,249 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,495,751 | 41,253 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,777,116 | 40,165 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,679,558 | 38,257 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,915,730 | 37,162 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,157,949 | 26,278 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,027,907 | 24,093 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $1,860,624 | 23,099 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $1,829,921 | 20,738 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $1,686,124 | 17,788 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $1,648,769 | 17,585 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $1,508,147 | 16,864 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $1,699,306 | 16,885 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $1,633,789 | 16,369 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $1,239,292 | 12,767 | Shares | Sole | 2024-04-22 | |
| 2020-06-30 | $431,588 | 4,924 | Shares | Sole | 2024-04-22 | |
| 2020-03-31 | $387,243 | 4,394 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||