TWIN CITY PRIVATE WEALTH, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 2021982
WINSTON-SALEM, NC
Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,398,320
-$5,738 QoQ
Shares Held
11,975
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#504
of 1,383 holders
Holding Since
Jun 2024
9 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, 2026TWIN CITY PRIVATE WEALTH, LLC holds $7,103,952 across 6 Utilities - Regulated Electric names. WEC ranks #2 (19.7% of the industry book) .
All Filings in WEC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,320 | 11,975 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,404,058 | 12,128 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,342,083 | 12,726 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,282,376 | 11,191 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,145,887 | 10,997 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,251,635 | 11,485 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,101,302 | 11,711 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,072,695 | 11,153 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $754,314 | 9,614 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||