Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$271,723
+$7,073 QoQ
Shares Held
2,327
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#970
of 1,386 holders
Holding Since
Mar 2024
8 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, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $34,967,413 across 6 Utilities - Regulated Electric names. WEC ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
196,687 | $17,263,217 | |
| 2 | SO |
Southern Co
|
105,995 | $10,144,781 | |
| 3 | DUK |
Duke Energy CORP
|
49,227 | $6,231,153 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,169 | $707,170 | |
| 5 | ED |
Consolidated Edison Inc
|
3,158 | $349,369 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
2,327 | $271,723 |
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,723 | 2,327 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $264,650 | 2,286 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $246,670 | 2,339 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $267,109 | 2,331 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $206,524 | 1,982 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $215,998 | 1,982 | Shares | Sole | 2025-04-23 | |
| 2024-06-30 | $202,348 | 2,579 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $225,008 | 2,740 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||