Position in WEC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,265,571
+$51,818 QoQ
Shares Held
19,402
+1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#414
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, 2026Pathway Financial Advisers, LLC holds $23,639,559 across 6 Utilities - Regulated Electric names. WEC ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,552 | $7,411,512 | |
| 2 | SO |
Southern Co
|
45,111 | $4,317,573 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,787 | $4,075,159 | |
| 4 | EVRG |
Evergy, Inc.
|
43,727 | $3,779,324 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
19,402 | $2,265,571 | |
| 6 | NEE |
Nextera Energy Inc
|
20,399 | $1,790,420 |
All Filings in WEC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,265,571 | 19,402 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,213,753 | 19,122 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,934,241 | 18,341 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,109,831 | 18,412 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,893,939 | 18,176 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $1,986,596 | 18,229 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,661,874 | 17,672 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,653,430 | 17,191 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||