MCCARTER PRIVATE WEALTH SERVICES LLC
Position in WEC — Wec Energy Group, Inc.
CIK 2036922
Boston, MA
Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$322,869
-$53,729 QoQ
Shares Held
2,765
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#905
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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $3,016,820 across 3 Utilities - Regulated Electric names. WEC ranks #3 (10.7% of the industry book) .
All Filings in WEC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,869 | 2,765 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $376,598 | 3,253 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $342,322 | 3,246 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $316,039 | 2,758 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $287,383 | 2,758 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $300,566 | 2,758 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $261,149 | 2,777 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $267,091 | 2,777 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||