Position in WEC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$283,984
+$3,590 QoQ
Shares Held
2,432
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#955
of 1,386 holders
Holding Since
Dec 2024
7 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, 2026Keystone Financial Group, Inc. holds $559,150 across 2 Utilities - Regulated Electric names. WEC ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
2,432 | $283,984 | |
| 2 | SO |
Southern Co
|
2,875 | $275,166 |
All Filings in WEC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,984 | 2,432 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $280,394 | 2,422 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $254,580 | 2,414 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $292,319 | 2,551 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $240,389 | 2,307 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $250,654 | 2,300 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $215,727 | 2,294 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||