AssuredPartners Investment Advisors, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 2055492
Tampa, FL
Position in WEC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$363,738
+$122,821 QoQ
Shares Held
3,115
+49.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#861
of 1,386 holders
Holding Since
Dec 2024
6 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, 2026AssuredPartners Investment Advisors, LLC holds $7,677,385 across 9 Utilities - Regulated Electric names. WEC ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
24,131 | $2,117,977 | |
| 2 | DUK |
Duke Energy CORP
|
13,646 | $1,727,310 | |
| 3 | SO |
Southern Co
|
13,670 | $1,308,355 | |
| 4 | ED |
Consolidated Edison Inc
|
8,835 | $977,416 | |
| 5 | FE |
Firstenergy Corp
|
7,817 | $371,620 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
3,115 | $363,738 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,411 | $329,848 | |
| 8 | IDA |
Idacorp Inc
|
1,618 | $244,803 |
All Filings in WEC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,738 | 3,115 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $240,917 | 2,081 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $345,592 | 3,277 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $293,464 | 2,561 | Shares | Sole | 2025-10-06 | |
| 2025-03-31 | $371,294 | 3,407 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $393,557 | 4,185 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||