Charter Capital Management, LLC\DE
Position in WEC — Wec Energy Group, Inc.
CIK 2076040
BROOKFIELD, WI
Position in WEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,288,790
-$6,328 QoQ
Shares Held
11,037
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.16%
of 13F equity value
Holder Rank
#518
of 1,386 holders
Holding Since
Jun 2025
5 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, 2026Charter Capital Management, LLC\DE holds $2,804,930 across 4 Utilities - Regulated Electric names. WEC ranks #1 (45.9% of the industry book) .
All Filings in WEC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,288,790 | 11,037 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,295,118 | 11,187 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $953,674 | 9,043 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,036,237 | 9,043 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $942,280 | 9,043 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||