Position in WEC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,133,136
+$19,313 QoQ
Shares Held
9,704
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#547
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, 2026BIRCH FINANCIAL GROUP, LLC holds $4,768,139 across 8 Utilities - Regulated Electric names. WEC ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,108 | $1,150,489 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
9,704 | $1,133,136 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,442 | $744,520 | |
| 4 | DUK |
Duke Energy CORP
|
3,260 | $412,650 | |
| 5 | EXC |
Exelon Corp
|
8,555 | $398,834 | |
| 6 | XEL |
Xcel Energy Inc
|
4,727 | $379,578 | |
| 7 | CNP |
Centerpoint Energy Inc
|
7,133 | $314,137 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
2,893 | $234,795 |
All Filings in WEC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,136 | 9,704 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,113,823 | 9,621 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,005,982 | 9,539 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,084,708 | 9,466 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $977,917 | 9,385 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $1,015,366 | 9,317 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $868,929 | 9,240 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||