Position in WEC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$392,697
New position
Shares Held
3,363
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#830
of 1,386 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TENET WEALTH PARTNERS, LLC holds $747,589 across 2 Utilities - Regulated Electric names. WEC ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
3,363 | $392,697 | |
| 2 | SO |
Southern Co
|
3,708 | $354,892 |
All Filings in WEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,697 | 3,363 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||