COMMONWEALTH EQUITY SERVICES, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 312272 WALTHAM, MA

Position in WEC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$19,170,130

+$678,651 QoQ

Shares Held

164,170

+2.8% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#148

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $622,461,731 across 33 Utilities - Regulated Electric names. WEC ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,129,512	$186,907,268
2	SO	Southern Co	873,978	$83,648,434
3	DUK	Duke Energy CORP	522,110	$66,088,683
4	ED	Consolidated Edison Inc	307,726	$34,043,727
5	AEP	American Electric Power Co Inc	234,610	$32,096,994
6	D	Dominion Energy, Inc	441,811	$30,171,273
7	WEC	Wec Energy Group, Inc. This page	164,170	$19,170,130
8	XEL	Xcel Energy Inc	218,955	$17,582,086

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,170,130	164,170	+2.8%	Shares	Sole	2026-07-29
2026-03-31	$18,491,479	159,726	+10.0%	Shares	Sole	2026-04-27
2025-12-31	$15,314,057	145,212	-18.4%	Shares	Sole	2026-02-12
2025-09-30	$20,384,529	177,891	-15.3%	Shares	Sole	2025-10-22
2025-06-30	$21,891,586	210,092	+0.4%	Shares	Sole	2025-08-06
2025-03-31	$22,795,782	209,174	+3.9%	Shares	Sole	2025-05-09
2024-12-31	$18,931,474	201,313	+2.1%	Shares	Sole	2025-02-10
2024-09-30	$18,958,616	197,116	+8.9%	Shares	Sole	2024-10-18
2024-06-30	$14,201,416	181,002	+3.2%	Shares	Sole	2024-07-31
2024-03-31	$14,397,853	175,327	+15.6%	Shares	Sole	2024-04-29
2023-12-31	$12,770,440	151,722	-2.5%	Shares	Sole	2024-02-06
2023-09-30	$12,528,505	155,537	+2.7%	Shares	Sole	2023-10-23
2023-06-30	$13,363,065	151,440	+4.2%	Shares	Sole	2023-08-10
2023-03-31	$13,781,138	145,386	-1.6%	Shares	Sole	2023-05-11
2022-12-31	$13,859,321	147,817	+6.7%	Shares	Sole	2023-02-07
2022-09-30	$12,383,640	138,473	-14.3%	Shares	Sole	2022-11-14
2022-06-30	$16,263,524	161,601	+18.2%	Shares	Sole	2022-07-19
2022-03-31	$13,646,123	136,721	-2.3%	Shares	Sole	2022-05-04
2021-12-31	$13,585,528	139,956	+14.3%	Shares	Sole	2022-01-31
2021-09-30	$10,801,413	122,465	+3.2%	Shares	Sole	2021-10-29
2021-06-30	$10,558,098	118,697	+2.4%	Shares	Sole	2021-08-11
2021-03-31	$10,852,977	115,963	+0.7%	Shares	Sole	2021-05-04
2020-12-31	$10,602,592	115,208	+2.2%	Shares	Sole	2021-02-11
2020-09-30	$10,926,928	112,765	-6.1%	Shares	Sole	2020-11-05
2020-06-30	$10,530,358	120,141	+0.1%	Shares	Sole	2020-08-12
2020-03-31	$10,577,715	120,024	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.