RESOURCES MANAGEMENT CORP /CT/ /ADV
Position in WEC — Wec Energy Group, Inc.
CIK 749044
WEST HARTFORD, CT
Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$631,608
+$5,409 QoQ
Shares Held
5,409
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#683
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $25,139,557 across 5 Utilities - Regulated Electric names. WEC ranks #5 (2.5% of the industry book) .
All Filings in WEC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,608 | 5,409 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $626,199 | 5,409 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $570,433 | 5,409 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $619,817 | 5,409 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $563,617 | 5,409 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $589,472 | 5,409 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $551,920 | 5,869 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $568,327 | 5,909 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $472,486 | 6,022 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $661,640 | 8,057 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $694,570 | 8,252 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $664,698 | 8,252 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $763,452 | 8,652 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $49 | 193 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $812,149 | 8,662 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $774,642 | 8,662 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $871,743 | 8,662 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $864,554 | 8,662 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $849,168 | 8,748 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $771,750 | 8,750 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $808,110 | 9,085 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $878,810 | 9,390 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $882,199 | 9,586 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $925,976 | 9,556 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $837,583 | 9,556 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $842,170 | 9,556 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||