Position in WEC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$631,608
+$32,036 QoQ
Shares Held
5,409
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#685
of 1,386 holders
Holding Since
Jun 2024
9 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, 2026SYM FINANCIAL Corp holds $5,564,477 across 12 Utilities - Regulated Electric names. WEC ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
12,303 | $915,958 | |
| 2 | PCG |
PG&E Corp
|
47,173 | $793,449 | |
| 3 | XEL |
Xcel Energy Inc
|
9,429 | $757,148 | |
| 4 | WEC |
Wec Energy Group, Inc.
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|
5,409 | $631,608 | |
| 5 | ES |
Eversource Energy
|
7,813 | $564,645 | |
| 6 | EVRG |
Evergy, Inc.
|
4,781 | $413,221 | |
| 7 | ETR |
Entergy Corp /De/
|
2,545 | $292,318 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,088 | $285,659 |
All Filings in WEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,608 | 5,409 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $599,572 | 5,179 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $551,028 | 5,225 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $616,608 | 5,381 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $555,073 | 5,327 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $564,952 | 5,184 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $475,748 | 5,059 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $489,652 | 5,091 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $384,689 | 4,903 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||