Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,549,622
+$737,609 QoQ
Shares Held
107,473
+5.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#181
of 1,386 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $68,652,224 across 36 Utilities - Regulated Electric names. WEC ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
164,993 | $12,587,315 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
107,473 | $12,549,622 | |
| 3 | DUK |
Duke Energy CORP
|
78,752 | $9,968,428 | |
| 4 | SO |
Southern Co
|
96,869 | $9,271,331 | |
| 5 | MGEE |
Mge Energy Inc
|
62,664 | $5,109,622 | |
| 6 | NEE |
Nextera Energy Inc
|
45,659 | $4,007,490 | |
| 7 | XEL |
Xcel Energy Inc
|
34,891 | $2,801,747 | |
| 8 | AEP |
American Electric Power Co Inc
|
16,377 | $2,240,537 |
All Filings in WEC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,549,622 | 107,473 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,812,013 | 102,030 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,227,469 | 40,086 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,037,032 | 43,957 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,630,335 | 44,437 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,378,816 | 40,180 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,213,440 | 34,171 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,517,319 | 26,173 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,163,769 | 27,578 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,233,746 | 27,201 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $2,417,025 | 28,716 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $1,969,447 | 24,450 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,029,784 | 23,003 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,281,974 | 24,074 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,275,836 | 24,273 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,571,917 | 28,759 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,894,305 | 28,759 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $2,596,137 | 26,745 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $7,948,319 | 90,117 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,795,311 | 87,637 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,412,149 | 89,883 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||