Position in WEC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$436,603
+$6,055 QoQ
Shares Held
3,739
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#792
of 1,383 holders
Holding Since
Mar 2020
26 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, 2026ZWJ INVESTMENT COUNSEL INC holds $72,070,970 across 8 Utilities - Regulated Electric names. WEC ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
392,706 | $53,726,107 | |
| 2 | ES |
Eversource Energy
|
154,781 | $11,186,022 | |
| 3 | SO |
Southern Co
|
26,333 | $2,520,331 | |
| 4 | NEE |
Nextera Energy Inc
|
21,501 | $1,887,142 | |
| 5 | DUK |
Duke Energy CORP
|
12,593 | $1,594,021 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
3,739 | $436,603 | |
| 7 | D |
Dominion Energy, Inc
|
5,579 | $380,989 | |
| 8 | ETR |
Entergy Corp /De/
|
2,958 | $339,755 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,603 | 3,739 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $430,548 | 3,719 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $392,205 | 3,719 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $426,160 | 3,719 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $384,289 | 3,688 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $420,880 | 3,862 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $363,182 | 3,862 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $354,711 | 3,688 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $293,048 | 3,735 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $302,858 | 3,688 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $373,546 | 4,438 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $366,985 | 4,556 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $391,609 | 4,438 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $420,678 | 4,438 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $416,106 | 4,438 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $396,890 | 4,438 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $496,960 | 4,938 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $442,956 | 4,438 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $430,796 | 4,438 | Shares | Sole | 2022-03-31 | |
| 2021-09-30 | $391,431 | 4,438 | Shares | Sole | 2022-03-31 | |
| 2021-06-30 | $394,760 | 4,438 | Shares | Sole | 2022-03-31 | |
| 2021-03-31 | $415,352 | 4,438 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $408,429 | 4,438 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $430,042 | 4,438 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $388,990 | 4,438 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $441,002 | 5,004 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||