Position in WEC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$596,910
+$214,302 QoQ
Shares Held
5,156
+42.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CAPITAL ADVISORS INC/OK holds $104,495,648 across 7 Utilities - Regulated Electric names. WEC ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,039,289 | $100,312,174 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,558 | $1,121,782 | |
| 3 | NEE |
Nextera Energy Inc
|
9,328 | $866,384 | |
| 4 | DUK |
Duke Energy CORP
|
6,258 | $819,422 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
5,156 | $596,910 | |
| 6 | OGE |
Oge Energy Corp.
|
10,978 | $526,504 | |
| 7 | ETR |
Entergy Corp /De/
|
2,247 | $252,472 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $596,910 | 5,156 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $382,608 | 3,628 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $415,732 | 3,628 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $378,037 | 3,628 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $400,501 | 3,675 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $341,177 | 3,628 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $352,211 | 3,662 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $296,108 | 3,774 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $297,931 | 3,628 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $305,368 | 3,628 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $292,235 | 3,628 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $330,105 | 3,741 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $355,083 | 3,746 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $350,568 | 3,739 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $324,452 | 3,628 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $365,121 | 3,628 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $362,110 | 3,628 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $352,169 | 3,628 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $319,989 | 3,628 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $329,559 | 3,705 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $346,750 | 3,705 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $351,002 | 3,814 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $369,576 | 3,814 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $334,297 | 3,814 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $336,127 | 3,814 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||