Position in WEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$63,055
+$540 QoQ
Shares Held
540
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,152
of 1,383 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $876,938 across 15 Utilities - Regulated Electric names. WEC ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,651 | $208,983 | |
| 2 | SO |
Southern Co
|
1,150 | $110,066 | |
| 3 | NGG |
National Grid PLC
|
1,223 | $101,350 | |
| 4 | ED |
Consolidated Edison Inc
|
819 | $90,605 | |
| 5 | NEE |
Nextera Energy Inc
|
1,011 | $88,735 | |
| 6 | AEP |
American Electric Power Co Inc
|
585 | $80,033 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
540 | $63,055 | |
| 8 | LNT |
Alliant Energy Corp
|
350 | $26,701 |
All Filings in WEC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,055 | 540 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $62,515 | 540 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $56,948 | 540 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $61,878 | 540 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $86,069 | 826 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $58,849 | 540 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $50,781 | 540 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $51,937 | 540 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $42,368 | 540 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $44,344 | 540 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $45,451 | 540 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $43,497 | 540 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $52,944 | 600 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $56,874 | 600 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $56,256 | 600 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $53,658 | 600 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||