Position in WEC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$161,843
+$21,530 QoQ
Shares Held
1,386
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,107
of 1,386 holders
Holding Since
Mar 2024
10 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, 2026CENTAURUS FINANCIAL, INC. holds $8,080,468 across 9 Utilities - Regulated Electric names. WEC ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
38,678 | $3,701,871 | |
| 2 | NEE |
Nextera Energy Inc
|
17,228 | $1,512,101 | |
| 3 | DTE |
Dte Energy Co
|
6,206 | $945,608 | |
| 4 | ED |
Consolidated Edison Inc
|
6,331 | $700,398 | |
| 5 | DUK |
Duke Energy CORP
|
4,737 | $599,609 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,376 | $188,250 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
1,386 | $161,843 | |
| 8 | ES |
Eversource Energy
|
2,068 | $149,454 |
All Filings in WEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,843 | 1,386 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $140,313 | 1,212 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $127,606 | 1,210 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $345,832 | 3,018 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $149,006 | 1,430 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $156,277 | 1,434 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $133,724 | 1,422 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $137,152 | 1,426 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $110,942 | 1,414 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $111,026 | 1,352 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||