Position in WEC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,582,036
-$698 QoQ
Shares Held
30,676
-0.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#336
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $31,602,800 across 11 Utilities - Regulated Electric names. WEC ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
188,777 | $18,067,846 | |
| 2 | DUK |
Duke Energy CORP
|
36,014 | $4,558,652 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
30,676 | $3,582,036 | |
| 4 | NEE |
Nextera Energy Inc
|
19,586 | $1,719,063 | |
| 5 | ED |
Consolidated Edison Inc
|
12,843 | $1,420,821 | |
| 6 | LNT |
Alliant Energy Corp
|
6,268 | $478,185 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,466 | $474,183 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,132 | $416,513 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,582,036 | 30,676 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,582,734 | 30,947 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,263,037 | 30,941 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,555,842 | 31,031 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,233,430 | 31,031 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,381,758 | 31,031 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,820,071 | 29,988 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,874,627 | 29,888 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,322,572 | 29,602 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,433,215 | 29,630 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,873,563 | 34,140 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,810,389 | 34,890 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,077,811 | 34,880 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,306,275 | 34,880 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,366,452 | 35,905 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,209,106 | 35,884 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,611,365 | 35,884 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,581,582 | 35,884 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,454,138 | 35,584 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,209,068 | 36,384 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,254,146 | 36,584 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,423,896 | 36,584 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,366,825 | 36,584 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,544,989 | 36,584 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,241,647 | 36,984 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,281,432 | 37,234 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||