Position in WEC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,165,481
+$364,006 QoQ
Shares Held
9,981
+44.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#539
of 1,380 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, 2026STEPH & CO holds $3,846,297 across 12 Utilities - Regulated Electric names. WEC ranks #1 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
9,981 | $1,165,481 | |
| 2 | DUK |
Duke Energy CORP
|
6,746 | $853,908 | |
| 3 | PCG |
PG&E Corp
|
38,294 | $644,105 | |
| 4 | EXC |
Exelon Corp
|
13,460 | $627,505 | |
| 5 | XEL |
Xcel Energy Inc
|
1,713 | $137,553 | |
| 6 | NEE |
Nextera Energy Inc
|
1,284 | $112,696 | |
| 7 | MGEE |
Mge Energy Inc
|
1,272 | $103,718 | |
| 8 | DTE |
Dte Energy Co
|
573 | $87,308 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,481 | 9,981 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $801,475 | 6,923 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $740,645 | 7,023 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $804,765 | 7,023 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $731,796 | 7,023 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $765,366 | 7,023 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $660,442 | 7,023 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $675,472 | 7,023 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $556,752 | 7,096 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $582,723 | 7,096 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $597,270 | 7,096 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $579,637 | 7,196 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $628,092 | 7,118 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $671,492 | 7,084 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $664,195 | 7,084 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $633,522 | 7,084 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $712,933 | 7,084 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $707,054 | 7,084 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $687,643 | 7,084 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $624,808 | 7,084 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $723,519 | 8,134 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $761,261 | 8,134 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $748,572 | 8,134 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $788,184 | 8,134 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $800,595 | 9,134 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $891,963 | 10,121 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||