Position in ES
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$17,735
+$13,359 QoQ
Shares Held
256
+293.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $786,679 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
6,737 | $786,679 |
All Filings in ES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,735 | 256 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,376 | 65 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $14,358 | 211 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||