Position in ETR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$72,472
+$16,552 QoQ
Shares Held
645
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETR 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 ETR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,472 | 645 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $55,920 | 605 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $34,853 | 374 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,086 | 374 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $31,973 | 374 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $28,356 | 374 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,585 | 202 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||