Position in WEC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$297,646
-$4,166 QoQ
Shares Held
2,549
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#943
of 1,386 holders
Holding Since
Mar 2020
19 quarters on record
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FDx Advisors, Inc. holds $1,898,075 across 6 Utilities - Regulated Electric names. WEC ranks #2 (15.7% of the industry book) .
All Filings in WEC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,646 | 2,549 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $301,812 | 2,607 | Shares | Sole | 2026-05-01 | |
| 2024-03-31 | $996,772 | 12,138 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,183,682 | 14,063 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $924,472 | 11,477 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,202,558 | 24,961 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,747,238 | 39,532 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $3,706,520 | 39,532 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,402,364 | 38,045 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,976,688 | 39,514 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,869,533 | 38,769 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,462,808 | 56,277 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,741,720 | 53,761 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $5,261,837 | 59,155 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,072,952 | 54,204 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,325,684 | 57,869 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,174,847 | 53,404 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,026,729 | 34,532 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,961,784 | 33,607 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||