Position in WEC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$228,635
+$2,305 QoQ
Shares Held
1,958
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,040
of 1,386 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LVZ, Inc. holds $2,624,628 across 3 Utilities - Regulated Electric names. WEC ranks #2 (8.7% of the industry book) .
All Filings in WEC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,635 | 1,958 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $226,330 | 1,955 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $440,942 | 3,848 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $400,961 | 3,848 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $419,355 | 3,848 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $538,661 | 5,728 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $550,919 | 5,728 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $449,418 | 5,728 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $474,489 | 5,778 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $486,334 | 5,778 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $441,252 | 5,478 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $542,957 | 5,728 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $508,929 | 5,428 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $485,426 | 5,428 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $546,273 | 5,428 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $541,768 | 5,428 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $526,895 | 5,428 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $478,749 | 5,428 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $482,820 | 5,428 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $508,006 | 5,428 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $499,538 | 5,428 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $525,973 | 5,428 | Shares | Sole | 2020-12-23 | |
| 2020-06-30 | $475,764 | 5,428 | Shares | Sole | 2020-12-23 | |
| 2020-03-31 | $478,369 | 5,428 | Shares | Sole | 2020-12-23 | |
| No filing history on record for this holder in this stock. | ||||||