Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$878,811
+$101,416 QoQ
Shares Held
7,526
+12.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#605
of 1,386 holders
Holding Since
Mar 2020
19 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, 2026Stonebridge Capital Advisors LLC holds $19,043,825 across 6 Utilities - Regulated Electric names. WEC ranks #3 (4.6% 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 | $878,811 | 7,526 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $777,395 | 6,715 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $717,971 | 6,808 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $769,128 | 6,712 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $601,859 | 5,776 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $447,253 | 4,104 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $235,194 | 2,501 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $86,027 | 1,068 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $103,946 | 1,178 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $82,941 | 875 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $99,291 | 1,059 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $84,511 | 945 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $90,274 | 897 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $86,780 | 894 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $56,977 | 646 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $57,461 | 646 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $60,459 | 646 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $76,080 | 868 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $76,496 | 868 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||