Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,136,522
+$13,438 QoQ
Shares Held
9,733
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#138
of 485 holders
Holding Since
Mar 2020
26 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, 2026Wealth Architects, LLC holds $3,092,183 across 7 Utilities - Regulated Electric names. WEC ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
9,733 | $1,136,522 | |
| 2 | ED |
Consolidated Edison Inc
|
5,702 | $630,812 | |
| 3 | NEE |
Nextera Energy Inc
|
3,682 | $323,169 | |
| 4 | ETR |
Entergy Corp /De/
|
2,367 | $271,873 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,869 | $255,697 | |
| 6 | ELPC |
Energy Co Of Parana
|
21,201 | $246,991 | |
| 7 | SO |
Southern Co
|
2,373 | $227,119 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,522 | 9,733 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,123,084 | 9,701 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,023,067 | 9,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,110,033 | 9,687 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,009,906 | 9,692 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,061,029 | 9,736 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $446,501 | 4,748 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $456,662 | 4,748 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $372,528 | 4,748 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $421,275 | 5,130 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $433,307 | 5,148 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $414,671 | 5,148 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $452,671 | 5,130 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $451,579 | 4,764 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $446,672 | 4,764 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $439,995 | 4,920 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $497,866 | 4,947 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $493,760 | 4,947 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $480,011 | 4,945 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $430,945 | 4,886 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $436,121 | 4,903 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $445,394 | 4,759 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $439,719 | 4,778 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $462,406 | 4,772 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $418,704 | 4,777 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $420,291 | 4,769 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||