Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$413,716
+$10,605 QoQ
Shares Held
3,543
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#811
of 1,386 holders
Holding Since
Sep 2023
11 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, 2026Wealthquest Corp holds $1,827,248 across 4 Utilities - Regulated Electric names. WEC ranks #3 (22.6% of the industry book) .
All Filings in WEC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,716 | 3,543 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $403,111 | 3,482 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $367,211 | 3,482 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $356,364 | 3,420 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $373,038 | 3,423 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $321,334 | 3,417 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $327,012 | 3,400 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $266,764 | 3,400 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $279,208 | 3,400 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $286,178 | 3,400 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $274,594 | 3,409 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||