Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$465,211
-$119,311 QoQ
Shares Held
3,984
-21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#773
of 1,386 holders
Holding Since
Mar 2023
11 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, 2026Faithward Advisors, LLC holds $3,102,917 across 6 Utilities - Regulated Electric names. WEC ranks #3 (15.0% 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 | $465,211 | 3,984 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $584,522 | 5,049 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $523,608 | 4,965 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $566,876 | 4,947 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $507,975 | 4,875 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $522,450 | 4,794 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $438,038 | 4,658 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $417,132 | 4,337 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $345,067 | 4,398 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $342,276 | 4,168 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $326,646 | 3,446 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||