Position in WEC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$437,770
+$18,915 QoQ
Shares Held
3,749
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#789
of 1,383 holders
Holding Since
Sep 2025
4 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, 2026Avestar Capital, LLC holds $6,153,388 across 9 Utilities - Regulated Electric names. WEC ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,334 | $1,170,325 | |
| 2 | AEE |
Ameren Corp
|
9,906 | $1,119,774 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,494 | $888,444 | |
| 4 | DUK |
Duke Energy CORP
|
5,632 | $712,898 | |
| 5 | SO |
Southern Co
|
7,373 | $705,669 | |
| 6 | ETR |
Entergy Corp /De/
|
3,977 | $456,798 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
3,749 | $437,770 | |
| 8 | D |
Dominion Energy, Inc
|
5,712 | $390,072 |
All Filings in WEC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,770 | 3,749 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $418,855 | 3,618 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $337,788 | 3,203 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $232,388 | 2,028 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||