Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$286,903
+$2,457 QoQ
Shares Held
2,457
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#954
of 1,386 holders
Holding Since
Dec 2020
22 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, 2026Midwest Professional Planners, LTD. holds $5,554,754 across 5 Utilities - Regulated Electric names. WEC ranks #5 (5.2% of the industry book) .
All Filings in WEC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,903 | 2,457 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $284,446 | 2,457 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $259,115 | 2,457 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $281,547 | 2,457 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $256,019 | 2,457 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $267,763 | 2,457 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $231,056 | 2,457 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $236,314 | 2,457 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $203,211 | 2,590 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $212,690 | 2,590 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $226,333 | 2,689 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $245,194 | 3,044 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $311,487 | 3,530 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $363,235 | 3,832 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $359,288 | 3,832 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $342,695 | 3,832 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $385,652 | 3,832 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $382,471 | 3,832 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $371,972 | 3,832 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,085,036 | 12,302 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,081,454 | 12,158 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,082,272 | 11,760 | Shares | Sole | 2021-03-11 | |
| No filing history on record for this holder in this stock. | ||||||