Position in WEC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$313,410
+$76,082 QoQ
Shares Held
2,684
+30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#920
of 1,386 holders
Holding Since
Mar 2026
2 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, 2026Stokes Capital Advisors, LLC holds $8,660,417 across 4 Utilities - Regulated Electric names. WEC ranks #3 (3.6% of the industry book) .
All Filings in WEC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,410 | 2,684 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $237,328 | 2,050 | Shares | Defined | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||