Legacy Capital Wealth Partners, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1766228
LITTLE ROCK, AR
Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$437,303
+$6,755 QoQ
Shares Held
3,745
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#793
of 1,386 holders
Holding Since
Sep 2024
8 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, 2026Legacy Capital Wealth Partners, LLC holds $1,721,889 across 5 Utilities - Regulated Electric names. WEC ranks #2 (25.4% of the industry book) .
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,303 | 3,745 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $430,548 | 3,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $320,387 | 3,038 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $361,073 | 3,151 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $269,461 | 2,586 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $297,624 | 2,731 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $229,081 | 2,436 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $480,226 | 4,993 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||