Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,787,865
+$18,205 QoQ
Shares Held
15,311
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#457
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026ICW Investment Advisors LLC holds $7,168,928 across 5 Utilities - Regulated Electric names. WEC ranks #3 (24.9% of the industry book) .
All Filings in WEC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,787,865 | 15,311 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,769,660 | 15,286 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,540,559 | 14,608 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,657,773 | 14,467 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,430,666 | 13,730 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,470,467 | 13,493 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,267,377 | 13,477 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,271,691 | 13,222 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,023,118 | 13,040 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,092,688 | 13,306 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,093,031 | 12,986 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,011,788 | 12,561 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,036,467 | 11,746 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,078,994 | 11,383 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,016,170 | 10,838 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $963,250 | 10,771 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,077,451 | 10,706 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,064,673 | 10,667 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,020,885 | 10,517 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $875,385 | 9,925 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $869,041 | 9,770 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $892,755 | 9,539 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $817,778 | 8,886 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $884,987 | 9,133 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $781,399 | 8,915 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $760,297 | 8,627 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||