Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$364,322
+$3,120 QoQ
Shares Held
3,120
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#860
of 1,386 holders
Holding Since
Dec 2025
3 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, 2026ARBOR TRUST WEALTH ADVISORS, LLC holds $1,924,324 across 4 Utilities - Regulated Electric names. WEC ranks #2 (18.9% of the industry book) .
All Filings in WEC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,322 | 3,120 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $361,202 | 3,120 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $329,035 | 3,120 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||