Walkner Condon Financial Advisors LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1817494
MADISON, WI
Position in WEC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$371,912
+$18,119 QoQ
Shares Held
3,185
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#853
of 1,386 holders
Holding Since
Jun 2021
8 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, 2026Walkner Condon Financial Advisors LLC holds $1,130,337 across 4 Utilities - Regulated Electric names. WEC ranks #1 (32.9% of the industry book) .
All Filings in WEC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,912 | 3,185 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $353,793 | 3,056 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $314,692 | 2,984 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $337,352 | 2,944 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $303,743 | 2,915 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $315,061 | 2,891 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $270,741 | 2,879 | Shares | Sole | 2025-01-30 | |
| 2021-06-30 | $200,137 | 2,250 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||