Position in WEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$603,817
-$22,035 QoQ
Shares Held
5,171
-4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#695
of 1,380 holders
Holding Since
Mar 2022
16 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, 2026Blossom Wealth Management holds $1,183,649 across 3 Utilities - Regulated Electric names. WEC ranks #1 (51.0% of the industry book) .
All Filings in WEC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,817 | 5,171 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $625,852 | 5,406 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $615,780 | 5,839 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $737,845 | 6,439 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $661,565 | 6,349 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $713,710 | 6,549 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $624,801 | 6,644 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $621,611 | 6,463 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $411,758 | 5,248 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $414,295 | 5,045 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $378,765 | 4,500 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $305,848 | 3,797 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $323,399 | 3,665 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $221,903 | 2,341 | Shares | Sole | 2023-04-20 | |
| 2022-06-30 | $205,406 | 2,041 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $201,716 | 2,021 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||