Position in WEC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$265,534
-$1,431 QoQ
Shares Held
2,274
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#976
of 1,386 holders
Holding Since
Mar 2025
6 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, 2026Alliance Wealth Advisors, LLC holds $2,872,187 across 7 Utilities - Regulated Electric names. WEC ranks #6 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
25,428 | $924,307 | |
| 2 | EIX |
Edison International
|
7,249 | $539,688 | |
| 3 | DUK |
Duke Energy CORP
|
2,791 | $353,284 | |
| 4 | D |
Dominion Energy, Inc
|
4,184 | $285,725 | |
| 5 | ETR |
Entergy Corp /De/
|
2,396 | $275,204 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
2,274 | $265,534 | |
| 7 | ES |
Eversource Energy
|
3,161 | $228,445 |
All Filings in WEC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,534 | 2,274 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $266,965 | 2,306 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $243,296 | 2,307 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $257,139 | 2,244 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $226,843 | 2,177 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $234,742 | 2,154 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||