Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$34,563
+$527 QoQ
Shares Held
296
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,197
of 1,386 holders
Holding Since
Mar 2023
14 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, 2026Atlantic Private Wealth, LLC holds $238,616 across 3 Utilities - Regulated Electric names. WEC ranks #2 (14.5% of the industry book) .
All Filings in WEC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,563 | 296 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,036 | 294 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $30,688 | 291 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $33,116 | 289 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $29,905 | 287 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $30,950 | 284 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $26,519 | 282 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $26,834 | 279 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,733 | 277 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,500 | 274 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $77,183 | 917 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $73,139 | 908 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $79,416 | 900 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $84,552 | 892 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||