Alliance Wealth Advisors, LLC /UT
Position in WEC — Wec Energy Group, Inc.
CIK 1893261
Centerville, UT
Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,282,601
-$595,535 QoQ
Shares Held
10,984
-32.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#519
of 1,383 holders
Holding Since
Dec 2022
15 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 /UT holds $2,323,223 across 4 Utilities - Regulated Electric names. WEC ranks #1 (55.2% of the industry book) .
All Filings in WEC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,601 | 10,984 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,878,136 | 16,223 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,574,594 | 24,413 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,220,922 | 36,835 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,937,405 | 37,787 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,029,099 | 36,971 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,474,589 | 36,948 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,455,939 | 35,932 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,684,273 | 34,212 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,687,294 | 32,724 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,978,247 | 23,503 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,825,665 | 22,665 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,890,983 | 21,430 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,958,740 | 20,664 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,879,044 | 20,041 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||