Position in WEC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$365,957
+$96,098 QoQ
Shares Held
3,134
+34.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#857
of 1,386 holders
Holding Since
Sep 2024
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, 2026Astoria Portfolio Advisors LLC. holds $2,603,370 across 6 Utilities - Regulated Electric names. WEC ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,701 | $1,026,996 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
3,134 | $365,957 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,525 | $345,445 | |
| 4 | SO |
Southern Co
|
3,274 | $313,354 | |
| 5 | EIX |
Edison International
|
4,046 | $301,224 | |
| 6 | ETR |
Entergy Corp /De/
|
2,180 | $250,394 |
All Filings in WEC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,957 | 3,134 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $269,859 | 2,331 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $252,154 | 2,391 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $212,908 | 1,858 | Shares | Sole | 2025-10-09 | |
| 2024-12-31 | $234,817 | 2,497 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $206,017 | 2,142 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||