Position in WEC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$70,062
+$600 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,141
of 1,380 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, 2026Tanglewood Legacy Advisors, LLC holds $1,604,260 across 6 Utilities - Regulated Electric names. WEC ranks #4 (4.4% 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 | $70,062 | 600 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $69,462 | 600 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $63,276 | 600 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $68,754 | 600 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $62,520 | 600 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $65,388 | 600 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $56,424 | 600 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $57,708 | 600 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $47,076 | 600 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $49,272 | 600 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $61,949 | 736 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $59,284 | 736 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $64,944 | 736 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $56,874 | 600 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $56,256 | 600 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||