OneAscent Investment Solutions LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1974438
BIRMINGHAM, AL
Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$328,006
+$34,414 QoQ
Shares Held
2,809
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#895
of 1,386 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OneAscent Investment Solutions LLC holds $1,075,999 across 3 Utilities - Regulated Electric names. WEC ranks #2 (30.5% of the industry book) .
All Filings in WEC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,006 | 2,809 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $293,592 | 2,536 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $206,068 | 1,954 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||