Position in WEC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$572,173
+$4,900 QoQ
Shares Held
4,900
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#712
of 1,380 holders
Holding Since
Dec 2023
11 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, 2026Partnership Wealth Management, LLC holds $2,232,790 across 4 Utilities - Regulated Electric names. WEC ranks #3 (25.6% of the industry book) .
All Filings in WEC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,173 | 4,900 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $567,273 | 4,900 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $516,754 | 4,900 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $561,491 | 4,900 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $510,580 | 4,900 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $534,002 | 4,900 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $460,796 | 4,900 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $471,282 | 4,900 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $384,454 | 4,900 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $402,388 | 4,900 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $412,433 | 4,900 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||