Position in WEC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$12,961
+$111 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,268
of 1,386 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $142,769 across 6 Utilities - Regulated Electric names. WEC ranks #4 (9.1% of the industry book) .
All Filings in WEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,961 | 111 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $12,850 | 111 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,706 | 111 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,719 | 111 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $12,096 | 111 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,438 | 111 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,675 | 111 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,709 | 111 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,115 | 111 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $9,342 | 111 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||