Skip to main content

Wiser Advisor Group LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2011550 PHOENIX, AZ

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, 2026

Wiser Advisor Group LLC holds $142,769 across 6 Utilities - Regulated Electric names. WEC ranks #4 (9.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WEC
Wec Energy Group, Inc.
This page
111 $12,961

All Filings in WEC

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,961 111
2026-03-31 $12,850 111
2025-12-31 $11,706 111
2025-09-30 $12,719 111
2025-03-31 $12,096 111
2024-12-31 $10,438 111
2024-09-30 $10,675 111
2024-06-30 $8,709 111
2024-03-31 $9,115 111
2023-12-31 $9,342 111