Position in WEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$418,153
+$40,396 QoQ
Shares Held
3,581
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#801
of 1,380 holders
Holding Since
Dec 2025
3 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, 2026Sunpointe, LLC holds $2,158,014 across 6 Utilities - Regulated Electric names. WEC ranks #2 (19.4% of the industry book) .
All Filings in WEC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,153 | 3,581 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $377,757 | 3,263 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $229,375 | 2,175 | Shares | Defined | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||