Position in WEC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$745,226
-$910,632 QoQ
Shares Held
6,382
-55.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#636
of 1,390 holders
Holding Since
Dec 2024
7 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, 2026Richmond Investment Services, LLC holds $745,226 across 1 Utilities - Regulated Electric name. WEC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
6,382 | $745,226 |
All Filings in WEC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,226 | 6,382 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,655,858 | 14,303 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,399,137 | 13,267 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,337,723 | 11,674 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,226,746 | 11,773 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $665,540 | 6,107 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $573,832 | 6,102 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||