Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,778,523
+$73,810 QoQ
Shares Held
15,231
+3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#460
of 1,386 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 78%
None 22%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aviso Financial Inc. holds $21,700,143 across 4 Utilities - Regulated Electric names. WEC ranks #3 (8.2% of the industry book) .
All Filings in WEC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,778,523 | 15,231 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,704,713 | 14,725 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,485,825 | 14,089 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,539,631 | 13,436 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,311,252 | 12,584 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,312,228 | 12,041 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,042,809 | 11,089 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,024,605 | 10,653 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $764,749 | 9,747 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||