Position in WEC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,704,713
+$218,888 QoQ
Shares Held
14,725
+4.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 76.62478777589135.ToString("F0")%
None 23.375212224108658.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Aviso Financial Inc. holds $22,066,492 across 5 Utilities - Regulated Electric names. WEC ranks #3 (7.7% of the industry book) .
All Filings in WEC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||