Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,013
+$570 QoQ
Shares Held
454
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,169
of 1,386 holders
Holding Since
Sep 2025
4 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, 2026Seneschal Advisors, LLC holds $130,253 across 17 Utilities - Regulated Electric names. WEC ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
800 | $70,216 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
454 | $53,013 | |
| 3 | D |
Dominion Energy, Inc
|
10 | $682 | |
| 4 | XEL |
Xcel Energy Inc
|
8 | $642 | |
| 5 | EXC |
Exelon Corp
|
11 | $512 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6 | $486 | |
| 7 | CNP |
Centerpoint Energy Inc
|
11 | $484 | |
| 8 | CMS |
Cms Energy Corp
|
6 | $459 |
All Filings in WEC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,013 | 454 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $52,443 | 453 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $47,773 | 453 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,908 | 453 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||