Blake Schutter Theil Wealth Advisors, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 2042011
DAYTON, OH
Position in WEC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$258,879
+$13,216 QoQ
Shares Held
2,217
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#980
of 1,380 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $1,640,590 across 3 Utilities - Regulated Electric names. WEC ranks #3 (15.8% of the industry book) .
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,879 | 2,217 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $245,663 | 2,122 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $225,789 | 2,141 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $246,483 | 2,151 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $224,759 | 2,157 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $281,386 | 2,582 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $277,512 | 2,951 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $292,675 | 3,043 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||