Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$786,679
+$6,390 QoQ
Shares Held
6,737
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#627
of 1,386 holders
Holding Since
Sep 2024
8 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, 2026Legacy Wealth Managment, LLC/ID holds $786,679 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
|
6,737 | $786,679 |
All Filings in WEC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,679 | 6,737 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $780,289 | 6,740 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $705,843 | 6,693 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,104 | 62 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,460 | 62 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,756 | 62 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,830 | 62 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,658 | 194 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||