STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 2056591
APPLETON, WI
Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$404,374
-$7,998 QoQ
Shares Held
3,463
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#817
of 1,386 holders
Holding Since
Dec 2024
7 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, 2026STONEHAVEN WEALTH & TAX SOLUTIONS, LLC holds $690,690 across 2 Utilities - Regulated Electric names. WEC ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
3,463 | $404,374 | |
| 2 | LNT |
Alliant Energy Corp
|
3,753 | $286,316 |
All Filings in WEC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,374 | 3,463 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $412,372 | 3,562 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $369,215 | 3,501 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $401,179 | 3,501 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $364,491 | 3,498 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $375,218 | 3,443 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $324,249 | 3,448 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||