Position in WEC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$225,249
+$1,929 QoQ
Shares Held
1,929
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,045
of 1,386 holders
Holding Since
Jun 2025
5 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, 2026Gladwyn Financial Advisors, Inc. holds $1,110,825 across 4 Utilities - Regulated Electric names. WEC ranks #2 (20.3% of the industry book) .
All Filings in WEC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,249 | 1,929 | Shares | Other | 2026-07-02 | |
| 2026-03-31 | $223,320 | 1,929 | Shares | Other | 2026-04-08 | |
| 2025-12-31 | $203,432 | 1,929 | Shares | Other | 2026-01-08 | |
| 2025-09-30 | $192,396 | 1,679 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $173,597 | 1,666 | Shares | Other | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||