Position in WEC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$164,061
+$1,405 QoQ
Shares Held
1,405
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,102
of 1,383 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Align Financial, LLC holds $239,339 across 4 Utilities - Regulated Electric names. WEC ranks #1 (68.5% of the industry book) .
All Filings in WEC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,061 | 1,405 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $162,656 | 1,405 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $148,171 | 1,405 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||