Position in WEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$44,372
+$380 QoQ
Shares Held
380
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,180
of 1,386 holders
Holding Since
Jun 2025
5 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, 2026Aventus Investment Advisors, Inc. holds $118,085 across 5 Utilities - Regulated Electric names. WEC ranks #1 (37.6% 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 | $44,372 | 380 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $43,992 | 380 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $40,074 | 380 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $43,544 | 380 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $39,596 | 380 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||