Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$253,390
-$14,038 QoQ
Shares Held
2,170
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#998
of 1,386 holders
Holding Since
Sep 2020
19 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, 2026ROMAN BUTLER FULLERTON & CO holds $1,285,144 across 3 Utilities - Regulated Electric names. WEC ranks #3 (19.7% of the industry book) .
All Filings in WEC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,390 | 2,170 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $267,428 | 2,310 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $243,612 | 2,310 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $264,702 | 2,310 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $240,702 | 2,310 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $251,743 | 2,310 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $217,232 | 2,310 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $222,175 | 2,310 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $199,775 | 2,264 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $212,708 | 2,244 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $208,616 | 2,225 | Shares | Sole | 2023-01-23 | |
| 2022-06-30 | $220,703 | 2,193 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $217,885 | 2,183 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $229,473 | 2,364 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $206,917 | 2,346 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $207,164 | 2,329 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $216,473 | 2,313 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $211,116 | 2,294 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $220,835 | 2,279 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||