Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$26,126,703
-$186,197 QoQ
Shares Held
223,745
-1.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#125
of 1,386 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BRAUN STACEY ASSOCIATES INC holds $82,645,393 across 3 Utilities - Regulated Electric names. WEC ranks #2 (31.6% of the industry book) .
All Filings in WEC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,126,703 | 223,745 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $26,312,900 | 227,286 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $23,896,497 | 226,593 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $25,758,686 | 224,790 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $23,266,297 | 223,285 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,154,545 | 221,642 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $21,902,386 | 232,905 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $22,957,204 | 238,690 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $343,733 | 4,381 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||