SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in WEC — Wec Energy Group, Inc.

CIK 1008895 CEDARBURG, WI

Position in WEC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,021,503

+$8,748 QoQ

Shares Held

8,748

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#570

of 1,380 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $13,029,887 across 5 Utilities - Regulated Electric names. WEC ranks #2 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	119,060	$10,449,896
2	WEC	Wec Energy Group, Inc. This page	8,748	$1,021,503
3	DUK	Duke Energy CORP	7,263	$919,350
4	D	Dominion Energy, Inc	5,084	$347,186
5	AEP	American Electric Power Co Inc	2,134	$291,952

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,021,503	8,748	0.0%	Shares	Sole	2026-07-29
2026-03-31	$1,012,755	8,748	0.0%	Shares	Sole	2026-04-29
2025-12-31	$922,564	8,748	-10.3%	Shares	Sole	2026-01-28
2025-09-30	$1,117,023	9,748	-26.1%	Shares	Sole	2025-10-27
2025-06-30	$1,373,564	13,182	0.0%	Shares	Sole	2025-08-01
2025-03-31	$1,436,574	13,182	-0.4%	Shares	Sole	2025-05-21
2024-12-31	$1,244,149	13,230	0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,272,461	13,230	-7.0%	Shares	Sole	2024-10-23
2024-06-30	$1,116,642	14,232	-8.2%	Shares	Sole	2024-07-29
2024-03-31	$1,273,599	15,509	-7.4%	Shares	Sole	2024-04-26
2023-12-31	$1,409,679	16,748	-7.0%	Shares	Sole	2024-01-29
2023-09-30	$1,450,383	18,006	-1.3%	Shares	Sole	2023-10-20
2023-06-30	$1,608,968	18,234	-2.4%	Shares	Sole	2023-07-26
2023-03-31	$1,771,625	18,690	-2.5%	Shares	Sole	2023-04-28
2022-12-31	$1,797,097	19,167	-3.1%	Shares	Sole	2023-02-01
2022-09-30	$1,769,104	19,782	-0.6%	Shares	Sole	2022-10-24
2022-06-30	$2,002,937	19,902	+23.6%	Shares	Sole	2022-08-24
2022-03-31	$1,606,741	16,098	+5.0%	Shares	Sole	2022-05-06
2021-12-31	$1,487,888	15,328	0.0%	Shares	Sole	2022-02-01
2021-09-30	$1,351,929	15,328	-0.5%	Shares	Sole	2021-10-27
2021-06-30	$1,369,652	15,398	+15.5%	Shares	Sole	2021-07-26
2021-03-31	$1,247,367	13,328	-0.6%	Shares	Sole	2021-04-30
2020-12-31	$1,234,582	13,415	+17.5%	Shares	Sole	2021-02-01
2020-09-30	$1,106,113	11,415	+28.1%	Shares	Sole	2020-10-28
2020-06-30	$781,049	8,911	0.0%	Shares	Sole	2020-07-29
2020-03-31	$785,326	8,911	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.