EVERMAY WEALTH MANAGEMENT LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1066816 ARLINGTON, VA

Position in WEC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$131,716

+$1,128 QoQ

Shares Held

1,128

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,114

of 1,383 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $4,788,453 across 18 Utilities - Regulated Electric names. WEC ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	25,859	$2,269,644
2	DUK	Duke Energy CORP	8,766	$1,109,600
3	D	Dominion Energy, Inc	7,153	$488,478
4	CNP	Centerpoint Energy Inc	5,639	$248,341
5	WEC	Wec Energy Group, Inc. This page	1,128	$131,716
6	AEP	American Electric Power Co Inc	737	$100,828
7	PCG	PG&E Corp	5,170	$86,959
8	ED	Consolidated Edison Inc	581	$64,276

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$131,716	1,128	0.0%	Shares	Sole	2026-07-27
2026-03-31	$130,588	1,128	0.0%	Shares	Sole	2026-05-12
2025-12-31	$118,958	1,128	0.0%	Shares	Sole	2026-01-22
2025-09-30	$129,257	1,128	0.0%	Shares	Sole	2025-11-05
2025-06-30	$117,537	1,128	0.0%	Shares	Sole	2025-07-30
2025-03-31	$122,929	1,128	+28100.0%	Shares	Sole	2025-05-07
2023-12-31	$336	4	-98.6%	Shares	Sole	2024-02-12
2022-12-31	$26,065	278	0.0%	Shares	Sole	2023-01-19
2022-09-30	$24,861	278	0.0%	Shares	Sole	2022-11-14
2022-06-30	$27,977	278	0.0%	Shares	Sole	2022-08-15
2022-03-31	$27,747	278	0.0%	Shares	Sole	2022-05-16
2021-12-31	$26,985	278	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.