&PARTNERS

Position in WEC — Wec Energy Group, Inc.

CIK 107136 NASHVILLE, TN

Position in WEC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,318,662

+$1,043,905 QoQ

Shares Held

165,442

+4.8% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#148

of 1,390 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

&PARTNERS holds $274,273,041 across 29 Utilities - Regulated Electric names. WEC ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	913,761	$80,200,802
2	AEP	American Electric Power Co Inc	301,462	$41,243,016
3	DUK	Duke Energy CORP	222,048	$28,106,835
4	WEC	Wec Energy Group, Inc. This page	165,442	$19,318,662
5	SO	Southern Co	196,930	$18,848,170
6	XEL	Xcel Energy Inc	126,448	$10,153,774
7	D	Dominion Energy, Inc	137,692	$9,402,986
8	ETR	Entergy Corp /De/	77,069	$8,852,145

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,318,662	165,442	+4.8%	Shares	Sole	2026-08-14
2026-03-31	$18,274,757	157,854	-6.8%	Shares	Sole	2026-05-15
2025-12-31	$17,867,244	169,422	+5.9%	Shares	Sole	2026-02-17
2025-09-30	$18,336,577	160,019	+0.9%	Shares	Sole	2025-11-14
2025-06-30	$16,521,639	158,557	+38.7%	Shares	Sole	2025-08-14
2025-03-31	$12,461,209	114,344	-2.9%	Shares	Sole	2025-05-15
2024-12-31	$11,073,962	117,758	+88.1%	Shares	Sole	2025-02-14
2024-09-30	$6,022,118	62,613	+163.6%	Shares	Sole	2024-11-14
2024-06-30	$1,863,581	23,752	+850.8%	Shares	Sole	2024-07-24
2020-09-30	$242,056	2,498	—	Shares	Sole	2020-10-05
No filing history on record for this holder in this stock.