MONETA GROUP INVESTMENT ADVISORS LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1120927 ST LOUIS, MO

Position in WEC

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

Position Value

$647,723

+$12,146 QoQ

Shares Held

5,547

+1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#676

of 1,383 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $32,343,748 across 16 Utilities - Regulated Electric names. WEC ranks #7 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	153,160	$17,313,206
2	EVRG	Evergy, Inc.	45,710	$3,950,715
3	NEE	Nextera Energy Inc	41,739	$3,663,432
4	CNP	Centerpoint Energy Inc	33,033	$1,454,773
5	DUK	Duke Energy CORP	10,291	$1,302,634
6	SO	Southern Co	8,353	$799,465
7	WEC	Wec Energy Group, Inc. This page	5,547	$647,723
8	AEP	American Electric Power Co Inc	4,538	$620,843

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$647,723	5,547	+1.0%	Shares	Sole	2026-08-14
2026-03-31	$635,577	5,490	+53.4%	Shares	Sole	2026-05-12
2025-12-31	$377,441	3,579	-21.7%	Shares	Sole	2026-02-12
2025-09-30	$523,905	4,572	-10.9%	Shares	Sole	2025-11-14
2025-06-30	$534,650	5,131	+25.4%	Shares	Sole	2025-08-14
2025-03-31	$446,055	4,093	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$388,103	4,127	+25.1%	Shares	Sole	2025-02-11
2024-09-30	$317,394	3,300	+35.6%	Shares	Sole	2024-11-12
2023-06-30	$214,687	2,433	-24.0%	Shares	Sole	2023-08-15
2022-06-30	$322,048	3,200	-1.7%	Shares	Sole	2022-08-15
2022-03-31	$324,981	3,256	+38.6%	Shares	Sole	2022-05-11
2021-12-31	$228,017	2,349	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.