MOGY JOEL R INVESTMENT COUNSEL INC

Position in WEC — Wec Energy Group, Inc.

CIK 1126735 BEVERLY HILLS, CA

Position in WEC

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

Position Value

$1,834,223

+$15,708 QoQ

Shares Held

15,708

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#453

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MOGY JOEL R INVESTMENT COUNSEL INC holds $4,772,813 across 3 Utilities - Regulated Electric names. WEC ranks #2 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,773	$2,613,176
2	WEC	Wec Energy Group, Inc. This page	15,708	$1,834,223
3	SO	Southern Co	3,400	$325,414

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,834,223	15,708	0.0%	Shares	Sole	2026-07-14
2026-03-31	$1,818,515	15,708	0.0%	Shares	Sole	2026-04-15
2025-12-31	$1,656,565	15,708	0.0%	Shares	Sole	2026-01-30
2025-09-30	$1,799,979	15,708	0.0%	Shares	Sole	2025-10-16
2025-06-30	$1,636,773	15,708	0.0%	Shares	Sole	2025-07-10
2025-03-31	$1,711,857	15,708	0.0%	Shares	Sole	2025-04-16
2024-12-31	$1,477,180	15,708	0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,510,795	15,708	0.0%	Shares	Sole	2024-10-18
2024-06-30	$1,232,449	15,708	0.0%	Shares	Sole	2024-07-15
2024-03-31	$1,289,940	15,708	0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,322,142	15,708	0.0%	Shares	Sole	2024-02-05
2023-09-30	$1,265,279	15,708	0.0%	Shares	Sole	2023-11-01
2023-06-30	$1,386,073	15,708	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,488,961	15,708	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,472,782	15,708	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,404,766	15,708	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,580,853	15,708	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,567,815	15,708	0.0%	Shares	Sole	2022-05-12
2021-12-31	$1,524,775	15,708	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,385,445	15,708	0.0%	Shares	Sole	2021-10-27
2021-06-30	$1,397,226	15,708	0.0%	Shares	Sole	2021-08-04
2021-03-31	$1,470,111	15,708	0.0%	Shares	Sole	2021-05-05
2020-12-31	$1,445,607	15,708	0.0%	Shares	Sole	2021-02-08
2020-09-30	$1,522,105	15,708	0.0%	Shares	Sole	2020-11-12
2020-06-30	$1,376,806	15,708	0.0%	Shares	Sole	2020-08-11
2020-03-31	$1,384,346	15,708	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.