Curi Capital, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1332905 CHICAGO, IL

Position in WEC

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

Position Value

$27,380,345

+$25,749,031 QoQ

Shares Held

234,481

+1564.0% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#119

of 1,386 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Jun 30, 2026

Curi Capital, LLC holds $41,459,525 across 16 Utilities - Regulated Electric names. WEC ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	234,481	$27,380,345
2	NEE	Nextera Energy Inc	34,480	$3,026,309
3	EIX	Edison International	26,039	$1,938,603
4	DUK	Duke Energy CORP	15,295	$1,936,040
5	PCG	PG&E Corp	74,496	$1,253,022
6	ED	Consolidated Edison Inc	9,535	$1,054,856
7	XEL	Xcel Energy Inc	12,561	$1,008,648
8	ES	Eversource Energy	10,832	$782,827

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,380,345	234,481	+1564.0%	Shares	Other	2026-08-14
2026-03-31	$1,631,314	14,091	-4.9%	Shares	Other	2026-05-15
2025-12-31	$1,562,072	14,812	-0.2%	Shares	Other	2026-02-17
2025-09-30	$1,700,744	14,842	+1.2%	Shares	Other	2025-11-13
2025-06-30	$1,527,571	14,660	+599.1%	Shares	Sole	2025-08-14
2021-12-31	$203,555	2,097	-13.8%	Shares	Sole	2022-01-26
2021-03-31	$227,610	2,432	0.0%	Shares	Sole	2021-05-12
2020-12-31	$223,816	2,432	0.0%	Shares	Sole	2021-02-11
2020-09-30	$235,660	2,432	-24.1%	Shares	Sole	2020-11-10
2020-06-30	$281,005	3,206	-13.5%	Shares	Other	2020-08-05
2020-03-31	$326,697	3,707	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.