Obermeyer Wealth Partners

Position in WEC — Wec Energy Group, Inc.

CIK 1349654 ASPEN, CO

Position in WEC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$875,424

+$6,686 QoQ

Shares Held

7,497

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#607

of 1,386 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,121,960 across 5 Utilities - Regulated Electric names. WEC ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	7,497	$875,424
2	NEE	Nextera Energy Inc	4,580	$401,986
3	XEL	Xcel Energy Inc	4,844	$388,973
4	ETR	Entergy Corp /De/	2,184	$250,854
5	SO	Southern Co	2,139	$204,723

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$875,424	7,497	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$868,738	7,504	-8.3%	Shares	Sole	2026-04-21
2025-12-31	$862,557	8,179	+0.1%	Shares	Sole	2026-01-29
2025-09-30	$935,971	8,168	+0.8%	Shares	Sole	2025-10-27
2025-06-30	$844,332	8,103	-1.0%	Shares	Sole	2025-08-05
2025-03-31	$892,110	8,186	+1.0%	Shares	Sole	2025-05-06
2024-12-31	$762,006	8,103	0.0%	Shares	Sole	2025-02-14
2024-09-30	$779,346	8,103	0.0%	Shares	Sole	2024-11-05
2024-06-30	$635,761	8,103	-0.6%	Shares	Sole	2024-08-01
2024-03-31	$669,360	8,151	0.0%	Shares	Sole	2024-05-07
2023-12-31	$686,069	8,151	0.0%	Shares	Sole	2024-01-31
2023-09-30	$656,563	8,151	0.0%	Shares	Sole	2023-11-08
2023-06-30	$719,244	8,151	0.0%	Shares	Sole	2023-08-07
2023-03-31	$772,633	8,151	0.0%	Shares	Sole	2023-05-09
2022-12-31	$764,237	8,151	0.0%	Shares	Sole	2023-02-08
2022-09-30	$728,943	8,151	0.0%	Shares	Sole	2022-12-09
2022-06-30	$820,316	8,151	0.0%	Shares	Sole	2022-08-15
2022-03-31	$813,551	8,151	0.0%	Shares	Sole	2022-05-16
2021-12-31	$791,217	8,151	0.0%	Shares	Sole	2022-01-31
2021-09-30	$718,918	8,151	0.0%	Shares	Sole	2021-10-19
2021-06-30	$725,031	8,151	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.