Valmark Advisers, Inc.

Position in WEC — Wec Energy Group, Inc.

CIK 1380443 AKRON, OH

Position in WEC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,269,056

+$216,823 QoQ

Shares Held

10,868

+19.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#521

of 1,383 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Valmark Advisers, Inc. holds $10,882,960 across 10 Utilities - Regulated Electric names. WEC ranks #5 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	36,179	$3,175,430
2	D	Dominion Energy, Inc	22,694	$1,549,773
3	SO	Southern Co	14,645	$1,401,672
4	DUK	Duke Energy CORP	10,535	$1,333,520
5	WEC	Wec Energy Group, Inc. This page	10,868	$1,269,056
6	AEP	American Electric Power Co Inc	4,414	$603,879
7	ES	Eversource Energy	8,291	$599,190
8	MGEE	Mge Energy Inc	4,546	$370,680

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,269,056	10,868	+19.6%	Shares	Sole	2026-08-06
2026-03-31	$1,052,233	9,089	-0.2%	Shares	Sole	2026-05-01
2025-12-31	$960,002	9,103	-0.8%	Shares	Sole	2026-01-26
2025-09-30	$1,051,821	9,179	-1.4%	Shares	Sole	2025-10-24
2025-06-30	$969,893	9,308	-1.3%	Shares	Sole	2025-07-23
2025-03-31	$1,027,245	9,426	+2.3%	Shares	Sole	2025-04-23
2024-12-31	$866,578	9,215	+5.6%	Shares	Sole	2025-01-30
2024-09-30	$839,651	8,730	-2.3%	Shares	Sole	2024-10-25
2024-06-30	$700,961	8,934	-1.1%	Shares	Sole	2024-08-01
2024-03-31	$741,625	9,031	-2.0%	Shares	Sole	2024-05-06
2023-12-31	$775,879	9,218	-12.5%	Shares	Sole	2024-02-02
2023-09-30	$848,997	10,540	-0.2%	Shares	Sole	2023-11-08
2023-06-30	$932,343	10,566	-0.5%	Shares	Sole	2023-08-03
2023-03-31	$1,006,575	10,619	-1.0%	Shares	Sole	2023-05-02
2022-12-31	$1,005,482	10,724	-0.7%	Shares	Sole	2023-02-07
2022-09-30	$965,933	10,801	+2.0%	Shares	Sole	2022-11-03
2022-06-30	$1,065,777	10,590	+0.0%	Shares	Sole	2022-08-01
2022-03-31	$1,056,788	10,588	+1.0%	Shares	Sole	2022-05-10
2021-12-31	$1,017,876	10,486	-5.1%	Shares	Sole	2022-02-02
2021-09-30	$974,786	11,052	+0.1%	Shares	Sole	2021-11-09
2021-06-30	$982,008	11,040	+3.7%	Shares	Sole	2021-08-06
2021-03-31	$996,733	10,650	+3.3%	Shares	Sole	2021-05-04
2020-12-31	$948,645	10,308	+156.9%	Shares	Sole	2021-02-03
2020-09-30	$388,859	4,013	-0.8%	Shares	Sole	2020-11-09
2020-06-30	$354,631	4,046	-5.3%	Shares	Sole	2020-07-31
2020-03-31	$376,491	4,272	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.