Richard C. Young & CO., LTD.

Position in WEC — Wec Energy Group, Inc.

CIK 1387304 NEWPORT, RI

Position in WEC

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,674,844

+$156,537 QoQ

Shares Held

14,467

+0.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Richard C. Young & CO., LTD. holds $47,280,203 across 5 Utilities - Regulated Electric names. WEC ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	227,936	$22,000,382
2	NEE	Nextera Energy Inc	108,430	$10,070,978
3	FTS	Fortis Inc.	131,328	$7,326,789
4	DUK	Duke Energy CORP	47,405	$6,207,210
5	WEC	Wec Energy Group, Inc. This page	14,467	$1,674,844

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,674,844	14,467	+0.5%	Shares	Sole	2026-05-07
2025-12-31	$1,518,307	14,397	-0.1%	Shares	Sole	2026-01-29
2025-09-30	$1,652,044	14,417	-61.8%	Shares	Sole	2025-11-12
2025-06-30	$3,929,903	37,715	+3.9%	Shares	Sole	2025-08-07
2025-03-31	$3,957,063	36,310	-4.0%	Shares	Sole	2025-05-02
2024-12-31	$3,558,097	37,836	-1.1%	Shares	Sole	2025-01-28
2024-09-30	$3,681,193	38,274	-2.7%	Shares	Sole	2024-11-07
2024-06-30	$3,085,988	39,332	-2.8%	Shares	Sole	2024-08-08
2024-03-31	$3,323,396	40,470	-6.5%	Shares	Sole	2024-05-08
2023-12-31	$3,642,625	43,277	-1.4%	Shares	Sole	2024-02-12
2023-09-30	$3,535,420	43,891	-0.8%	Shares	Sole	2023-11-13
2023-06-30	$3,904,267	44,246	-1.4%	Shares	Sole	2023-08-08
2023-03-31	$4,254,743	44,886	-12.5%	Shares	Sole	2023-05-12
2022-12-31	$4,811,294	51,315	-2.6%	Shares	Sole	2023-02-10
2022-09-30	$4,711,082	52,679	-1.8%	Shares	Sole	2022-11-10
2022-06-30	$5,399,034	53,647	-0.2%	Shares	Sole	2022-08-03
2022-03-31	$5,366,284	53,765	-1.3%	Shares	Sole	2022-05-06
2021-12-31	$5,286,820	54,464	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$4,863,083	55,137	-0.7%	Shares	Sole	2021-11-10
2021-06-30	$4,937,792	55,512	-1.7%	Shares	Sole	2021-08-11
2021-03-31	$5,283,436	56,453	+0.3%	Shares	Sole	2021-05-13
2020-12-31	$5,178,344	56,268	-1.0%	Shares	Sole	2021-02-12
2020-09-30	$5,508,474	56,847	-0.3%	Shares	Sole	2020-11-12
2020-06-30	$4,998,241	57,025	-4.9%	Shares	Sole	2020-08-13
2020-03-31	$5,284,451	59,962	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.