LMCG INVESTMENTS, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1470944 BOSTON, MA

Position in WEC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$262,148

+$59,551 QoQ

Shares Held

2,245

+28.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#982

of 1,386 holders

Holding Since

Mar 2022

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $15,310,281 across 4 Utilities - Regulated Electric names. WEC ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	110,247	$12,662,970
2	DTE	Dte Energy Co	14,052	$2,141,103
3	WEC	Wec Energy Group, Inc. This page	2,245	$262,148
4	SO	Southern Co	2,550	$244,060

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,148	2,245	+28.3%	Shares	Sole	2026-07-22
2026-03-31	$202,597	1,750	-36.7%	Shares	Sole	2026-04-29
2022-09-30	$247,095	2,763	-4.7%	Shares	Sole	2022-11-08
2022-06-30	$291,755	2,899	0.0%	Shares	Sole	2022-08-08
2022-03-31	$289,349	2,899	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.