Summit Asset Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1509974 MEMPHIS, TN

Position in WEC

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

Position Value

$331,042

+$2,835 QoQ

Shares Held

2,835

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#885

of 1,380 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Asset Management, LLC holds $3,287,073 across 6 Utilities - Regulated Electric names. WEC ranks #5 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,848	$1,215,438
2	SO	Southern Co	7,100	$679,541
3	DUK	Duke Energy CORP	3,477	$440,118
4	ETR	Entergy Corp /De/	3,510	$403,158
5	WEC	Wec Energy Group, Inc. This page	2,835	$331,042
6	D	Dominion Energy, Inc	3,189	$217,776

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,042	2,835	0.0%	Shares	Sole	2026-08-06
2026-03-31	$328,207	2,835	0.0%	Shares	Sole	2026-05-08
2025-12-31	$298,979	2,835	0.0%	Shares	Sole	2026-02-09
2025-09-30	$324,862	2,835	-15.0%	Shares	Sole	2025-11-06
2025-06-30	$347,507	3,335	0.0%	Shares	Sole	2025-08-07
2025-03-31	$363,448	3,335	0.0%	Shares	Sole	2025-05-06
2024-12-31	$313,623	3,335	0.0%	Shares	Sole	2025-02-04
2024-09-30	$320,760	3,335	0.0%	Shares	Sole	2024-11-06
2024-06-30	$261,664	3,335	0.0%	Shares	Sole	2024-08-05
2024-03-31	$273,870	3,335	0.0%	Shares	Sole	2024-05-06
2023-12-31	$280,706	3,335	0.0%	Shares	Sole	2024-02-06
2023-09-30	$268,634	3,335	0.0%	Shares	Sole	2023-11-06
2023-06-30	$294,280	3,335	0.0%	Shares	Sole	2023-08-07
2023-03-31	$316,124	3,335	0.0%	Shares	Sole	2023-05-12
2022-12-31	$312,689	3,335	0.0%	Shares	Sole	2023-02-13
2022-09-30	$298,249	3,335	0.0%	Shares	Sole	2022-11-07
2022-06-30	$335,634	3,335	-0.9%	Shares	Sole	2022-08-10
2022-03-31	$335,860	3,365	0.0%	Shares	Sole	2022-05-09
2021-12-31	$326,640	3,365	+0.9%	Shares	Sole	2022-02-11
2021-09-30	$294,147	3,335	0.0%	Shares	Sole	2021-11-08
2021-06-30	$296,648	3,335	0.0%	Shares	Sole	2021-08-06
2021-03-31	$312,122	3,335	0.0%	Shares	Sole	2021-05-07
2020-12-31	$306,920	3,335	-10.7%	Shares	Sole	2021-02-09
2020-09-30	$361,921	3,735	+61.2%	Shares	Sole	2020-11-06
2020-03-31	$204,197	2,317	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.