Clean Yield Group

Position in WEC — Wec Energy Group, Inc.

CIK 1525865 NORWICH, VT

Position in WEC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$72,047

+$617 QoQ

Shares Held

617

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,145

of 1,386 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Clean Yield Group holds $847,684 across 6 Utilities - Regulated Electric names. WEC ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,358	$645,811
2	IDA	Idacorp Inc	700	$105,910
3	WEC	Wec Energy Group, Inc. This page	617	$72,047
4	SO	Southern Co	100	$9,571
5	AEP	American Electric Power Co Inc	66	$9,029
6	DUK	Duke Energy CORP	42	$5,316

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,047	617	0.0%	Shares	Sole	2026-08-05
2026-03-31	$71,430	617	-28.8%	Shares	Sole	2026-04-14
2025-12-31	$91,433	867	0.0%	Shares	Sole	2026-01-26
2025-09-30	$99,349	867	0.0%	Shares	Sole	2025-10-23
2025-06-30	$90,341	867	0.0%	Shares	Sole	2025-07-17
2025-03-31	$94,485	867	+12.6%	Shares	Sole	2025-04-14
2024-12-31	$72,410	770	-20.6%	Shares	Sole	2025-01-13
2024-09-30	$93,294	970	0.0%	Shares	Sole	2024-10-07
2024-06-30	$76,106	970	-34.0%	Shares	Sole	2024-07-10
2024-03-31	$120,716	1,470	0.0%	Shares	Sole	2024-05-29
2023-12-31	$123,729	1,470	0.0%	Shares	Sole	2024-01-24
2023-09-30	$118,408	1,470	0.0%	Shares	Sole	2023-10-12
2023-06-30	$129,712	1,470	-12.0%	Shares	Sole	2023-07-26
2023-03-31	$158,299	1,670	0.0%	Shares	Sole	2023-04-26
2022-12-31	$156,579	1,670	0.0%	Shares	Sole	2023-01-31
2022-09-30	$149,348	1,670	0.0%	Shares	Sole	2022-10-31
2022-06-30	$168,068	1,670	0.0%	Shares	Sole	2022-07-18
2022-03-31	$166,682	1,670	0.0%	Shares	Sole	2022-04-25
2021-12-31	$162,106	1,670	0.0%	Shares	Sole	2022-01-24
2021-09-30	$147,294	1,670	0.0%	Shares	Sole	2021-10-27
2021-06-30	$148,546	1,670	0.0%	Shares	Sole	2021-07-26
2020-12-31	$153,690	1,670	-1.9%	Shares	Sole	2021-01-26
2020-09-30	$164,923	1,702	+1.9%	Shares	Sole	2020-10-16
2020-06-30	$146,375	1,670	0.0%	Shares	Sole	2020-07-22
2020-03-31	$147,177	1,670	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.