Gradient Investments LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1542265 ARDEN HILLS, MN

Position in WEC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$735,300

+$129,476 QoQ

Shares Held

6,297

+20.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#637

of 1,380 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Gradient Investments LLC holds $73,401,182 across 12 Utilities - Regulated Electric names. WEC ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	300,571	$26,381,116
2	EIX	Edison International	251,283	$18,708,019
3	AEP	American Electric Power Co Inc	121,230	$16,585,476
4	NGG	National Grid PLC	65,039	$5,389,781
5	CNP	Centerpoint Energy Inc	52,820	$2,326,192
6	DUK	Duke Energy CORP	7,504	$949,856
7	SO	Southern Co	8,412	$805,112
8	WEC	Wec Energy Group, Inc. This page	6,297	$735,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$735,300	6,297	+20.3%	Shares	Sole	2026-07-08
2026-03-31	$605,824	5,233	0.0%	Shares	Sole	2026-04-13
2025-12-31	$551,872	5,233	-16.2%	Shares	Sole	2026-01-08
2025-09-30	$715,385	6,243	+1.7%	Shares	Sole	2025-10-06
2025-06-30	$639,788	6,140	-0.0%	Shares	Sole	2025-07-08
2025-03-31	$669,246	6,141	+2.0%	Shares	Sole	2025-04-09
2024-12-31	$566,214	6,021	-0.3%	Shares	Sole	2025-01-21
2024-09-30	$580,734	6,038	-11.5%	Shares	Sole	2024-10-15
2024-06-30	$535,411	6,824	+288.8%	Shares	Sole	2024-07-18
2024-03-31	$144,120	1,755	-55.9%	Shares	Sole	2024-04-23
2023-12-31	$334,912	3,979	0.0%	Shares	Sole	2024-01-18
2023-09-30	$320,508	3,979	+3.6%	Shares	Sole	2023-10-27
2023-06-30	$338,841	3,840	-0.2%	Shares	Sole	2023-07-11
2023-03-31	$364,846	3,849	+0.2%	Shares	Sole	2023-04-17
2022-12-31	$360,038	3,840	+0.3%	Shares	Sole	2023-01-10
2022-09-30	$342,427	3,829	0.0%	Shares	Sole	2022-10-14
2022-06-30	$385,350	3,829	0.0%	Shares	Sole	2022-07-11
2022-03-31	$382,172	3,829	-0.6%	Shares	Sole	2022-05-26
2021-12-31	$373,816	3,851	0.0%	Shares	Sole	2022-01-12
2021-09-30	$339,658	3,851	0.0%	Shares	Sole	2021-10-18
2021-06-30	$342,546	3,851	-6.1%	Shares	Sole	2021-07-12
2021-03-31	$383,719	4,100	-41.8%	Shares	Sole	2021-04-21
2020-12-31	$648,719	7,049	0.0%	Shares	Sole	2021-01-08
2020-09-30	$683,048	7,049	+32.9%	Shares	Sole	2020-10-06
2020-06-30	$464,983	5,305	-0.1%	Shares	Sole	2020-07-10
2020-03-31	$468,058	5,311	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.