INVESTMENT HOUSE LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1566030 REDONDO BEACH, CA

Position in WEC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$852,421

+$7,300 QoQ

Shares Held

7,300

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#611

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Utilities · as of Jun 30, 2026

INVESTMENT HOUSE LLC holds $3,976,913 across 5 Utilities - Regulated Electric names. WEC ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,900	$1,746,623
2	WEC	Wec Energy Group, Inc. This page	7,300	$852,421
3	AEP	American Electric Power Co Inc	4,566	$624,674
4	SO	Southern Co	4,100	$392,411
5	EIX	Edison International	4,846	$360,784

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$852,421	7,300	0.0%	Shares	Sole	2026-07-31
2026-03-31	$845,121	7,300	0.0%	Shares	Sole	2026-04-29
2025-12-31	$769,858	7,300	0.0%	Shares	Sole	2026-02-06
2025-09-30	$836,507	7,300	0.0%	Shares	Sole	2025-10-31
2025-06-30	$760,660	7,300	0.0%	Shares	Sole	2025-08-14
2025-03-31	$795,554	7,300	0.0%	Shares	Sole	2025-05-08
2024-12-31	$686,492	7,300	0.0%	Shares	Sole	2025-02-11
2024-09-30	$702,114	7,300	0.0%	Shares	Sole	2024-11-07
2024-06-30	$572,758	7,300	0.0%	Shares	Sole	2024-07-22
2024-03-31	$599,476	7,300	0.0%	Shares	Sole	2024-05-02
2023-12-31	$614,441	7,300	0.0%	Shares	Sole	2024-02-05
2023-09-30	$588,015	7,300	0.0%	Shares	Sole	2023-11-09
2023-06-30	$644,152	7,300	0.0%	Shares	Sole	2023-08-08
2023-03-31	$691,967	7,300	0.0%	Shares	Sole	2023-05-09
2022-12-31	$684,448	7,300	0.0%	Shares	Sole	2023-02-07
2022-09-30	$652,839	7,300	0.0%	Shares	Sole	2022-10-31
2022-06-30	$734,672	7,300	0.0%	Shares	Sole	2022-08-09
2022-03-31	$728,613	7,300	0.0%	Shares	Sole	2022-04-14
2021-12-31	$708,611	7,300	0.0%	Shares	Sole	2022-02-09
2021-09-30	$643,860	7,300	0.0%	Shares	Sole	2021-11-12
2021-06-30	$649,335	7,300	0.0%	Shares	Sole	2021-07-20
2021-03-31	$683,207	7,300	-4.0%	Shares	Sole	2021-05-06
2020-12-31	$699,704	7,603	0.0%	Shares	Sole	2021-01-13
2020-09-30	$736,730	7,603	0.0%	Shares	Sole	2020-11-06
2020-06-30	$666,402	7,603	+4.2%	Shares	Sole	2020-07-13
2020-03-31	$643,349	7,300	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.