NewEdge Advisors, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in WEC

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$10,500,339

+$959,584 QoQ

Shares Held

90,700

+0.3% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1.6968213541494395.ToString("F0")% Shared 0.ToString("F0")% None 98.30317864585056.ToString("F0")%

Utilities · as of Mar 31, 2026

NewEdge Advisors, LLC holds $306,219,670 across 32 Utilities - Regulated Electric names. WEC ranks #6 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	957,442	$92,412,301
2	ETR	Entergy Corp /De/	485,852	$54,590,330
3	NEE	Nextera Energy Inc	441,582	$41,014,136
4	DUK	Duke Energy CORP	223,319	$29,241,389
5	DTE	Dte Energy Co	81,820	$11,963,720
6	WEC	Wec Energy Group, Inc. This page	90,700	$10,500,339
7	AEP	American Electric Power Co Inc	63,819	$8,365,394
8	D	Dominion Energy, Inc	133,997	$8,283,694

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,500,339	90,700	+0.3%	Shares	Sole	2026-06-03
2025-12-31	$9,540,755	90,468	-0.1%	Shares	Sole	2026-02-18
2025-09-30	$10,381,166	90,594	+55.2%	Shares	Sole	2025-11-17
2025-06-30	$6,081,528	58,364	+8.8%	Shares	Sole	2025-08-14
2025-03-31	$5,845,033	53,634	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$4,914,436	52,259	+3.5%	Shares	Sole	2025-02-13
2024-09-30	$4,856,801	50,497	+13.3%	Shares	Sole	2024-11-14
2024-06-30	$3,497,119	44,572	-7.7%	Shares	Sole	2024-08-16
2024-03-31	$3,966,231	48,298	+7.6%	Shares	Sole	2024-05-14
2023-12-31	$3,778,896	44,896	+7.2%	Shares	Sole	2024-02-13
2023-09-30	$3,373,836	41,885	+0.9%	Shares	Sole	2023-11-14
2023-06-30	$3,664,695	41,531	-2.0%	Shares	Sole	2023-08-14
2023-03-31	$4,015,304	42,360	-3.5%	Shares	Sole	2023-05-12
2022-12-31	$4,115,595	43,895	+6.4%	Shares	Sole	2023-02-14
2022-09-30	$3,690,686	41,269	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$4,138,115	41,118	-15.7%	Shares	Sole	2022-08-09
2022-03-31	$4,866,635	48,759	+0.0%	Shares	Sole	2022-05-13
2021-12-31	$4,730,900	48,737	+55.4%	Shares	Sole	2022-02-17
2021-09-30	$2,765,599	31,356	-21.6%	Shares	Sole	2021-10-29
2021-06-30	$3,556,487	39,983	-1.2%	Shares	Sole	2021-07-22
2021-03-31	$3,788,055	40,475	-82.9%	Shares	Sole	2021-04-26
2020-12-31	$21,823,810	237,138	+2.1%	Shares	Sole	2021-01-27
2020-09-30	$22,498,338	232,181	-0.8%	Shares	Sole	2020-11-03
2020-06-30	$20,506,856	233,963	+5.8%	Shares	Sole	2020-07-29
2020-03-31	$19,489,068	221,140	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.