Kohmann Bosshard Financial Services, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1696615 FAIRLAWN, OH

Position in WEC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$320,533

+$2,745 QoQ

Shares Held

2,745

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#911

of 1,386 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Kohmann Bosshard Financial Services, LLC holds $2,848,225 across 3 Utilities - Regulated Electric names. WEC ranks #2 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	47,810	$2,272,887
2	WEC	Wec Energy Group, Inc. This page	2,745	$320,533
3	DUK	Duke Energy CORP	2,013	$254,805

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,533	2,745	0.0%	Shares	Sole	2026-07-15
2026-03-31	$317,788	2,745	0.0%	Shares	Sole	2026-05-01
2025-12-31	$289,486	2,745	0.0%	Shares	Sole	2026-01-30
2025-09-30	$314,549	2,745	0.0%	Shares	Sole	2025-11-13
2025-06-30	$286,029	2,745	0.0%	Shares	Sole	2025-08-12
2025-03-31	$299,150	2,745	0.0%	Shares	Sole	2025-05-12
2024-12-31	$258,139	2,745	0.0%	Shares	Sole	2025-02-05
2024-09-30	$264,014	2,745	0.0%	Shares	Sole	2024-10-17
2024-06-30	$215,372	2,745	0.0%	Shares	Sole	2024-07-11
2024-03-31	$225,419	2,745	+21.4%	Shares	Sole	2024-04-16
2023-03-31	$214,320	2,261	0.0%	Shares	Sole	2023-04-28
2022-12-31	$211,991	2,261	+6.6%	Shares	Sole	2023-01-27
2022-06-30	$213,457	2,121	0.0%	Shares	Sole	2022-07-08
2022-03-31	$211,697	2,121	0.0%	Shares	Sole	2022-04-12
2021-12-31	$205,885	2,121	-21.2%	Shares	Sole	2022-01-12
2020-12-31	$247,652	2,691	0.0%	Shares	Sole	2021-01-21
2020-09-30	$260,757	2,691	0.0%	Shares	Sole	2021-01-21
2020-06-30	$235,866	2,691	0.0%	Shares	Sole	2020-08-14
2020-03-31	$237,157	2,691	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.