Synergy Asset Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1699080 VANCOUVER, WA

Position in WEC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,874,877

+$2,853,342 QoQ

Shares Held

24,620

+10651.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#369

of 1,380 holders

Holding Since

Sep 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Synergy Asset Management, LLC holds $4,772,437 across 3 Utilities - Regulated Electric names. WEC ranks #1 (60.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	24,620	$2,874,877
2	PCG	PG&E Corp	82,425	$1,386,388
3	NEE	Nextera Energy Inc	5,824	$511,172

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,874,877	24,620	+10651.1%	Shares	Sole	2026-07-22
2024-12-31	$21,535	229	-99.3%	Shares	Sole	2025-01-23
2024-03-31	$2,759,642	33,605	-15.7%	Shares	Sole	2024-04-18
2023-12-31	$3,356,194	39,874	-2.1%	Shares	Sole	2024-01-19
2023-09-30	$3,281,043	40,733	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.