MPS Loria Financial Planners, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1716180
Burr Ridge, IL
Position in WEC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$574,741
-$32,472 QoQ
Shares Held
4,922
-6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#714
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MPS Loria Financial Planners, LLC holds $1,551,755 across 4 Utilities - Regulated Electric names. WEC ranks #1 (37.0% of the industry book) .
All Filings in WEC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,741 | 4,922 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $607,213 | 5,245 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $561,679 | 5,326 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $643,652 | 5,617 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $604,672 | 5,803 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $695,946 | 6,386 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $615,867 | 6,549 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $651,138 | 6,770 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $528,741 | 6,739 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $550,532 | 6,704 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $552,912 | 6,569 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $526,716 | 6,539 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $574,265 | 6,508 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $614,144 | 6,479 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $604,752 | 6,450 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $574,677 | 6,426 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $666,840 | 6,626 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $659,145 | 6,604 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $638,526 | 6,578 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $578,151 | 6,555 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $581,110 | 6,533 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $609,458 | 6,512 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $611,539 | 6,645 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $299,808 | 3,094 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $269,348 | 3,073 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $268,972 | 3,052 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||