Ellenbecker Investment Group

Position in WEC — Wec Energy Group, Inc.

CIK 1731497 WAUKESHA, WI

Position in WEC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,599,533

+$111,405 QoQ

Shares Held

22,262

+3.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.89%

of 13F equity value

Holder Rank

#383

of 1,383 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ellenbecker Investment Group holds $4,049,398 across 5 Utilities - Regulated Electric names. WEC ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	22,262	$2,599,533
2	LNT	Alliant Energy Corp	9,805	$748,023
3	MGEE	Mge Energy Inc	3,055	$249,104
4	XEL	Xcel Energy Inc	2,993	$240,337
5	DUK	Duke Energy CORP	1,678	$212,401

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,599,533	22,262	+3.6%	Shares	Sole	2026-07-27
2026-03-31	$2,488,128	21,492	+0.8%	Shares	Sole	2026-04-23
2025-12-31	$2,248,829	21,324	+6.0%	Shares	Sole	2026-01-30
2025-09-30	$2,305,207	20,117	+0.5%	Shares	Sole	2025-10-14
2025-06-30	$2,086,292	20,022	+6.6%	Shares	Sole	2025-07-22
2025-03-31	$2,047,407	18,787	+0.4%	Shares	Sole	2025-04-15
2024-12-31	$1,759,582	18,711	-0.0%	Shares	Sole	2025-01-13
2024-09-30	$1,800,489	18,720	+0.2%	Shares	Sole	2024-10-17
2024-06-30	$1,465,240	18,675	+1.8%	Shares	Sole	2024-07-11
2024-03-31	$1,506,984	18,351	-4.4%	Shares	Sole	2024-04-09
2023-12-31	$1,615,727	19,196	-0.8%	Shares	Sole	2024-02-01
2023-09-30	$1,559,045	19,355	-3.8%	Shares	Sole	2023-10-17
2023-06-30	$1,776,271	20,130	-0.1%	Shares	Sole	2023-07-31
2023-03-31	$1,910,302	20,153	-0.6%	Shares	Sole	2023-04-18
2022-12-31	$1,901,734	20,283	+2.2%	Shares	Sole	2023-01-11
2022-09-30	$1,774,291	19,840	-1.4%	Shares	Sole	2022-10-17
2022-06-30	$2,024,172	20,113	+0.3%	Shares	Sole	2022-07-05
2022-03-31	$2,000,591	20,044	+2.9%	Shares	Sole	2022-04-13
2021-12-31	$1,891,603	19,487	-0.9%	Shares	Sole	2022-01-04
2021-09-30	$1,734,717	19,668	+6.0%	Shares	Sole	2021-10-20
2021-06-30	$1,650,823	18,559	+2.9%	Shares	Sole	2021-07-07
2021-03-31	$1,688,737	18,044	+5.4%	Shares	Sole	2021-04-06
2020-12-31	$1,575,737	17,122	+5.2%	Shares	Sole	2021-01-13
2020-09-30	$1,577,338	16,278	+11.2%	Shares	Sole	2020-10-07
2020-06-30	$1,282,582	14,633	+0.3%	Shares	Sole	2020-07-02
2020-03-31	$1,285,464	14,586	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.