LFA - Lugano Financial Advisors SA

Position in WEC — Wec Energy Group, Inc.

CIK 1737871 LUGANO, V8

Position in WEC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,925

+$85 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,283

of 1,386 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LFA - Lugano Financial Advisors SA holds $247,306 across 5 Utilities - Regulated Electric names. WEC ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	1,412	$193,175
2	SO	Southern Co	246	$23,544
3	NEE	Nextera Energy Inc	153	$13,428
4	WEC	Wec Energy Group, Inc. This page	85	$9,925
5	AEE	Ameren Corp	64	$7,234

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,925	85	0.0%	Shares	Sole	2026-07-28
2026-03-31	$9,840	85	0.0%	Shares	Sole	2026-05-05
2025-12-31	$8,964	85	0.0%	Shares	Sole	2026-01-29
2025-09-30	$9,740	85	0.0%	Shares	Sole	2025-11-05
2025-06-30	$8,857	85	0.0%	Shares	Sole	2025-08-07
2025-03-31	$9,263	85	0.0%	Shares	Sole	2025-04-28
2024-12-31	$7,993	85	0.0%	Shares	Sole	2025-02-10
2024-09-30	$8,175	85	—	Shares	Sole	2024-11-07
No filing history on record for this holder in this stock.