Foundations Investment Advisors, LLC

Endowment

Position in WEC — Wec Energy Group, Inc.

CIK 1743404 PHOENIX, AZ

Position in WEC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,324,675

+$54,057 QoQ

Shares Held

28,472

+0.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#348

of 1,386 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. WEC ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	347,316	$33,241,613
2	PEG	Public Service Enterprise Group Inc	261,886	$21,254,667
3	DUK	Duke Energy CORP	28,782	$3,643,225
4	NEE	Nextera Energy Inc	39,939	$3,505,446
5	WEC	Wec Energy Group, Inc. This page	28,472	$3,324,675
6	XEL	Xcel Energy Inc	24,024	$1,929,127
7	ED	Consolidated Edison Inc	16,040	$1,774,505
8	AEP	American Electric Power Co Inc	10,312	$1,410,784

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,324,675	28,472	+0.8%	Shares	Sole	2026-08-14
2026-03-31	$3,270,618	28,251	-27.3%	Shares	Sole	2026-05-11
2025-12-31	$4,099,546	38,873	-4.0%	Shares	Sole	2026-02-10
2025-09-30	$4,638,144	40,476	-1.9%	Shares	Sole	2025-11-03
2025-06-30	$4,301,376	41,280	+231.6%	Shares	Sole	2025-08-08
2025-03-31	$1,356,801	12,450	+2.1%	Shares	Sole	2025-05-07
2024-12-31	$1,146,253	12,189	+3.7%	Shares	Sole	2025-01-22
2024-09-30	$1,130,211	11,751	+24.4%	Shares	Sole	2024-10-21
2024-06-30	$740,976	9,444	+34.6%	Shares	Sole	2024-08-02
2024-03-31	$576,236	7,017	-13.3%	Shares	Sole	2024-05-13
2023-12-31	$681,019	8,091	+23.1%	Shares	Sole	2024-02-08
2023-09-30	$529,535	6,574	-5.8%	Shares	Sole	2023-10-05
2023-06-30	$615,826	6,979	-11.7%	Shares	Sole	2023-07-19
2023-03-31	$749,504	7,907	+16.8%	Shares	Sole	2023-04-25
2022-12-31	$634,848	6,771	-1.0%	Shares	Sole	2023-01-11
2022-09-30	$611,522	6,838	+1.2%	Shares	Sole	2022-10-19
2022-06-30	$680,125	6,758	0.0%	Shares	Sole	2022-07-08
2022-03-31	$674,515	6,758	+0.3%	Shares	Sole	2022-04-19
2021-12-31	$654,251	6,740	-2.5%	Shares	Sole	2022-01-21
2021-09-30	$609,462	6,910	+2.7%	Shares	Sole	2021-10-13
2021-06-30	$598,277	6,726	-5.5%	Shares	Sole	2021-07-14
2021-03-31	$665,986	7,116	+44.5%	Shares	Sole	2021-04-09
2020-12-31	$453,063	4,923	-3.7%	Shares	Sole	2021-01-13
2020-09-30	$495,546	5,114	—	Shares	Sole	2020-10-07
No filing history on record for this holder in this stock.