Integris Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1750852 Monterey, CA

Position in WEC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$308,039

+$21,277 QoQ

Shares Held

2,638

+6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#927

of 1,386 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Integris Wealth Management, LLC holds $2,464,670 across 5 Utilities - Regulated Electric names. WEC ranks #5 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,803	$948,179
2	XEL	Xcel Energy Inc	5,973	$479,631
3	EVRG	Evergy, Inc.	4,570	$394,985
4	SO	Southern Co	3,488	$333,836
5	WEC	Wec Energy Group, Inc. This page	2,638	$308,039

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,039	2,638	+6.5%	Shares	Sole	2026-07-13
2026-03-31	$286,762	2,477	0.0%	Shares	Sole	2026-04-13
2025-12-31	$261,224	2,477	0.0%	Shares	Sole	2026-01-21
2025-09-30	$283,839	2,477	0.0%	Shares	Sole	2025-10-15
2025-06-30	$258,103	2,477	0.0%	Shares	Sole	2025-07-23
2025-03-31	$269,943	2,477	0.0%	Shares	Sole	2025-04-23
2024-12-31	$232,937	2,477	0.0%	Shares	Sole	2025-01-23
2024-09-30	$238,237	2,477	0.0%	Shares	Sole	2024-10-18
2024-03-31	$203,411	2,477	0.0%	Shares	Sole	2024-05-03
2023-12-31	$208,489	2,477	0.0%	Shares	Sole	2024-02-09
2023-06-30	$218,570	2,477	0.0%	Shares	Sole	2023-07-13
2023-03-31	$234,794	2,477	0.0%	Shares	Sole	2023-05-15
2022-12-31	$232,243	2,477	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.