Cresset Asset Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1761013 Chicago, IL

Position in WEC

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

Position Value

$2,225,519

-$496,349 QoQ

Shares Held

19,059

-18.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#418

of 1,386 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

Cresset Asset Management, LLC holds $85,249,756 across 22 Utilities - Regulated Electric names. WEC ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	296,249	$26,001,774
2	PPL	PPL Corp	295,058	$10,725,358
3	EXC	Exelon Corp	220,583	$10,283,579
4	ED	Consolidated Edison Inc	77,546	$8,578,913
5	XEL	Xcel Energy Inc	87,465	$7,023,439
6	ES	Eversource Energy	84,891	$6,135,072
7	WEC	Wec Energy Group, Inc. This page	19,059	$2,225,519
8	DUK	Duke Energy CORP	17,146	$2,170,340

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,225,519	19,059	-18.9%	Shares	Sole	2026-08-14
2026-03-31	$2,721,868	23,511	+72.4%	Shares	Sole	2026-05-15
2025-12-31	$1,437,947	13,635	-4.1%	Shares	Sole	2026-02-17
2025-09-30	$1,628,896	14,215	+2.9%	Shares	Sole	2026-01-22
2025-06-30	$1,439,106	13,811	-18.9%	Shares	Sole	2026-01-22
2025-03-31	$1,855,820	17,029	-4.2%	Shares	Sole	2025-05-13
2024-12-31	$1,670,902	17,768	-49.9%	Shares	Sole	2025-02-14
2024-09-30	$3,410,349	35,458	-1.7%	Shares	Defined	2024-11-14
2024-06-30	$2,830,365	36,074	+9.9%	Shares	Defined	2024-08-14
2024-03-31	$2,696,656	32,838	+34.8%	Shares	Defined	2024-05-15
2023-12-31	$2,050,381	24,360	+8.2%	Shares	Defined	2024-02-14
2023-09-30	$1,814,147	22,522	-8.5%	Shares	Defined	2023-11-14
2023-06-30	$2,170,880	24,602	+876.7%	Shares	Defined	2023-08-14
2023-03-31	$238,776	2,519	+17.5%	Shares	Sole	2023-05-12
2022-06-30	$215,671	2,143	-39.1%	Shares	Sole	2022-08-15
2022-03-31	$350,931	3,516	-5.7%	Shares	Sole	2022-05-16
2021-12-31	$361,876	3,728	-16.0%	Shares	Sole	2022-02-10
2021-09-30	$391,343	4,437	-76.6%	Shares	Sole	2021-11-15
2021-06-30	$1,689,071	18,989	+390.9%	Shares	Sole	2021-08-10
2021-03-31	$362,006	3,868	+19.8%	Shares	Sole	2021-05-12
2020-12-31	$297,072	3,228	-3.8%	Shares	Sole	2021-02-11
2020-09-30	$325,002	3,354	+21.1%	Shares	Sole	2020-11-13
2020-06-30	$242,702	2,769	-15.4%	Shares	Defined	2020-08-04
2020-03-31	$288,537	3,274	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.