Valtinson Bruner Financial Planning LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1761450 NEW BRIGHTON, MN

Position in WEC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$380,086

New position

Shares Held

3,255

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#842

of 1,386 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Valtinson Bruner Financial Planning LLC holds $1,795,445 across 3 Utilities - Regulated Electric names. WEC ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	14,409	$1,157,042
2	WEC	Wec Energy Group, Inc. This page	3,255	$380,086
3	LNT	Alliant Energy Corp	3,386	$258,317

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,086	3,255	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.