Geneos Wealth Management Inc.

Position in WEC — Wec Energy Group, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in WEC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,874,041

+$60,620 QoQ

Shares Held

16,049

+2.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#445

of 1,383 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. WEC ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	125,697	$11,032,425
2	DUK	Duke Energy CORP	53,985	$6,833,421
3	XEL	Xcel Energy Inc	40,998	$3,292,139
4	AEP	American Electric Power Co Inc	22,966	$3,141,978
5	SO	Southern Co	30,668	$2,935,234
6	WEC	Wec Energy Group, Inc. This page	16,049	$1,874,041
7	ED	Consolidated Edison Inc	10,533	$1,165,265
8	D	Dominion Energy, Inc	14,586	$996,077

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,874,041	16,049	+2.5%	Shares	Sole	2026-08-06
2026-03-31	$1,813,421	15,664	-3.2%	Shares	Sole	2026-05-05
2025-12-31	$1,705,815	16,175	+1.6%	Shares	Sole	2026-01-28
2025-09-30	$1,825,189	15,928	-7.5%	Shares	Sole	2025-10-22
2025-06-30	$1,793,594	17,213	+19.4%	Shares	Sole	2025-08-18
2025-03-31	$1,570,510	14,411	+19.6%	Shares	Sole	2025-05-08
2024-12-31	$1,133,558	12,054	+1.5%	Shares	Sole	2025-01-21
2024-09-30	$1,142,041	11,874	+22.1%	Shares	Sole	2024-11-14
2024-06-30	$763,023	9,725	+35.4%	Shares	Sole	2024-07-23
2024-03-31	$589,867	7,183	+7.0%	Shares	Sole	2024-05-03
2023-12-31	$565,285	6,716	-9.4%	Shares	Sole	2024-01-26
2023-09-30	$596,794	7,409	+0.9%	Shares	Sole	2023-10-11
2023-06-30	$647,946	7,343	+8.6%	Shares	Sole	2023-08-08
2023-03-31	$640,780	6,760	+2.8%	Shares	Sole	2023-04-25
2022-12-31	$616,659	6,577	+10.6%	Shares	Sole	2023-01-31
2022-09-30	$531,571	5,944	-50.8%	Shares	Sole	2022-11-14
2022-06-30	$1,216,838	12,091	+20.1%	Shares	Sole	2022-07-22
2022-03-31	$1,004,687	10,066	+4.8%	Shares	Sole	2022-05-16
2021-12-31	$932,745	9,609	-16.5%	Shares	Sole	2022-02-09
2021-09-30	$1,014,652	11,504	+1.2%	Shares	Sole	2021-11-09
2021-06-30	$1,011,005	11,366	-17.3%	Shares	Sole	2021-07-08
2021-03-31	$1,286,956	13,751	-17.2%	Shares	Sole	2021-06-17
2020-12-31	$1,528,894	16,613	-4.0%	Shares	Sole	2021-05-19
2020-09-30	$1,676,660	17,303	-4.7%	Shares	Sole	2021-09-07
2020-06-30	$1,591,022	18,152	+0.0%	Shares	Sole	2021-09-07
2020-03-31	$1,598,942	18,143	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.