Summit Financial, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in WEC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,473,170

+$185,924 QoQ

Shares Held

12,616

+13.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#498

of 1,386 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Financial, LLC holds $42,967,821 across 22 Utilities - Regulated Electric names. WEC ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	93,428	$8,941,993
2	AEP	American Electric Power Co Inc	57,632	$7,884,633
3	NEE	Nextera Energy Inc	71,299	$6,257,913
4	PCG	PG&E Corp	260,601	$4,383,308
5	DUK	Duke Energy CORP	23,201	$2,936,782
6	EIX	Edison International	20,342	$1,514,461
7	WEC	Wec Energy Group, Inc. This page	12,616	$1,473,170
8	ED	Consolidated Edison Inc	10,521	$1,163,938

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,473,170	12,616	+13.5%	Shares	Sole	2026-08-12
2026-03-31	$1,287,246	11,119	+3.7%	Shares	Sole	2026-05-15
2025-12-31	$1,130,636	10,721	+6.2%	Shares	Sole	2026-02-13
2025-09-30	$1,156,786	10,095	-3.5%	Shares	Sole	2025-11-14
2025-06-30	$1,090,557	10,466	+5.5%	Shares	Sole	2025-08-13
2025-03-31	$1,081,190	9,921	+0.1%	Shares	Sole	2025-05-14
2024-12-31	$932,030	9,911	+62.9%	Shares	Sole	2025-02-12
2024-09-30	$585,159	6,084	+1.4%	Shares	Sole	2024-11-12
2024-06-30	$470,760	6,000	+14.9%	Shares	Sole	2024-07-31
2024-03-31	$428,912	5,223	-2.3%	Shares	Sole	2024-04-24
2023-12-31	$450,141	5,348	-4.3%	Shares	Sole	2024-02-06
2023-09-30	$450,113	5,588	+0.1%	Shares	Sole	2023-11-07
2023-06-30	$492,643	5,583	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.