Lantz Financial LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1766883 NAPERVILLE, IL

Position in WEC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,132,822

+$91,197 QoQ

Shares Held

26,829

+2.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#357

of 1,383 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Lantz Financial LLC holds $13,145,695 across 10 Utilities - Regulated Electric names. WEC ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	33,998	$3,253,948
2	WEC	Wec Energy Group, Inc. This page	26,829	$3,132,822
3	ETR	Entergy Corp /De/	20,920	$2,402,871
4	NEE	Nextera Energy Inc	14,724	$1,292,325
5	DUK	Duke Energy CORP	7,442	$942,008
6	NGG	National Grid PLC	6,896	$571,471
7	FE	Firstenergy Corp	11,132	$529,215
8	EXC	Exelon Corp	10,057	$468,857

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,132,822	26,829	+2.1%	Shares	Sole	2026-07-09
2026-03-31	$3,041,625	26,273	-0.2%	Shares	Sole	2026-04-09
2025-12-31	$2,775,918	26,322	-3.9%	Shares	Sole	2026-01-14
2025-09-30	$3,137,817	27,383	-0.1%	Shares	Sole	2025-11-06
2025-06-30	$2,856,122	27,410	-1.0%	Shares	Sole	2025-07-11
2025-03-31	$3,017,874	27,692	-3.9%	Shares	Sole	2025-04-08
2024-12-31	$2,709,010	28,807	-3.3%	Shares	Sole	2025-01-21
2024-09-30	$2,864,048	29,778	+5.3%	Shares	Sole	2024-10-15
2024-06-30	$2,218,064	28,270	-0.6%	Shares	Sole	2024-08-07
2024-03-31	$2,336,642	28,454	+324.9%	Shares	Sole	2024-04-10
2023-12-31	$563,602	6,696	-8.6%	Shares	Sole	2024-01-12
2023-09-30	$590,109	7,326	+0.1%	Shares	Sole	2023-10-20
2023-06-30	$645,652	7,317	+0.5%	Shares	Sole	2023-07-12
2023-03-31	$690,071	7,280	+10.2%	Shares	Sole	2023-04-10
2022-12-31	$619,472	6,607	-10.2%	Shares	Sole	2023-01-23
2022-09-30	$657,936	7,357	0.0%	Shares	Sole	2022-10-17
2022-06-30	$740,408	7,357	0.0%	Shares	Sole	2022-07-29
2022-03-31	$734,302	7,357	0.0%	Shares	Sole	2022-05-05
2021-12-31	$714,143	7,357	0.0%	Shares	Sole	2022-01-19
2021-09-30	$648,887	7,357	0.0%	Shares	Sole	2021-10-14
2021-06-30	$654,405	7,357	+2.3%	Shares	Sole	2021-07-16
2021-03-31	$673,380	7,195	0.0%	Shares	Sole	2021-04-19
2020-12-31	$662,155	7,195	-1.5%	Shares	Sole	2021-01-19
2020-09-30	$708,048	7,307	+1.6%	Shares	Sole	2020-10-09
2020-06-30	$630,641	7,195	0.0%	Shares	Sole	2020-07-22
2020-03-31	$634,095	7,195	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.