Robertson Stephens Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1767307 San Francisco, CA

Position in WEC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$485,763

+$3,234 QoQ

Shares Held

4,160

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#762

of 1,386 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $3,546,012 across 7 Utilities - Regulated Electric names. WEC ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,604	$1,545,103
2	SO	Southern Co	5,270	$504,391
3	WEC	Wec Energy Group, Inc. This page	4,160	$485,763
4	IDA	Idacorp Inc	1,913	$289,436
5	DUK	Duke Energy CORP	2,253	$285,184
6	PEG	Public Service Enterprise Group Inc	2,852	$231,468
7	AEP	American Electric Power Co Inc	1,496	$204,667

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$485,763	4,160	-0.2%	Shares	Sole	2026-07-29
2026-03-31	$482,529	4,168	+0.5%	Shares	Sole	2026-04-28
2025-12-31	$437,553	4,149	+25.8%	Shares	Sole	2026-02-02
2025-09-30	$377,917	3,298	-38.6%	Shares	Sole	2025-11-12
2025-06-30	$559,866	5,373	+52.8%	Shares	Sole	2025-07-24
2025-03-31	$383,282	3,517	-0.1%	Shares	Sole	2025-04-17
2024-12-31	$330,926	3,519	-1.2%	Shares	Sole	2025-01-27
2024-09-30	$342,400	3,560	+4.6%	Shares	Sole	2024-11-12
2024-06-30	$266,999	3,403	+4.4%	Shares	Sole	2024-08-13
2024-03-31	$267,629	3,259	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$274,141	3,257	+6.8%	Shares	Sole	2024-02-06
2023-09-30	$245,758	3,051	+7.2%	Shares	Sole	2023-11-13
2023-06-30	$251,219	2,847	+31.1%	Shares	Sole	2023-08-11
2022-12-31	$203,552	2,171	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.