Advisor OS, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1767580 CHICAGO, IL

Position in WEC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$527,915

-$18,170 QoQ

Shares Held

4,521

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#732

of 1,383 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Advisor OS, LLC holds $9,247,086 across 12 Utilities - Regulated Electric names. WEC ranks #6 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	19,895	$1,904,147
2	DUK	Duke Energy CORP	13,356	$1,690,600
3	AEP	American Electric Power Co Inc	9,428	$1,289,842
4	LNT	Alliant Energy Corp	15,314	$1,168,304
5	NEE	Nextera Energy Inc	8,149	$715,235
6	WEC	Wec Energy Group, Inc. This page	4,521	$527,915
7	ES	Eversource Energy	5,804	$419,454
8	D	Dominion Energy, Inc	5,863	$400,381

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,915	4,521	-4.2%	Shares	Sole	2026-08-05
2026-03-31	$546,085	4,717	+144.8%	Shares	Sole	2026-05-08
2025-12-31	$203,219	1,927	-41.1%	Shares	Sole	2026-02-04
2025-09-30	$375,052	3,273	+2.7%	Shares	Sole	2025-11-12
2025-06-30	$332,084	3,187	-1.8%	Shares	Sole	2025-08-14
2025-03-31	$353,637	3,245	+0.7%	Shares	Sole	2025-05-06
2024-12-31	$302,995	3,222	+3.5%	Shares	Sole	2025-02-05
2024-09-30	$299,309	3,112	-44.2%	Shares	Sole	2024-11-04
2024-06-30	$437,569	5,577	+7.0%	Shares	Sole	2024-08-05
2024-03-31	$428,090	5,213	+8.7%	Shares	Sole	2024-05-09
2023-12-31	$403,509	4,794	+78.5%	Shares	Sole	2024-02-08
2023-09-30	$216,355	2,686	-0.4%	Shares	Sole	2023-11-03
2023-06-30	$237,894	2,696	+2.6%	Shares	Sole	2023-08-08
2022-09-30	$234,930	2,627	—	Shares	Sole	2022-11-04
No filing history on record for this holder in this stock.