LIBERTY WEALTH MANAGEMENT LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1769302 OAKLAND, CA

Position in WEC

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

Position Value

$313,877

+$2,688 QoQ

Shares Held

2,688

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#916

of 1,383 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $1,298,273 across 4 Utilities - Regulated Electric names. WEC ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	6,019	$488,502
2	WEC	Wec Energy Group, Inc. This page	2,688	$313,877
3	NEE	Nextera Energy Inc	3,067	$269,190
4	DUK	Duke Energy CORP	1,791	$226,704

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,877	2,688	0.0%	Shares	Sole	2026-08-06
2026-03-31	$311,189	2,688	+12.7%	Shares	Sole	2026-05-12
2025-12-31	$251,522	2,385	+0.6%	Shares	Sole	2026-02-04
2025-09-30	$271,578	2,370	+1.3%	Shares	Sole	2025-10-31
2025-06-30	$243,828	2,340	+1.1%	Shares	Sole	2025-08-01
2025-03-31	$252,179	2,314	-8.9%	Shares	Sole	2025-05-12
2024-12-31	$238,861	2,540	-11.4%	Shares	Sole	2025-02-10
2024-09-30	$275,844	2,868	+7.9%	Shares	Sole	2024-11-04
2024-06-30	$208,625	2,659	+0.2%	Shares	Sole	2024-08-07
2024-03-31	$217,864	2,653	+12.7%	Shares	Sole	2024-05-03
2023-06-30	$207,716	2,354	+0.7%	Shares	Sole	2023-08-10
2023-03-31	$221,524	2,337	+10.8%	Shares	Sole	2023-05-03
2022-06-30	$212,249	2,109	+0.6%	Shares	Sole	2022-08-15
2022-03-31	$209,201	2,096	-16.0%	Shares	Sole	2022-05-09
2021-12-31	$242,092	2,494	-0.3%	Shares	Sole	2022-02-15
2021-09-30	$220,675	2,502	+13.5%	Shares	Sole	2021-11-15
2021-06-30	$196,045	2,204	+62.2%	Shares	Sole	2021-08-13
2021-03-31	$127,188	1,359	0.0%	Shares	Sole	2021-05-17
2020-12-31	$125,068	1,359	+2.0%	Shares	Sole	2021-02-09
2020-09-30	$129,167	1,333	+76.6%	Shares	Sole	2020-11-05
2020-06-30	$66,175	755	-8.4%	Shares	Sole	2020-08-04
2020-03-31	$72,619	824	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.