RDA Financial Network

Position in WEC — Wec Energy Group, Inc.

CIK 1774086 AKRON, IA

Position in WEC

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

Position Value

$413,365

+$167,238 QoQ

Shares Held

3,540

+66.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#806

of 1,380 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RDA Financial Network holds $2,643,330 across 6 Utilities - Regulated Electric names. WEC ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,815	$736,062
2	PEG	Public Service Enterprise Group Inc	5,996	$486,635
3	WEC	Wec Energy Group, Inc. This page	3,540	$413,365
4	SO	Southern Co	4,038	$386,476
5	XEL	Xcel Energy Inc	4,185	$336,055
6	ETR	Entergy Corp /De/	2,479	$284,737

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,365	3,540	+66.5%	Shares	Sole	2026-07-06
2026-03-31	$246,127	2,126	-3.5%	Shares	Sole	2026-04-08
2025-12-31	$232,222	2,202	+8.6%	Shares	Sole	2026-01-06
2025-09-30	$232,273	2,027	-11.4%	Shares	Sole	2025-10-08
2025-06-30	$238,513	2,289	-3.0%	Shares	Sole	2025-07-07
2025-03-31	$257,192	2,360	+2.4%	Shares	Sole	2025-04-14
2024-12-31	$216,668	2,304	+1.0%	Shares	Sole	2025-01-15
2024-09-30	$219,482	2,282	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.