MBE Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1775850 TOMAH, WI

Position in WEC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$326,138

+$2,793 QoQ

Shares Held

2,793

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#899

of 1,386 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MBE Wealth Management, LLC holds $2,491,930 across 6 Utilities - Regulated Electric names. WEC ranks #5 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MGEE	Mge Energy Inc	9,918	$808,713
2	LNT	Alliant Energy Corp	5,666	$432,259
3	NEE	Nextera Energy Inc	4,267	$374,514
4	SO	Southern Co	3,512	$336,133
5	WEC	Wec Energy Group, Inc. This page	2,793	$326,138
6	DUK	Duke Energy CORP	1,692	$214,173

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,138	2,793	0.0%	Shares	Sole	2026-07-24
2026-03-31	$323,345	2,793	0.0%	Shares	Sole	2026-04-21
2025-12-31	$294,549	2,793	0.0%	Shares	Sole	2026-01-21
2025-09-30	$320,049	2,793	+3.5%	Shares	Sole	2025-10-28
2025-06-30	$281,131	2,698	+0.0%	Shares	Sole	2025-07-16
2025-03-31	$293,919	2,697	+9.6%	Shares	Sole	2025-04-22
2024-12-31	$231,338	2,460	+9.1%	Shares	Sole	2025-01-22
2024-09-30	$216,885	2,255	-15.3%	Shares	Sole	2024-10-21
2024-03-31	$218,603	2,662	0.0%	Shares	Sole	2024-04-22
2023-12-31	$224,060	2,662	-0.8%	Shares	Sole	2024-01-29
2023-09-30	$216,196	2,684	+0.8%	Shares	Sole	2023-10-16
2023-06-30	$234,894	2,662	0.0%	Shares	Sole	2023-07-17
2023-03-31	$252,330	2,662	0.0%	Shares	Sole	2023-04-20
2022-12-31	$249,589	2,662	-15.5%	Shares	Sole	2023-01-18
2022-09-30	$281,615	3,149	0.0%	Shares	Sole	2022-10-20
2022-06-30	$316,915	3,149	+19.2%	Shares	Sole	2022-07-19
2022-03-31	$263,598	2,641	+24.0%	Shares	Sole	2022-04-20
2021-12-31	$206,662	2,129	-0.7%	Shares	Sole	2022-01-19
2021-03-31	$200,563	2,143	-0.6%	Shares	Sole	2021-04-26
2020-03-31	$190,096	2,157	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.