OneAscent Financial Services LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1780985 BIRMINGHAM, AL

Position in WEC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$352,762

-$65,051 QoQ

Shares Held

3,021

-16.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#861

of 1,380 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

OneAscent Financial Services LLC holds $6,324,640 across 10 Utilities - Regulated Electric names. WEC ranks #8 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	10,467	$1,001,796
2	DUK	Duke Energy CORP	7,493	$948,463
3	AEP	American Electric Power Co Inc	6,056	$828,521
4	XEL	Xcel Energy Inc	9,893	$794,407
5	NEE	Nextera Energy Inc	8,819	$774,043
6	EIX	Edison International	9,288	$691,491
7	ETR	Entergy Corp /De/	3,835	$440,488
8	WEC	Wec Energy Group, Inc. This page	3,021	$352,762

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,762	3,021	-16.3%	Shares	Sole	2026-08-11
2026-03-31	$417,813	3,609	+44.4%	Shares	Sole	2026-04-21
2025-12-31	$263,650	2,500	+5.5%	Shares	Sole	2026-02-11
2025-06-30	$246,849	2,369	-0.9%	Shares	Sole	2025-08-12
2025-03-31	$260,462	2,390	+7.7%	Shares	Sole	2025-05-05
2024-12-31	$208,768	2,220	-35.7%	Shares	Sole	2025-02-12
2023-12-31	$290,470	3,451	-16.6%	Shares	Sole	2024-01-11
2023-06-30	$365,048	4,137	-11.4%	Shares	Sole	2023-07-10
2023-03-31	$442,479	4,668	+2.9%	Shares	Sole	2023-04-17
2022-12-31	$425,295	4,536	+31.3%	Shares	Sole	2023-01-12
2022-09-30	$308,891	3,454	+10.8%	Shares	Sole	2022-11-02
2022-06-30	$313,694	3,117	-13.2%	Shares	Sole	2022-08-08
2020-09-30	$347,774	3,589	-14.5%	Shares	Sole	2020-11-02
2020-06-30	$368,130	4,200	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.