Sound View Wealth Advisors Group, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1784777 SAVANNAH, GA

Position in WEC

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

Position Value

$792,167

-$108,176 QoQ

Shares Held

6,784

-12.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#624

of 1,383 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Utilities · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $26,157,662 across 10 Utilities - Regulated Electric names. WEC ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	86,522	$8,281,020
2	ED	Consolidated Edison Inc	37,009	$4,094,305
3	NEE	Nextera Energy Inc	35,594	$3,124,085
4	AEP	American Electric Power Co Inc	21,051	$2,879,987
5	XEL	Xcel Energy Inc	32,837	$2,636,811
6	DUK	Duke Energy CORP	20,061	$2,539,321
7	PEG	Public Service Enterprise Group Inc	12,907	$1,047,532
8	WEC	Wec Energy Group, Inc. This page	6,784	$792,167

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$792,167	6,784	-12.8%	Shares	Sole	2026-08-11
2026-03-31	$900,343	7,777	-2.9%	Shares	Sole	2026-05-06
2025-12-31	$844,523	8,008	+1.5%	Shares	Sole	2026-01-08
2025-09-30	$903,885	7,888	-4.7%	Shares	Sole	2025-11-10
2025-06-30	$862,880	8,281	+1.2%	Shares	Sole	2025-08-07
2025-03-31	$891,892	8,184	+3.8%	Shares	Sole	2025-05-08
2024-12-31	$741,787	7,888	+2.6%	Shares	Sole	2025-02-07
2024-09-30	$739,431	7,688	+95.1%	Shares	Sole	2024-11-12
2024-06-30	$309,210	3,941	0.0%	Shares	Sole	2024-08-05
2024-03-31	$323,634	3,941	-7.5%	Shares	Sole	2024-05-09
2023-12-31	$358,480	4,259	-8.2%	Shares	Sole	2024-02-08
2023-09-30	$373,671	4,639	+21.0%	Shares	Sole	2023-11-07
2023-06-30	$338,223	3,833	-6.1%	Shares	Sole	2023-08-08
2023-03-31	$386,932	4,082	-4.2%	Shares	Sole	2023-05-12
2022-12-31	$399,323	4,259	+33.3%	Shares	Sole	2024-02-13
2022-09-30	$285,818	3,196	0.0%	Shares	Sole	2022-11-08
2022-06-30	$321,645	3,196	-0.2%	Shares	Sole	2022-08-05
2022-03-31	$319,491	3,201	+0.2%	Shares	Sole	2022-05-11
2021-12-31	$310,235	3,196	-1.0%	Shares	Sole	2022-01-20
2021-09-30	$284,797	3,229	+0.7%	Shares	Sole	2021-10-21
2021-06-30	$285,351	3,208	-0.7%	Shares	Sole	2021-07-21
2021-03-31	$302,202	3,229	-8.1%	Shares	Sole	2021-04-28
2020-12-31	$323,301	3,513	+20.1%	Shares	Sole	2021-02-02
2020-09-30	$283,432	2,925	0.0%	Shares	Sole	2020-11-09
2020-06-30	$256,376	2,925	+12.8%	Shares	Sole	2020-08-07
2020-03-31	$228,609	2,594	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.