Kingsview Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1791965 GRANTS PASS, OR

Position in WEC

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$5,574,483

+$86,407 QoQ

Shares Held

47,739

+0.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#266

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. WEC ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	153,377	$13,461,899
2	DUK	Duke Energy CORP	74,137	$9,384,261
3	WEC	Wec Energy Group, Inc. This page	47,739	$5,574,483
4	SO	Southern Co	41,582	$3,979,813
5	AEP	American Electric Power Co Inc	24,755	$3,386,731
6	D	Dominion Energy, Inc	27,191	$1,856,873
7	DTE	Dte Energy Co	8,738	$1,331,409
8	PPL	PPL Corp	34,974	$1,271,304

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,574,483	47,739	+0.7%	Shares	Sole	2026-08-19
2026-03-31	$5,488,076	47,405	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$5,009,560	47,502	-0.2%	Shares	Sole	2026-02-09
2025-09-30	$5,452,650	47,584	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$4,963,879	47,638	+0.3%	Shares	Sole	2025-08-08
2025-03-31	$5,177,203	47,506	-0.6%	Shares	Sole	2025-05-02
2024-12-31	$4,493,701	47,785	+1.7%	Shares	Sole	2025-01-28
2024-09-30	$4,516,997	46,964	+1.6%	Shares	Sole	2024-11-12
2024-06-30	$3,626,578	46,222	+0.0%	Shares	Sole	2024-08-14
2024-03-31	$3,794,765	46,210	-1.0%	Shares	Sole	2024-05-09
2023-12-31	$3,929,813	46,689	-0.2%	Shares	Sole	2024-02-08
2023-09-30	$3,766,518	46,760	+1.3%	Shares	Sole	2023-11-07
2023-06-30	$4,074,217	46,172	-5.1%	Shares	Sole	2023-08-10
2023-03-31	$4,612,197	48,657	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$4,591,989	48,976	-1.7%	Shares	Sole	2023-02-13
2022-09-30	$4,457,370	49,842	+2.4%	Shares	Sole	2022-11-15
2022-06-30	$4,897,041	48,659	+6.6%	Shares	Sole	2022-08-16
2022-03-31	$4,554,829	45,635	-0.3%	Shares	Sole	2024-02-08
2021-12-31	$4,444,835	45,790	-1.9%	Shares	Sole	2022-02-17
2021-09-30	$4,115,147	46,657	+0.5%	Shares	Sole	2021-12-03
2021-06-30	$4,128,258	46,411	+0.2%	Shares	Sole	2021-08-17
2021-03-31	$4,336,399	46,334	+2.5%	Shares	Sole	2021-05-24
2020-12-31	$4,159,756	45,200	-0.0%	Shares	Sole	2021-02-16
2020-09-30	$4,379,976	45,201	-1.4%	Shares	Sole	2020-11-19
2020-06-30	$4,017,788	45,839	-7.7%	Shares	Sole	2020-08-14
2020-03-31	$4,376,271	49,657	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.