Live Oak Private Wealth LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1799877 WILMINGTON, NC

Position in WEC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$314,344

+$2,692 QoQ

Shares Held

2,692

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#918

of 1,386 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $4,315,056 across 4 Utilities - Regulated Electric names. WEC ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	23,270	$2,945,516
2	ES	Eversource Energy	9,265	$669,581
3	SO	Southern Co	4,029	$385,615
4	WEC	Wec Energy Group, Inc. This page	2,692	$314,344

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,344	2,692	0.0%	Shares	Sole	2026-07-20
2026-03-31	$311,652	2,692	0.0%	Shares	Sole	2026-04-20
2025-12-31	$283,898	2,692	0.0%	Shares	Sole	2026-01-23
2025-09-30	$308,476	2,692	0.0%	Shares	Sole	2025-10-17
2025-06-30	$280,506	2,692	-0.6%	Shares	Sole	2025-08-04
2025-03-31	$295,117	2,708	0.0%	Shares	Sole	2025-04-22
2024-12-31	$254,660	2,708	+0.6%	Shares	Sole	2025-01-28
2024-09-30	$258,916	2,692	0.0%	Shares	Sole	2024-10-22
2024-06-30	$211,214	2,692	0.0%	Shares	Sole	2024-07-17
2024-03-31	$221,067	2,692	-1.4%	Shares	Sole	2024-04-23
2023-12-31	$229,784	2,730	0.0%	Shares	Sole	2024-01-29
2023-09-30	$219,901	2,730	0.0%	Shares	Sole	2023-10-23
2023-06-30	$240,895	2,730	+1.0%	Shares	Sole	2023-08-07
2023-03-31	$256,122	2,702	+0.4%	Shares	Sole	2023-05-08
2022-12-31	$252,401	2,692	-1.6%	Shares	Sole	2023-02-10
2022-09-30	$244,680	2,736	—	Shares	Sole	2022-10-25
No filing history on record for this holder in this stock.