CWS Financial Advisors, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1802459 KALAMAZOO, MI

Position in WEC

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

Position Value

$823,695

+$122,708 QoQ

Shares Held

7,054

+16.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#619

of 1,386 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CWS Financial Advisors, LLC holds $4,976,924 across 6 Utilities - Regulated Electric names. WEC ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	18,002	$1,722,971
2	ETR	Entergy Corp /De/	8,848	$1,016,281
3	WEC	Wec Energy Group, Inc. This page	7,054	$823,695
4	NEE	Nextera Energy Inc	7,559	$663,453
5	DUK	Duke Energy CORP	3,240	$410,119
6	LNT	Alliant Energy Corp	4,462	$340,405

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$823,695	7,054	+16.5%	Shares	Sole	2026-07-30
2026-03-31	$700,987	6,055	+7.1%	Shares	Sole	2026-04-27
2025-12-31	$595,954	5,651	+34.7%	Shares	Sole	2026-02-06
2025-09-30	$480,705	4,195	+21.5%	Shares	Sole	2025-11-04
2025-06-30	$359,698	3,452	+4.5%	Shares	Sole	2025-08-08
2025-03-31	$360,069	3,304	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$309,673	3,293	+58.2%	Shares	Sole	2025-02-04
2024-09-30	$200,150	2,081	-24.7%	Shares	Sole	2024-11-14
2023-09-30	$222,559	2,763	-3.7%	Shares	Sole	2023-11-14
2023-06-30	$253,160	2,869	+4.2%	Shares	Sole	2023-08-14
2023-03-31	$261,051	2,754	-42.5%	Shares	Sole	2023-05-09
2020-06-30	$419,492	4,786	-1.3%	Shares	Sole	2020-08-11
2020-03-31	$427,166	4,847	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.