Marks Group Wealth Management, Inc

Position in WEC — Wec Energy Group, Inc.

CIK 1802473 MINNETONKA, MN

Position in WEC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,919,581

+$80,692 QoQ

Shares Held

16,439

+3.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#443

of 1,383 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 73% Shared 27% None 0%

Utilities · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $14,993,959 across 9 Utilities - Regulated Electric names. WEC ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNP	Centerpoint Energy Inc	65,499	$2,884,575
2	ETR	Entergy Corp /De/	18,506	$2,125,598
3	WEC	Wec Energy Group, Inc. This page	16,439	$1,919,581
4	DUK	Duke Energy CORP	13,694	$1,733,385
5	EIX	Edison International	21,310	$1,586,529
6	PPL	PPL Corp	42,672	$1,551,126
7	AEE	Ameren Corp	12,661	$1,431,199
8	ES	Eversource Energy	16,827	$1,216,087

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,919,581	16,439	+3.5%	Shares	Sole	2026-07-28
2026-03-31	$1,838,889	15,884	+3.9%	Shares	Sole	2026-05-05
2025-12-31	$1,612,166	15,287	+43.8%	Shares	Sole	2026-02-11
2025-09-30	$1,217,861	10,628	-5.2%	Shares	Sole	2025-11-10
2025-06-30	$1,167,665	11,206	-10.1%	Shares	Sole	2025-07-22
2025-03-31	$1,358,653	12,467	-0.1%	Shares	Sole	2025-05-01
2024-12-31	$1,173,524	12,479	-2.2%	Shares	Sole	2025-01-29
2024-09-30	$1,227,640	12,764	-1.1%	Shares	Sole	2024-10-30
2024-06-30	$1,012,682	12,907	-11.9%	Shares	Sole	2024-08-14
2022-12-31	$1,374,146	14,656	0.0%	Shares	Sole	2023-02-06
2022-09-30	$1,310,686	14,656	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,474,979	14,656	0.0%	Shares	Sole	2022-08-09
2022-03-31	$1,462,815	14,656	0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,422,657	14,656	—	Shares	Sole	2022-03-03
No filing history on record for this holder in this stock.