N.E.W. Advisory Services LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1803456 DE PERE, WI

Position in WEC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,941,706

+$32,132 QoQ

Shares Held

42,320

-0.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#291

of 1,386 holders

Holding Since

Jun 2020

25 quarters on record

Utilities · as of Jun 30, 2026

N.E.W. Advisory Services LLC holds $7,243,115 across 21 Utilities - Regulated Electric names. WEC ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	42,320	$4,941,706
2	NEE	Nextera Energy Inc	5,494	$482,208
3	EIX	Edison International	5,968	$444,317
4	SO	Southern Co	2,868	$274,496
5	XEL	Xcel Energy Inc	2,356	$189,186
6	LNT	Alliant Energy Corp	2,134	$162,802
7	EXC	Exelon Corp	3,411	$159,020
8	DUK	Duke Energy CORP	999	$126,453

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,941,706	42,320	-0.2%	Shares	Sole	2026-08-06
2026-03-31	$4,909,574	42,408	+10.6%	Shares	Sole	2026-05-05
2025-12-31	$4,043,969	38,346	+11.0%	Shares	Sole	2026-01-28
2025-09-30	$3,957,136	34,533	-1.7%	Shares	Sole	2025-10-27
2025-06-30	$3,661,067	35,135	-12.5%	Shares	Sole	2025-08-18
2025-03-31	$4,376,745	40,161	+5.6%	Shares	Sole	2025-05-07
2024-12-31	$3,575,306	38,019	+7.5%	Shares	Sole	2025-01-24
2024-09-30	$3,400,924	35,360	+1.6%	Shares	Sole	2024-10-31
2024-06-30	$2,730,094	34,796	-3.6%	Shares	Sole	2024-08-05
2024-03-31	$2,963,628	36,089	+0.0%	Shares	Sole	2024-04-24
2023-12-31	$3,037,358	36,086	+0.4%	Shares	Sole	2024-02-06
2023-09-30	$2,896,094	35,954	+19.1%	Shares	Sole	2023-11-06
2023-06-30	$2,663,789	30,188	-1.1%	Shares	Sole	2023-08-04
2023-03-31	$2,892,232	30,512	+1.0%	Shares	Sole	2023-05-10
2022-12-31	$2,832,114	30,206	+0.7%	Shares	Sole	2023-02-13
2022-09-30	$2,682,452	29,995	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$2,987,397	29,684	+11.4%	Shares	Sole	2022-08-01
2022-03-31	$2,660,136	26,652	+8.4%	Shares	Sole	2022-04-11
2021-12-31	$2,386,757	24,588	-1.9%	Shares	Sole	2022-01-18
2021-09-30	$2,209,851	25,055	-4.4%	Shares	Sole	2021-10-13
2021-06-30	$2,331,468	26,211	-1.7%	Shares	Sole	2021-07-15
2021-03-31	$2,494,360	26,652	+9.1%	Shares	Sole	2021-04-14
2020-12-31	$2,248,200	24,429	+70.1%	Shares	Sole	2021-01-14
2020-09-30	$1,391,290	14,358	+1.2%	Shares	Sole	2020-10-13
2020-06-30	$1,243,928	14,192	—	Shares	Sole	2020-07-09
No filing history on record for this holder in this stock.