Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$243,348
+$3,010 QoQ
Shares Held
2,084
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,012
of 1,386 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KOM Wealth Management Group, LLC holds $443,854 across 2 Utilities - Regulated Electric names. WEC ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
2,084 | $243,348 | |
| 2 | MGEE |
Mge Energy Inc
|
2,459 | $200,506 |
All Filings in WEC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,348 | 2,084 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $240,338 | 2,076 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $223,575 | 2,120 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $238,461 | 2,081 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $286,133 | 2,746 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $298,605 | 2,740 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $257,011 | 2,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $262,186 | 2,726 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $213,332 | 2,719 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $239,708 | 2,919 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $253,099 | 3,007 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $241,650 | 3,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $315,899 | 3,580 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $339,063 | 3,577 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $318,127 | 3,393 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $305,135 | 3,412 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,987 | 3,418 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $209,574 | 2,159 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,120,147 | 12,593 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,259,721 | 13,460 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,197,770 | 13,015 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,257,665 | 12,979 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,090,628 | 12,443 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,099,069 | 12,471 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||