Plotkin Financial Advisors, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1826394 CHEVY CHASE, MD

Position in WEC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$238,444

+$2,042 QoQ

Shares Held

2,042

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,020

of 1,386 holders

Holding Since

Mar 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Plotkin Financial Advisors, LLC holds $1,003,220 across 3 Utilities - Regulated Electric names. WEC ranks #3 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,425	$476,152
2	EXC	Exelon Corp	6,191	$288,624
3	WEC	Wec Energy Group, Inc. This page	2,042	$238,444

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,444	2,042	0.0%	Shares	Sole	2026-08-14
2026-03-31	$236,402	2,042	0.0%	Shares	Sole	2026-05-11
2025-12-31	$215,349	2,042	0.0%	Shares	Sole	2026-02-19
2025-09-30	$233,992	2,042	0.0%	Shares	Sole	2025-11-14
2025-06-30	$212,776	2,042	0.0%	Shares	Sole	2025-08-11
2025-03-31	$222,537	2,042	0.0%	Shares	Sole	2025-05-15
2022-06-30	$205,506	2,042	0.0%	Shares	Sole	2024-11-15
2022-03-31	$203,812	2,042	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.