Journey Advisory Group, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1840085 COVINGTON, KY

Position in WEC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,555,296

+$45,845 QoQ

Shares Held

30,447

+0.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#337

of 1,386 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Journey Advisory Group, LLC holds $11,795,249 across 6 Utilities - Regulated Electric names. WEC ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	68,216	$5,987,318
2	WEC	Wec Energy Group, Inc. This page	30,447	$3,555,296
3	SO	Southern Co	9,105	$871,439
4	DUK	Duke Energy CORP	6,643	$840,870
5	AEP	American Electric Power Co Inc	2,244	$307,001
6	CMS	Cms Energy Corp	3,050	$233,325

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,555,296	30,447	+0.4%	Shares	Sole	2026-08-04
2026-03-31	$3,509,451	30,314	-1.5%	Shares	Sole	2026-05-05
2025-12-31	$3,246,480	30,784	-4.6%	Shares	Sole	2026-01-27
2025-09-30	$3,696,673	32,260	+6.6%	Shares	Sole	2025-11-10
2025-06-30	$3,153,508	30,264	-0.5%	Shares	Sole	2025-07-30
2025-03-31	$3,315,716	30,425	+2.8%	Shares	Sole	2025-05-13
2024-12-31	$2,783,489	29,599	0.0%	Shares	Sole	2025-02-04
2024-09-30	$2,846,831	29,599	0.0%	Shares	Sole	2024-11-12
2024-06-30	$2,322,337	29,599	+10.6%	Shares	Sole	2024-08-02
2024-03-31	$2,197,859	26,764	+0.4%	Shares	Sole	2024-05-09
2023-12-31	$2,243,719	26,657	-2.8%	Shares	Sole	2024-02-14
2023-09-30	$2,208,197	27,414	+4.5%	Shares	Sole	2023-11-15
2023-06-30	$2,314,888	26,234	+16.5%	Shares	Sole	2023-08-09
2023-03-31	$2,134,860	22,522	+41.7%	Shares	Sole	2023-05-04
2022-12-31	$1,490,408	15,896	+14.3%	Shares	Sole	2023-02-07
2022-09-30	$1,243,613	13,906	+9.8%	Shares	Sole	2022-11-09
2022-06-30	$1,274,907	12,668	+54.4%	Shares	Sole	2022-08-02
2022-03-31	$818,841	8,204	+39.5%	Shares	Sole	2022-05-13
2021-12-31	$570,965	5,882	+13.9%	Shares	Sole	2022-02-11
2021-09-30	$455,464	5,164	+54.8%	Shares	Sole	2021-11-12
2021-06-30	$296,737	3,336	+49.9%	Shares	Sole	2021-08-13
2021-03-31	$208,331	2,226	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.