Hoese & Co LLP

Position in WEC — Wec Energy Group, Inc.

CIK 1840268 GLENCOE, MN

Position in WEC

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

Position Value

$21,018

+$180 QoQ

Shares Held

180

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,239

of 1,386 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Hoese & Co LLP holds $566,663 across 4 Utilities - Regulated Electric names. WEC ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	3,500	$281,050
2	AEP	American Electric Power Co Inc	1,000	$136,810
3	LNT	Alliant Energy Corp	1,675	$127,785
4	WEC	Wec Energy Group, Inc. This page	180	$21,018

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,018	180	0.0%	Shares	Sole	2026-07-14
2026-03-31	$20,838	180	0.0%	Shares	Sole	2026-04-22
2025-12-31	$18,982	180	0.0%	Shares	Sole	2026-01-14
2025-09-30	$20,626	180	0.0%	Shares	Sole	2025-10-16
2025-06-30	$18,756	180	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.