Cerro Pacific Wealth Advisors LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1842669 San Luis Obispo, CA

Position in WEC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$710,545

+$6,085 QoQ

Shares Held

6,085

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#650

of 1,386 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $3,381,902 across 5 Utilities - Regulated Electric names. WEC ranks #3 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	10,083	$965,043
2	PEG	Public Service Enterprise Group Inc	9,087	$737,500
3	WEC	Wec Energy Group, Inc. This page	6,085	$710,545
4	NEE	Nextera Energy Inc	7,457	$654,500
5	LNT	Alliant Energy Corp	4,120	$314,314

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$710,545	6,085	0.0%	Shares	Sole	2026-07-15
2026-03-31	$704,460	6,085	-2.3%	Shares	Sole	2026-04-13
2025-12-31	$656,593	6,226	+1.7%	Shares	Sole	2026-02-02
2025-09-30	$701,634	6,123	-7.0%	Shares	Sole	2025-10-28
2025-06-30	$685,844	6,582	+43.7%	Shares	Sole	2025-07-25
2025-03-31	$499,128	4,580	-0.2%	Shares	Sole	2025-04-08
2024-12-31	$431,455	4,588	-1.0%	Shares	Sole	2025-01-17
2024-09-30	$445,698	4,634	0.0%	Shares	Sole	2024-10-09
2024-06-30	$363,583	4,634	+10.9%	Shares	Sole	2024-08-09
2023-03-31	$396,222	4,180	+0.6%	Shares	Sole	2023-05-10
2022-12-31	$389,666	4,156	-0.1%	Shares	Other	2023-01-19
2022-09-30	$371,939	4,159	-9.6%	Shares	Other	2022-10-12
2022-06-30	$462,843	4,599	-11.7%	Shares	Other	2022-07-18
2022-03-31	$520,109	5,211	+1.0%	Shares	Other	2022-04-13
2021-12-31	$500,687	5,158	-9.3%	Shares	Other	2022-01-19
2021-09-30	$501,328	5,684	-27.8%	Shares	Other	2021-11-09
2021-06-30	$700,036	7,870	-22.1%	Shares	Other	2021-08-16
2020-12-31	$929,871	10,104	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.