Tradition Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1843010 EDINA, MN

Position in WEC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$221,512

+$2,823 QoQ

Shares Held

1,897

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,054

of 1,386 holders

Holding Since

Sep 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $4,768,348 across 6 Utilities - Regulated Electric names. WEC ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	30,610	$2,457,983
2	SO	Southern Co	7,167	$685,953
3	NEE	Nextera Energy Inc	7,651	$671,528
4	AEP	American Electric Power Co Inc	2,870	$392,644
5	DUK	Duke Energy CORP	2,676	$338,728
6	WEC	Wec Energy Group, Inc. This page	1,897	$221,512

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,512	1,897	+0.4%	Shares	Sole	2026-08-11
2026-03-31	$218,689	1,889	+2.6%	Shares	Sole	2026-05-15
2025-09-30	$211,074	1,842	+64.5%	Shares	Sole	2025-11-13
2023-12-31	$94,270	1,120	-3.1%	Shares	Sole	2024-02-12
2023-09-30	$93,115	1,156	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$101,476	1,150	+6.9%	Shares	Sole	2023-08-14
2023-03-31	$101,994	1,076	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$100,979	1,077	+1.1%	Shares	Sole	2023-02-03
2022-09-30	$95,242	1,065	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.