Tower Wealth Partners, Inc.

Position in WEC — Wec Energy Group, Inc.

CIK 1852808 LEWISBURG, PA

Position in WEC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$291,341

+$4,000 QoQ

Shares Held

2,495

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#946

of 1,380 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Tower Wealth Partners, Inc. holds $2,070,589 across 4 Utilities - Regulated Electric names. WEC ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	34,783	$1,264,362
2	WEC	Wec Energy Group, Inc. This page	2,495	$291,341
3	DUK	Duke Energy CORP	2,260	$286,070
4	NEE	Nextera Energy Inc	2,607	$228,816

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,341	2,495	+0.5%	Shares	Sole	2026-08-12
2026-03-31	$287,341	2,482	+5.1%	Shares	Sole	2026-05-08
2025-12-31	$249,096	2,362	+1.0%	Shares	Sole	2026-01-16
2025-09-30	$268,026	2,339	+1.6%	Shares	Sole	2025-11-07
2025-06-30	$239,868	2,302	+1.9%	Shares	Sole	2025-07-28
2025-03-31	$246,076	2,258	+5.6%	Shares	Sole	2025-04-11
2024-12-31	$201,151	2,139	+1.4%	Shares	Sole	2025-02-07
2024-09-30	$202,939	2,110	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.