Invst, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1867587 INDIANAPOLIS, IN

Position in WEC

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

Position Value

$700,036

-$4,077 QoQ

Shares Held

5,995

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#656

of 1,386 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Invst, LLC holds $3,384,846 across 5 Utilities - Regulated Electric names. WEC ranks #4 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	7,441	$823,197
2	D	Dominion Energy, Inc	11,208	$765,394
3	PNW	Pinnacle West Capital Corp	6,812	$728,884
4	WEC	Wec Energy Group, Inc. This page	5,995	$700,036
5	DUK	Duke Energy CORP	2,902	$367,335

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$700,036	5,995	-1.4%	Shares	Sole	2026-08-14
2026-03-31	$704,113	6,082	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.