Performance Wealth Partners, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1908765 HINSDALE, IL

Position in WEC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$213,222

+$5,184 QoQ

Shares Held

1,826

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,062

of 1,386 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $978,889 across 3 Utilities - Regulated Electric names. WEC ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	6,672	$509,006
2	ED	Consolidated Edison Inc	2,320	$256,661
3	WEC	Wec Energy Group, Inc. This page	1,826	$213,222

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,222	1,826	+1.6%	Shares	Sole	2026-08-07
2026-03-31	$208,038	1,797	—	Shares	Sole	2026-04-10
No filing history on record for this holder in this stock.