AXXCESS WEALTH MANAGEMENT, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1911056 CARLSBAD, CA

Position in WEC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,249,789

+$437,200 QoQ

Shares Held

10,703

+52.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#526

of 1,386 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Utilities · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $30,108,325 across 14 Utilities - Regulated Electric names. WEC ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	104,425	$9,165,382
2	AEP	American Electric Power Co Inc	46,134	$6,311,592
3	DUK	Duke Energy CORP	28,964	$3,666,263
4	CNP	Centerpoint Energy Inc	50,992	$2,245,687
5	D	Dominion Energy, Inc	28,802	$1,966,888
6	SO	Southern Co	16,985	$1,625,634
7	WEC	Wec Energy Group, Inc. This page	10,703	$1,249,789
8	DTE	Dte Energy Co	8,067	$1,229,168

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,249,789	10,703	+52.5%	Shares	Sole	2026-07-28
2026-03-31	$812,589	7,019	+50.0%	Shares	Sole	2026-04-29
2025-12-31	$493,552	4,680	+1.5%	Shares	Sole	2026-02-19
2025-09-30	$528,374	4,611	+66.7%	Shares	Sole	2025-11-07
2025-06-30	$288,217	2,766	-66.9%	Shares	Sole	2025-07-28
2025-03-31	$910,636	8,356	+34.0%	Shares	Sole	2025-04-30
2024-12-31	$586,339	6,235	+25.0%	Shares	Sole	2025-02-10
2024-09-30	$479,649	4,987	+82.8%	Shares	Sole	2024-11-04
2024-06-30	$214,038	2,728	+0.0%	Shares	Sole	2024-08-09
2024-03-31	$223,941	2,727	-47.2%	Shares	Sole	2024-05-14
2023-12-31	$434,653	5,164	+72.0%	Shares	Sole	2024-02-06
2023-09-30	$241,811	3,002	+30.2%	Shares	Sole	2023-11-14
2022-06-30	$232,075	2,306	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.