Alley Investment Management Company, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1917618 LAKE FOREST, IL

Position in WEC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,626,949

-$336,637 QoQ

Shares Held

65,316

-5.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#234

of 1,380 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Utilities · as of Jun 30, 2026

Alley Investment Management Company, LLC holds $24,442,130 across 4 Utilities - Regulated Electric names. WEC ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	84,809	$10,735,123
2	WEC	Wec Energy Group, Inc. This page	65,316	$7,626,949
3	NEE	Nextera Energy Inc	66,033	$5,795,716
4	XEL	Xcel Energy Inc	3,541	$284,342

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,626,949	65,316	-5.0%	Shares	Sole	2026-07-23
2026-03-31	$7,963,586	68,788	+16.2%	Shares	Sole	2026-04-24
2025-12-31	$6,243,759	59,205	-0.5%	Shares	Sole	2026-01-27
2025-09-30	$6,820,282	59,519	+36.5%	Shares	Sole	2025-10-24
2025-06-30	$4,542,390	43,593	+1.7%	Shares	Sole	2025-07-18
2025-03-31	$4,669,684	42,849	+0.9%	Shares	Sole	2025-04-28
2024-12-31	$3,995,289	42,485	+3.0%	Shares	Sole	2025-02-06
2024-09-30	$3,966,847	41,244	+1.2%	Shares	Sole	2024-11-13
2024-06-30	$3,198,578	40,767	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$3,291,205	40,078	+2.1%	Shares	Sole	2024-05-10
2023-12-31	$3,304,177	39,256	+324.5%	Shares	Sole	2024-02-12
2023-09-30	$744,845	9,247	-0.2%	Shares	Sole	2023-10-27
2023-06-30	$817,984	9,270	0.0%	Shares	Sole	2023-08-11
2023-03-31	$878,703	9,270	0.0%	Shares	Sole	2023-05-12
2022-12-31	$869,155	9,270	-0.2%	Shares	Sole	2023-02-08
2022-09-30	$830,357	9,285	-0.2%	Shares	Sole	2022-10-27
2022-06-30	$936,555	9,306	0.0%	Shares	Sole	2022-08-05
2022-03-31	$928,831	9,306	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.