Paragon Private Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1922684 LEXINGTON, KY

Position in WEC

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

Position Value

$599,146

-$426 QoQ

Shares Held

5,131

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#702

of 1,386 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Utilities · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $3,674,031 across 6 Utilities - Regulated Electric names. WEC ranks #4 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,640	$1,021,642
2	SO	Southern Co	8,121	$777,260
3	PEG	Public Service Enterprise Group Inc	8,967	$727,760
4	WEC	Wec Energy Group, Inc. This page	5,131	$599,146
5	DTE	Dte Energy Co	2,235	$340,546
6	AEP	American Electric Power Co Inc	1,518	$207,677

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$599,146	5,131	-0.9%	Shares	Sole	2026-07-28
2026-03-31	$599,572	5,179	-3.4%	Shares	Sole	2026-05-19
2025-12-31	$565,686	5,364	-1.0%	Shares	Sole	2026-02-11
2025-09-30	$620,619	5,416	+3.3%	Shares	Sole	2025-11-03
2025-06-30	$546,320	5,243	-20.0%	Shares	Sole	2025-08-14
2025-03-31	$713,927	6,551	-17.1%	Shares	Defined	2025-05-15
2024-12-31	$743,386	7,905	+6.3%	Shares	Sole	2025-02-07
2024-09-30	$715,098	7,435	+12.5%	Shares	Sole	2024-11-07
2024-06-30	$518,385	6,607	+3.1%	Shares	Sole	2024-08-12
2024-03-31	$526,389	6,410	+3.0%	Shares	Sole	2024-05-13
2023-12-31	$523,958	6,225	+13.1%	Shares	Sole	2024-02-09
2023-09-30	$443,508	5,506	+9.6%	Shares	Sole	2023-11-13
2023-06-30	$443,141	5,022	+8.5%	Shares	Sole	2023-08-03
2023-03-31	$438,782	4,629	+38.9%	Shares	Sole	2023-04-17
2022-12-31	$312,502	3,333	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.