Drake & Associates, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1935795 WAUKESHA, WI

Position in WEC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,971,894

+$324,372 QoQ

Shares Held

16,887

+18.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.40%

of 13F equity value

Holder Rank

#434

of 1,386 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Drake & Associates, LLC holds $2,719,602 across 2 Utilities - Regulated Electric names. WEC ranks #1 (72.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WEC	Wec Energy Group, Inc. This page	16,887	$1,971,894
2	DUK	Duke Energy CORP	5,907	$747,708

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,971,894	16,887	+18.7%	Shares	Sole	2026-08-10
2026-03-31	$1,647,522	14,231	+39.3%	Shares	Sole	2026-05-13
2025-12-31	$1,077,168	10,214	+9.6%	Shares	Sole	2026-02-23
2025-09-30	$1,068,207	9,322	+3.4%	Shares	Sole	2025-11-06
2025-06-30	$939,050	9,012	+27.4%	Shares	Sole	2025-07-23
2025-03-31	$770,706	7,072	-16.4%	Shares	Sole	2025-04-29
2024-12-31	$795,202	8,456	+36.0%	Shares	Sole	2025-02-10
2024-09-30	$597,854	6,216	+2.0%	Shares	Sole	2024-10-16
2024-06-30	$478,292	6,096	+1.9%	Shares	Sole	2024-08-05
2024-03-31	$491,241	5,982	+0.2%	Shares	Sole	2024-05-09
2023-12-31	$502,326	5,968	+0.8%	Shares	Sole	2024-01-30
2023-09-30	$476,775	5,919	-1.6%	Shares	Sole	2023-10-24
2023-06-30	$530,763	6,015	-1.3%	Shares	Sole	2023-07-11
2023-03-31	$577,460	6,092	+2.0%	Shares	Sole	2023-04-10
2022-12-31	$559,840	5,971	+0.2%	Shares	Sole	2023-01-17
2022-09-30	$533,181	5,962	+4.5%	Shares	Sole	2022-10-17
2022-06-30	$574,352	5,707	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.