Lodestone Wealth Management LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1950158 SPOKANE, WA

Position in WEC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$325,437

+$2,787 QoQ

Shares Held

2,787

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#900

of 1,386 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $549,234 across 14 Utilities - Regulated Electric names. WEC ranks #1 (59.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	2,787	$325,437
2	SO	Southern Co	443	$42,399
3	DUK	Duke Energy CORP	254	$32,151
4	NEE	Nextera Energy Inc	327	$28,700
5	ES	Eversource Energy	372	$26,884
6	PEG	Public Service Enterprise Group Inc	279	$22,643
7	AEP	American Electric Power Co Inc	137	$18,742
8	EXC	Exelon Corp	325	$15,151

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,437	2,787	0.0%	Shares	Sole	2026-07-24
2026-03-31	$322,650	2,787	0.0%	Shares	Sole	2026-05-01
2025-12-31	$293,917	2,787	0.0%	Shares	Sole	2026-01-15
2025-09-30	$319,362	2,787	+1.0%	Shares	Sole	2025-10-24
2025-06-30	$287,592	2,760	-4.4%	Shares	Sole	2025-08-12
2025-03-31	$314,734	2,888	0.0%	Shares	Sole	2025-04-28
2024-12-31	$271,587	2,888	0.0%	Shares	Sole	2025-01-30
2024-09-30	$277,767	2,888	0.0%	Shares	Sole	2024-10-29
2024-06-30	$226,592	2,888	0.0%	Shares	Sole	2024-07-16
2024-03-31	$237,162	2,888	0.0%	Shares	Sole	2024-04-30
2023-12-31	$243,082	2,888	0.0%	Shares	Sole	2024-01-25
2023-09-30	$232,628	2,888	0.0%	Shares	Sole	2023-10-20
2023-06-30	$254,837	2,888	0.0%	Shares	Sole	2023-07-25
2023-03-31	$273,753	2,888	-5.5%	Shares	Sole	2023-05-15
2022-12-31	$286,624	3,057	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.