BEACON INVESTMENT ADVISORS LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1961635 Gaithersburg, MD

Position in WEC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$340,267

+$3,724 QoQ

Shares Held

2,914

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#882

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

BEACON INVESTMENT ADVISORS LLC holds $1,960,690 across 4 Utilities - Regulated Electric names. WEC ranks #4 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	7,291	$697,821
2	D	Dominion Energy, Inc	7,410	$506,028
3	DUK	Duke Energy CORP	3,291	$416,574
4	WEC	Wec Energy Group, Inc. This page	2,914	$340,267

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,267	2,914	+0.2%	Shares	Sole	2026-08-13
2026-03-31	$336,543	2,907	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$305,623	2,898	+0.2%	Shares	Sole	2026-02-17
2025-09-30	$331,279	2,891	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$300,408	2,883	+5.5%	Shares	Sole	2025-08-14
2025-03-31	$297,842	2,733	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$256,353	2,726	+0.2%	Shares	Sole	2025-02-14
2024-09-30	$261,609	2,720	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$212,861	2,713	+0.3%	Shares	Sole	2024-08-14
2024-03-31	$222,134	2,705	+2.8%	Shares	Sole	2024-05-13
2023-12-31	$221,451	2,631	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$211,363	2,624	+0.3%	Shares	Sole	2023-11-07
2023-06-30	$230,924	2,617	-18.4%	Shares	Sole	2023-08-03
2023-03-31	$303,991	3,207	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$299,469	3,194	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.