Icon Wealth Advisors, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1963212 HOUSTON, TX

Position in WEC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,250,274

+$589,322 QoQ

Shares Held

19,271

+34.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#417

of 1,390 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $9,279,273 across 7 Utilities - Regulated Electric names. WEC ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	37,032	$3,250,298
2	WEC	Wec Energy Group, Inc. This page	19,271	$2,250,274
3	PPL	PPL Corp	54,894	$1,995,396
4	SO	Southern Co	8,976	$859,092
5	DTE	Dte Energy Co	2,656	$404,694
6	AEP	American Electric Power Co Inc	2,482	$339,562
7	PCG	PG&E Corp	10,699	$179,957

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,250,274	19,271	+34.3%	Shares	Sole	2026-08-05
2026-03-31	$1,660,952	14,347	+6.8%	Shares	Sole	2026-05-12
2025-12-31	$1,416,538	13,432	+26.4%	Shares	Sole	2026-02-13
2025-09-30	$1,217,633	10,626	-2.6%	Shares	Sole	2025-11-14
2025-06-30	$1,136,822	10,910	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$1,194,856	10,964	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$1,018,359	10,829	-0.1%	Shares	Sole	2025-02-14
2024-09-30	$1,042,398	10,838	-1.1%	Shares	Sole	2024-11-14
2024-06-30	$859,450	10,954	-5.9%	Shares	Sole	2024-08-14
2024-03-31	$956,123	11,643	-6.7%	Shares	Sole	2024-05-15
2023-12-31	$1,050,609	12,482	-46.9%	Shares	Sole	2024-02-14
2022-12-31	$2,205,141	23,519	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$2,104,645	23,534	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.