McGlone Suttner Wealth Management, Inc.

Position in WEC — Wec Energy Group, Inc.

CIK 1964819 APPLETON, WI

Position in WEC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,360,720

+$37,469 QoQ

Shares Held

11,653

+2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#508

of 1,386 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $4,083,344 across 5 Utilities - Regulated Electric names. WEC ranks #1 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	11,653	$1,360,720
2	SO	Southern Co	9,850	$942,743
3	AEP	American Electric Power Co Inc	6,183	$845,896
4	PEG	Public Service Enterprise Group Inc	8,189	$664,619
5	NEE	Nextera Energy Inc	3,069	$269,366

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,360,720	11,653	+2.0%	Shares	Sole	2026-07-21
2026-03-31	$1,323,251	11,430	+0.3%	Shares	Sole	2026-04-21
2025-12-31	$1,201,611	11,394	+0.3%	Shares	Sole	2026-01-15
2025-09-30	$1,301,742	11,360	+0.3%	Shares	Sole	2025-10-20
2025-06-30	$1,180,065	11,325	+0.9%	Shares	Sole	2025-07-14
2025-03-31	$1,222,646	11,219	+0.3%	Shares	Sole	2025-04-29
2024-12-31	$1,051,743	11,184	-0.6%	Shares	Sole	2025-01-21
2024-09-30	$1,081,736	11,247	-24.8%	Shares	Sole	2024-10-10
2024-06-30	$1,172,977	14,950	+19.6%	Shares	Sole	2024-07-18
2024-03-31	$1,026,089	12,495	-16.4%	Shares	Sole	2024-04-18
2023-12-31	$1,258,341	14,950	+0.4%	Shares	Sole	2024-01-18
2023-09-30	$1,199,631	14,893	+6.7%	Shares	Sole	2023-10-19
2023-06-30	$1,231,918	13,961	+0.4%	Shares	Sole	2023-07-25
2023-03-31	$1,318,244	13,907	-9.6%	Shares	Sole	2023-04-20
2022-12-31	$1,442,403	15,384	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.