MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1965241
ST. LOUIS, MO
Position in WEC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,593,326
New position
Shares Held
13,645
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#481
of 1,386 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $10,746,673 across 7 Utilities - Regulated Electric names. WEC ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
35,582 | $3,405,553 | |
| 2 | NEE |
Nextera Energy Inc
|
25,742 | $2,259,375 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
13,645 | $1,593,326 | |
| 4 | AEE |
Ameren Corp
|
13,682 | $1,546,613 | |
| 5 | XEL |
Xcel Energy Inc
|
10,895 | $874,868 | |
| 6 | DUK |
Duke Energy CORP
|
5,300 | $670,874 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,895 | $396,064 |
All Filings in WEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,593,326 | 13,645 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||