GENESIS PRIVATE WEALTH, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1965529 ASHBURN, VA

Position in WEC

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

Position Value

$255,959

+$39,354 QoQ

Shares Held

2,192

+17.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#990

of 1,383 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

GENESIS PRIVATE WEALTH, LLC holds $1,868,413 across 6 Utilities - Regulated Electric names. WEC ranks #5 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,516	$445,055
2	FE	Firstenergy Corp	7,176	$341,147
3	SO	Southern Co	3,198	$306,080
4	D	Dominion Energy, Inc	3,922	$267,833
5	WEC	Wec Energy Group, Inc. This page	2,192	$255,959
6	NGG	National Grid PLC	3,045	$252,339

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,959	2,192	+17.2%	Shares	Sole	2026-07-13
2026-03-31	$216,605	1,871	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.