Beverly Hills Private Wealth, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1965710 BEVERLY HILLS, CA

Position in WEC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$618,180

-$1,101,467 QoQ

Shares Held

5,294

-64.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#688

of 1,383 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $2,172,577 across 4 Utilities - Regulated Electric names. WEC ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	10,904	$744,634
2	WEC	Wec Energy Group, Inc. This page	5,294	$618,180
3	NEE	Nextera Energy Inc	6,822	$598,766
4	ETR	Entergy Corp /De/	1,837	$210,997

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,180	5,294	-64.4%	Shares	Sole	2026-08-07
2026-03-31	$1,719,647	14,854	-3.5%	Shares	Defined	2026-05-04
2025-12-31	$1,623,345	15,393	-10.2%	Shares	Sole	2026-02-17
2025-09-30	$1,964,758	17,146	-2.5%	Shares	Sole	2025-11-10
2025-06-30	$1,832,563	17,587	+3.2%	Shares	Sole	2025-07-29
2025-03-31	$1,857,343	17,043	-1.6%	Shares	Sole	2025-04-30
2024-12-31	$1,629,429	17,327	-4.5%	Shares	Sole	2025-02-14
2024-09-30	$1,744,702	18,140	-15.7%	Shares	Sole	2024-11-12
2024-06-30	$1,687,594	21,509	-3.4%	Shares	Sole	2024-08-08
2024-03-31	$1,827,742	22,257	+2.9%	Shares	Sole	2024-05-09
2023-12-31	$1,820,173	21,625	-11.9%	Shares	Defined	2024-01-30
2023-09-30	$1,976,695	24,540	-50.7%	Shares	Sole	2023-11-08
2023-06-30	$4,390,381	49,755	+102.9%	Shares	Sole	2023-08-10
2023-03-31	$2,324,345	24,521	+19.0%	Shares	Sole	2023-05-04
2022-12-31	$1,931,268	20,598	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.