BRADY FAMILY WEALTH, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1971456 SAINT LOUIS, MO

Position in WEC

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

Position Value

$209,018

+$169 QoQ

Shares Held

1,790

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,075

of 1,386 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BRADY FAMILY WEALTH, LLC holds $3,625,553 across 4 Utilities - Regulated Electric names. WEC ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,291	$1,780,941
2	SO	Southern Co	14,186	$1,357,742
3	AEE	Ameren Corp	2,458	$277,852
4	WEC	Wec Energy Group, Inc. This page	1,790	$209,018

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,018	1,790	-0.8%	Shares	Sole	2026-07-13
2026-03-31	$208,849	1,804	-3.3%	Shares	Sole	2026-04-08
2025-09-30	$213,710	1,865	-34.5%	Shares	Sole	2025-10-09
2025-06-30	$296,761	2,848	+0.1%	Shares	Sole	2025-07-10
2025-03-31	$309,939	2,844	+0.8%	Shares	Sole	2025-04-21
2024-12-31	$265,286	2,821	+0.2%	Shares	Sole	2025-01-14
2024-09-30	$270,746	2,815	-1.1%	Shares	Sole	2024-10-15
2024-06-30	$223,218	2,845	-23.1%	Shares	Sole	2024-07-15
2024-03-31	$303,926	3,701	-0.9%	Shares	Sole	2024-05-13
2023-12-31	$314,374	3,735	-12.9%	Shares	Sole	2024-02-09
2023-09-30	$345,478	4,289	+9.7%	Shares	Sole	2023-10-27
2023-06-30	$345,106	3,911	+4.0%	Shares	Sole	2023-07-19
2023-03-31	$356,505	3,761	+0.7%	Shares	Sole	2023-05-05
2022-12-31	$350,099	3,734	—	Shares	Sole	2023-04-10
No filing history on record for this holder in this stock.