Pine Valley Investments Ltd Liability Co

Position in WEC — Wec Energy Group, Inc.

CIK 1975417 MARLTON, NJ

Position in WEC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$267,520

+$33,202 QoQ

Shares Held

2,291

+13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#973

of 1,386 holders

Holding Since

Jun 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pine Valley Investments Ltd Liability Co holds $11,266,105 across 11 Utilities - Regulated Electric names. WEC ranks #8 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	57,346	$5,033,258
2	DUK	Duke Energy CORP	18,664	$2,362,489
3	SO	Southern Co	10,537	$1,008,496
4	PEG	Public Service Enterprise Group Inc	7,260	$589,221
5	EXC	Exelon Corp	10,539	$491,328
6	AEE	Ameren Corp	4,030	$455,551
7	D	Dominion Energy, Inc	5,757	$393,145
8	WEC	Wec Energy Group, Inc. This page	2,291	$267,520

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,520	2,291	+13.2%	Shares	Sole	2026-07-24
2026-03-31	$234,318	2,024	-1.3%	Shares	Sole	2026-06-08
2025-12-31	$216,193	2,050	-5.7%	Shares	Sole	2026-02-13
2025-09-30	$249,118	2,174	+1.7%	Shares	Sole	2026-02-17
2025-06-30	$222,779	2,138	+3.3%	Shares	Sole	2026-02-17
2025-03-31	$225,479	2,069	-16.9%	Shares	Sole	2026-02-17
2023-12-31	$209,583	2,490	-17.3%	Shares	Sole	2024-02-14
2023-09-30	$242,455	3,010	+10.8%	Shares	Sole	2023-11-08
2023-06-30	$239,659	2,716	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.