Portside Wealth Group, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1978608 Provo, UT

Position in WEC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$992,427

-$52,165 QoQ

Shares Held

8,499

-5.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#579

of 1,380 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Portside Wealth Group, LLC holds $6,728,640 across 7 Utilities - Regulated Electric names. WEC ranks #4 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	13,911	$1,760,853
2	PCG	PG&E Corp	98,846	$1,662,588
3	AEP	American Electric Power Co Inc	9,786	$1,338,821
4	WEC	Wec Energy Group, Inc. This page	8,499	$992,427
5	NEE	Nextera Energy Inc	4,341	$381,008
6	ETR	Entergy Corp /De/	3,058	$351,241
7	XEL	Xcel Energy Inc	3,010	$241,702

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$992,427	8,499	-5.8%	Shares	Sole	2026-07-14
2026-03-31	$1,044,592	9,023	-8.6%	Shares	Other	2026-05-12
2025-12-31	$1,041,206	9,873	-13.0%	Shares	Sole	2026-01-21
2025-09-30	$1,301,053	11,354	+1.9%	Shares	Other	2025-11-05
2025-06-30	$1,160,475	11,137	-1.5%	Shares	Sole	2025-08-11
2025-03-31	$1,232,018	11,305	+4.8%	Shares	Other	2025-04-14
2024-12-31	$1,014,785	10,791	+6.5%	Shares	Other	2025-04-14
2024-09-30	$974,783	10,135	-1.6%	Shares	Sole	2024-10-31
2024-06-30	$808,451	10,304	-0.8%	Shares	Other	2024-07-18
2024-03-31	$852,651	10,383	+27.7%	Shares	Other	2024-04-17
2023-12-31	$684,133	8,128	-21.7%	Shares	Other	2024-01-16
2023-09-30	$835,625	10,374	+1.2%	Shares	Other	2023-10-27
2023-06-30	$904,195	10,247	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.