LAZARI CAPITAL MANAGEMENT, INC.

Position in WEC — Wec Energy Group, Inc.

CIK 1986389 WOODLAND HILLS, CA

Position in WEC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$214,506

+$3,574 QoQ

Shares Held

1,837

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,061

of 1,386 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LAZARI CAPITAL MANAGEMENT, INC. holds $1,103,878 across 4 Utilities - Regulated Electric names. WEC ranks #4 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	2,550	$322,779
2	XEL	Xcel Energy Inc	3,634	$291,810
3	SO	Southern Co	2,871	$274,783
4	WEC	Wec Energy Group, Inc. This page	1,837	$214,506

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,506	1,837	+0.8%	Shares	Sole	2026-07-23
2026-03-31	$210,932	1,822	+1.6%	Shares	Sole	2026-04-24
2025-09-30	$205,459	1,793	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.