PFW Advisors LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1989744 ATLANTA, GA

Position in WEC

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

Position Value

$1,213,123

-$43,676 QoQ

Shares Held

10,389

-4.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#537

of 1,386 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PFW Advisors LLC holds $4,377,856 across 3 Utilities - Regulated Electric names. WEC ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,462	$2,585,879
2	WEC	Wec Energy Group, Inc. This page	10,389	$1,213,123
3	SO	Southern Co	6,048	$578,854

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,213,123	10,389	-4.3%	Shares	Sole	2026-07-13
2026-03-31	$1,256,799	10,856	-0.1%	Shares	Sole	2026-04-10
2025-12-31	$1,146,350	10,870	-1.0%	Shares	Sole	2026-01-12
2025-09-30	$1,258,198	10,980	+0.3%	Shares	Sole	2025-10-14
2025-06-30	$1,141,198	10,952	-4.0%	Shares	Sole	2025-07-09
2025-03-31	$1,243,352	11,409	+0.0%	Shares	Sole	2025-04-14
2024-12-31	$1,072,714	11,407	+1.2%	Shares	Sole	2025-01-13
2024-06-30	$884,793	11,277	+0.9%	Shares	Sole	2024-07-10
2024-03-31	$917,773	11,176	-1.6%	Shares	Sole	2024-04-11
2023-12-31	$955,918	11,357	-3.7%	Shares	Sole	2024-01-22
2023-09-30	$949,523	11,788	+7.3%	Shares	Sole	2023-10-16
2023-06-30	$969,757	10,990	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.