Modern Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2001900 KANSAS CITY, MO

Position in WEC

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

Position Value

$1,063,072

+$62,128 QoQ

Shares Held

9,104

+5.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#561

of 1,383 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Utilities · as of Jun 30, 2026

Modern Wealth Management, LLC holds $44,914,548 across 23 Utilities - Regulated Electric names. WEC ranks #8 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	273,000	$23,961,208
2	SO	Southern Co	33,350	$3,191,926
3	DTE	Dte Energy Co	15,030	$2,290,120
4	DUK	Duke Energy CORP	16,984	$2,149,831
5	XEL	Xcel Energy Inc	20,279	$1,628,402
6	EXC	Exelon Corp	28,172	$1,313,377
7	FE	Firstenergy Corp	23,774	$1,130,215
8	WEC	Wec Energy Group, Inc. This page	9,104	$1,063,072

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,063,072	9,104	+5.3%	Shares	Other	2026-08-14
2026-03-31	$1,000,944	8,646	+7.5%	Shares	Other	2026-05-14
2025-12-31	$847,895	8,040	+9.4%	Shares	Other	2026-02-17
2025-09-30	$841,889	7,347	+4.9%	Shares	Other	2025-11-12
2025-06-30	$729,918	7,005	+3.4%	Shares	Other	2025-11-12
2025-03-31	$738,119	6,773	+7.4%	Shares	Other	2025-06-02
2024-12-31	$593,109	6,307	+65.8%	Shares	Other	2025-05-30
2024-09-30	$365,867	3,804	+0.0%	Shares	Other	2025-05-30
2024-06-30	$298,382	3,803	+39.4%	Shares	Other	2025-05-29
2024-03-31	$224,103	2,729	+3.3%	Shares	Other	2025-05-29
2023-12-31	$222,377	2,642	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.