Trueblood Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2005380 LIMA, OH

Position in WEC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,123,327

+$15,293 QoQ

Shares Held

9,620

+0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#551

of 1,386 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Trueblood Wealth Management, LLC holds $5,232,588 across 8 Utilities - Regulated Electric names. WEC ranks #1 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	9,620	$1,123,327
2	NEE	Nextera Energy Inc	11,129	$976,792
3	AEP	American Electric Power Co Inc	6,228	$852,052
4	SO	Southern Co	8,597	$822,818
5	DUK	Duke Energy CORP	3,813	$482,649
6	ETR	Entergy Corp /De/	3,112	$357,444
7	XEL	Xcel Energy Inc	4,117	$330,595
8	ES	Eversource Energy	3,970	$286,911

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,123,327	9,620	+0.5%	Shares	Sole	2026-07-27
2026-03-31	$1,108,034	9,571	-0.6%	Shares	Sole	2026-04-21
2025-12-31	$1,015,052	9,625	-10.5%	Shares	Sole	2026-01-21
2025-09-30	$1,232,759	10,758	-1.1%	Shares	Sole	2025-10-24
2025-06-30	$1,133,696	10,880	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$1,184,721	10,871	-0.4%	Shares	Sole	2025-04-15
2024-12-31	$1,026,352	10,914	-2.6%	Shares	Sole	2025-01-16
2024-09-30	$1,077,696	11,205	-0.0%	Shares	Sole	2024-10-23
2024-06-30	$879,222	11,206	-4.0%	Shares	Sole	2024-08-08
2024-03-31	$958,422	11,671	+1.3%	Shares	Sole	2024-04-26
2023-12-31	$970,059	11,525	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.