BKM Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2007263 BROOKFIELD, WI

Position in WEC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,577,212

-$994,155 QoQ

Shares Held

13,507

-39.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#484

of 1,383 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BKM Wealth Management, LLC holds $6,446,921 across 8 Utilities - Regulated Electric names. WEC ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,912	$2,010,986
2	WEC	Wec Energy Group, Inc. This page	13,507	$1,577,212
3	NGG	National Grid PLC	10,408	$862,510
4	AEP	American Electric Power Co Inc	5,229	$715,379
5	MGEE	Mge Energy Inc	5,088	$414,875
6	DUK	Duke Energy CORP	2,811	$355,816
7	LNT	Alliant Energy Corp	4,091	$312,102
8	D	Dominion Energy, Inc	2,900	$198,041

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,577,212	13,507	-39.2%	Shares	Sole	2026-07-29
2026-03-31	$2,571,367	22,211	+16.9%	Shares	Sole	2026-04-22
2025-12-31	$2,004,267	19,005	-0.3%	Shares	Sole	2026-01-29
2025-09-30	$2,184,085	19,060	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$1,984,489	19,045	+0.9%	Shares	Sole	2025-07-29
2025-03-31	$2,056,997	18,875	-1.6%	Shares	Sole	2025-05-05
2024-12-31	$1,803,687	19,180	+6.0%	Shares	Sole	2025-01-31
2024-09-30	$1,739,800	18,089	+42.7%	Shares	Sole	2024-10-23
2024-06-30	$994,323	12,673	-26.2%	Shares	Sole	2024-07-24
2024-03-31	$1,409,343	17,162	-12.0%	Shares	Sole	2024-04-18
2023-12-31	$1,641,735	19,505	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.