Turning Point Benefit Group, Inc.

Position in WEC — Wec Energy Group, Inc.

CIK 2008513 FREDERICK, MD

Position in WEC

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

Position Value

$1,130,567

+$253,262 QoQ

Shares Held

9,682

+27.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.17%

of 13F equity value

Holder Rank

#548

of 1,383 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Turning Point Benefit Group, Inc. holds $3,442,793 across 5 Utilities - Regulated Electric names. WEC ranks #1 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	9,682	$1,130,567
2	EVRG	Evergy, Inc.	12,961	$1,120,219
3	SO	Southern Co	4,786	$458,068
4	ES	Eversource Energy	6,178	$446,484
5	PPL	PPL Corp	7,908	$287,455

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,130,567	9,682	+27.8%	Shares	Sole	2026-07-23
2026-03-31	$877,305	7,578	-0.9%	Shares	Sole	2026-05-12
2025-12-31	$806,346	7,646	+13.6%	Shares	Sole	2026-01-30
2025-09-30	$771,190	6,730	+10.9%	Shares	Sole	2025-11-17
2025-06-30	$632,285	6,068	+8.0%	Shares	Sole	2025-07-31
2025-03-31	$612,467	5,620	+116.6%	Shares	Sole	2025-05-12
2024-12-31	$244,033	2,595	—	Shares	Sole	2025-02-03
No filing history on record for this holder in this stock.