Stonebridge Financial Group, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2009367 Wormleysburg, PA

Position in WEC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$2,535,076

+$93,950 QoQ

Shares Held

21,710

+3.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#391

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

Stonebridge Financial Group, LLC holds $15,511,854 across 5 Utilities - Regulated Electric names. WEC ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	72,986	$6,405,981
2	SO	Southern Co	38,848	$3,718,142
3	WEC	Wec Energy Group, Inc. This page	21,710	$2,535,076
4	ES	Eversource Energy	28,364	$2,049,866
5	PPL	PPL Corp	22,085	$802,789

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,535,076	21,710	+3.0%	Shares	Sole	2026-07-06
2026-03-31	$2,441,126	21,086	+2.5%	Shares	Sole	2026-04-08
2025-12-31	$2,169,206	20,569	+3.5%	Shares	Sole	2026-01-21
2025-09-30	$2,277,934	19,879	+0.7%	Shares	Sole	2025-10-20
2025-06-30	$2,057,741	19,748	-0.5%	Shares	Sole	2025-07-24
2025-03-31	$2,162,163	19,840	+3.3%	Shares	Sole	2025-04-25
2024-12-31	$1,806,414	19,209	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.