ATLANTIC FAMILY WEALTH, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2012511 CORAL GABLES, FL

Position in WEC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$278,262

+$2,383 QoQ

Shares Held

2,383

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#957

of 1,383 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ATLANTIC FAMILY WEALTH, LLC holds $1,195,184 across 4 Utilities - Regulated Electric names. WEC ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	8,229	$391,206
2	WEC	Wec Energy Group, Inc. This page	2,383	$278,262
3	NGG	National Grid PLC	3,318	$274,962
4	DUK	Duke Energy CORP	1,981	$250,754

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,262	2,383	0.0%	Shares	Sole	2026-08-04
2026-03-31	$275,879	2,383	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.