SIERRA SUMMIT ADVISORS LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2012614 INCLINE VILLAGE, NV

Position in WEC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,017,417

+$36,151 QoQ

Shares Held

8,713

+2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#574

of 1,386 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SIERRA SUMMIT ADVISORS LLC holds $5,562,432 across 4 Utilities - Regulated Electric names. WEC ranks #4 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	25,640	$2,250,422
2	EVRG	Evergy, Inc.	13,792	$1,192,042
3	AEP	American Electric Power Co Inc	8,059	$1,102,551
4	WEC	Wec Energy Group, Inc. This page	8,713	$1,017,417

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,017,417	8,713	+2.8%	Shares	Sole	2026-07-20
2026-03-31	$981,266	8,476	+6.3%	Shares	Sole	2026-04-27
2025-12-31	$841,043	7,975	+2.3%	Shares	Sole	2026-02-06
2025-09-30	$892,885	7,792	+1.7%	Shares	Sole	2025-11-12
2025-06-30	$798,380	7,662	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$836,094	7,672	+3.6%	Shares	Sole	2025-05-12
2024-12-31	$696,084	7,402	+32.8%	Shares	Sole	2025-02-13
2024-09-30	$536,107	5,574	+19.8%	Shares	Sole	2024-11-13
2024-06-30	$365,074	4,653	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.