Mowery & Schoenfeld Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2019946 LINCOLNSHIRE, IL

Position in WEC

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

Position Value

$249,070

+$2,133 QoQ

Shares Held

2,133

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,003

of 1,383 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $937,706 across 11 Utilities - Regulated Electric names. WEC ranks #1 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	2,133	$249,070
2	NEE	Nextera Energy Inc	2,304	$202,222
3	EXC	Exelon Corp	3,454	$161,025
4	EVRG	Evergy, Inc.	976	$84,355
5	LNT	Alliant Energy Corp	1,004	$76,595
6	DTE	Dte Energy Co	344	$52,415
7	ES	Eversource Energy	708	$51,167
8	EIX	Edison International	403	$30,003

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,070	2,133	0.0%	Shares	Sole	2026-08-06
2026-03-31	$246,937	2,133	-4.0%	Shares	Sole	2026-05-01
2025-12-31	$234,437	2,223	+4.2%	Shares	Sole	2026-01-28
2025-09-30	$244,420	2,133	0.0%	Shares	Sole	2025-10-27
2025-06-30	$222,258	2,133	-48.0%	Shares	Sole	2025-07-28
2025-03-31	$446,818	4,100	+85.7%	Shares	Sole	2025-05-05
2024-12-31	$207,640	2,208	+3.5%	Shares	Sole	2025-02-10
2024-09-30	$205,151	2,133	0.0%	Shares	Sole	2024-10-23
2024-06-30	$167,355	2,133	0.0%	Shares	Sole	2024-08-14
2024-03-31	$175,161	2,133	0.0%	Shares	Sole	2024-05-14
2023-12-31	$179,534	2,133	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.