Nicholson Wealth Management Group, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2035982 CHARLESTOWN, SC

Position in WEC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,095,437

-$36,351 QoQ

Shares Held

17,945

-2.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#424

of 1,383 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Nicholson Wealth Management Group, LLC holds $8,011,872 across 4 Utilities - Regulated Electric names. WEC ranks #1 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	17,945	$2,095,437
2	SO	Southern Co	21,122	$2,021,586
3	NEE	Nextera Energy Inc	22,421	$1,967,891
4	CMS	Cms Energy Corp	25,189	$1,926,958

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,095,437	17,945	-2.5%	Shares	Sole	2026-07-29
2026-03-31	$2,131,788	18,414	+3.7%	Shares	Sole	2026-05-04
2025-12-31	$1,872,020	17,751	+1.1%	Shares	Sole	2026-01-26
2025-09-30	$2,012,085	17,559	+0.9%	Shares	Sole	2025-11-04
2025-06-30	$1,813,496	17,404	+0.3%	Shares	Sole	2025-07-29
2025-03-31	$1,890,149	17,344	+0.7%	Shares	Sole	2025-05-12
2024-12-31	$1,620,027	17,227	+60.7%	Shares	Sole	2025-02-03
2024-09-30	$1,030,761	10,717	—	Shares	Sole	2024-10-23
No filing history on record for this holder in this stock.