Retirement Wealth Solutions LLC
PensionPosition in WEC — Wec Energy Group, Inc.
CIK 2044741
MARSHFIELD, WI
Position in WEC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,437
-$193 QoQ
Shares Held
38
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,316
of 1,383 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $220,584 across 17 Utilities - Regulated Electric names. WEC ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
1,413 | $122,125 | |
| 2 | SO |
Southern Co
|
297 | $28,425 | |
| 3 | AEP |
American Electric Power Co Inc
|
119 | $16,280 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
184 | $14,933 | |
| 5 | NEE |
Nextera Energy Inc
|
112 | $9,830 | |
| 6 | NGG |
National Grid PLC
|
75 | $6,215 | |
| 7 | EIX |
Edison International
|
63 | $4,690 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
38 | $4,437 |
All Filings in WEC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,437 | 38 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,630 | 40 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,218 | 40 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,041 | 44 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,584 | 44 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $4,686 | 43 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,043 | 43 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||