BURLING WEALTH PARTNERS, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2054946 CHICAGO, IL

Position in WEC

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

Position Value

$800,925

+$6,859 QoQ

Shares Held

6,859

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#623

of 1,386 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BURLING WEALTH PARTNERS, LLC holds $9,063,398 across 3 Utilities - Regulated Electric names. WEC ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	91,184	$8,003,219
2	WEC	Wec Energy Group, Inc. This page	6,859	$800,925
3	AEP	American Electric Power Co Inc	1,895	$259,254

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$800,925	6,859	0.0%	Shares	Sole	2026-08-04
2026-03-31	$794,066	6,859	-14.9%	Shares	Sole	2026-05-08
2025-12-31	$850,218	8,062	-10.3%	Shares	Sole	2026-02-06
2025-09-30	$1,029,934	8,988	-23.9%	Shares	Sole	2025-11-07
2025-06-30	$1,230,810	11,812	-12.9%	Shares	Sole	2025-08-08
2025-03-31	$1,477,877	13,561	-19.5%	Shares	Sole	2025-05-02
2024-12-31	$1,585,138	16,856	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.