MSH Capital Advisors LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2056306 SCOTTSDALE, AZ

Position in WEC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,552,106

+$306,884 QoQ

Shares Held

13,292

+23.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#486

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

MSH Capital Advisors LLC holds $6,882,277 across 5 Utilities - Regulated Electric names. WEC ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	21,669	$2,073,939
2	DUK	Duke Energy CORP	14,264	$1,805,537
3	WEC	Wec Energy Group, Inc. This page	13,292	$1,552,106
4	NEE	Nextera Energy Inc	13,266	$1,164,356
5	D	Dominion Energy, Inc	4,193	$286,339

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,552,106	13,292	+23.6%	Shares	Sole	2026-08-11
2026-03-31	$1,245,222	10,756	+0.6%	Shares	Sole	2026-05-11
2025-12-31	$1,128,105	10,697	+37.4%	Shares	Sole	2026-02-09
2025-09-30	$892,197	7,786	0.0%	Shares	Sole	2025-11-06
2025-06-30	$811,301	7,786	0.0%	Shares	Sole	2025-07-24
2025-03-31	$848,518	7,786	+11.4%	Shares	Sole	2025-05-13
2024-12-31	$657,527	6,992	+12.8%	Shares	Sole	2025-02-13
2024-09-30	$596,027	6,197	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.