Grant Private Wealth Management Inc

Position in WEC — Wec Energy Group, Inc.

CIK 2056418 PLEASANTON, CA

Position in WEC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$436,836

+$130,741 QoQ

Shares Held

3,741

+41.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#791

of 1,383 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Grant Private Wealth Management Inc holds $1,534,885 across 3 Utilities - Regulated Electric names. WEC ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	6,606	$836,187
2	WEC	Wec Energy Group, Inc. This page	3,741	$436,836
3	SO	Southern Co	2,736	$261,862

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$436,836	3,741	+41.5%	Shares	Sole	2026-07-07
2026-03-31	$306,095	2,644	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.