Gibbs Wealth Management

Position in WEC — Wec Energy Group, Inc.

CIK 2081110 Alpharetta, GA

Position in WEC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$531,268

+$216,681 QoQ

Shares Held

4,589

+53.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Gibbs Wealth Management holds $5,016,845 across 6 Utilities - Regulated Electric names. WEC ranks #5 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	103,049	$1,810,570
2	DUK	Duke Energy CORP	9,049	$1,184,876
3	NEE	Nextera Energy Inc	6,569	$610,128
4	AEP	American Electric Power Co Inc	4,313	$565,348
5	WEC	Wec Energy Group, Inc. This page	4,589	$531,268
6	SO	Southern Co	3,260	$314,655

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$531,268	4,589	+53.8%	Shares	Other	2026-05-13
2025-12-31	$314,587	2,983	-8.0%	Shares	Other	2026-01-23
2025-09-30	$371,386	3,241	-18.4%	Shares	Other	2025-10-30
2025-06-30	$413,674	3,970	+21.1%	Shares	Sole	2025-08-13
2025-03-31	$357,127	3,277	+28.0%	Shares	Other	2025-11-04
2024-12-31	$240,836	2,561	—	Shares	Other	2025-11-04
No filing history on record for this holder in this stock.