BROADWATER CAPITAL MANAGEMENT LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2084339 BOSTON, MA

Position in WEC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,703,225

+$17,361 QoQ

Shares Held

23,150

-0.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

#377

of 1,386 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BROADWATER CAPITAL MANAGEMENT LLC holds $7,506,611 across 7 Utilities - Regulated Electric names. WEC ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	29,154	$2,790,329
2	WEC	Wec Energy Group, Inc. This page	23,150	$2,703,225
3	POR	Portland General Electric Co /Or/	23,314	$1,208,364
4	DUK	Duke Energy CORP	3,666	$464,042
5	NEE	Nextera Energy Inc	3,206	$281,390
6	ES	Eversource Energy	620	$44,807
7	XEL	Xcel Energy Inc	180	$14,454

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,703,225	23,150	-0.2%	Shares	Sole	2026-07-24
2026-03-31	$2,685,864	23,200	0.0%	Shares	Sole	2026-07-24
2025-12-31	$2,446,672	23,200	0.0%	Shares	Sole	2026-02-03
2025-09-30	$2,658,488	23,200	0.0%	Shares	Sole	2026-02-03
2025-06-30	$2,417,440	23,200	0.0%	Shares	Sole	2026-02-03
2025-03-31	$2,528,336	23,200	0.0%	Shares	Sole	2026-02-03
2024-12-31	$2,181,728	23,200	-0.2%	Shares	Sole	2026-02-03
2024-09-30	$2,236,185	23,250	-1.7%	Shares	Sole	2026-02-03
2024-06-30	$1,855,579	23,650	-2.2%	Shares	Sole	2026-02-03
2024-03-31	$1,984,840	24,170	-4.7%	Shares	Sole	2026-02-03
2023-12-31	$2,135,392	25,370	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.