COFG Advisors, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2104330 OAK BROOK, IL

Position in WEC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$240,195

+$3,793 QoQ

Shares Held

2,057

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,018

of 1,386 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

COFG Advisors, LLC holds $2,224,269 across 5 Utilities - Regulated Electric names. WEC ranks #5 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	16,243	$757,248
2	ED	Consolidated Edison Inc	5,405	$597,955
3	NEE	Nextera Energy Inc	3,698	$324,573
4	DUK	Duke Energy CORP	2,404	$304,298
5	WEC	Wec Energy Group, Inc. This page	2,057	$240,195

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,195	2,057	+0.7%	Shares	Sole	2026-08-14
2026-03-31	$236,402	2,042	+0.8%	Shares	Sole	2026-05-11
2025-12-31	$213,661	2,026	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.