Asset One Wealth Management LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2110759 BELLEVUE, WA

Position in WEC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$228,402

-$11,936 QoQ

Shares Held

1,956

-5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,041

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

Asset One Wealth Management LLC holds $6,015,367 across 5 Utilities - Regulated Electric names. WEC ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	37,143	$4,701,560
2	AEP	American Electric Power Co Inc	3,939	$538,894
3	NEE	Nextera Energy Inc	3,326	$291,923
4	SO	Southern Co	2,660	$254,588
5	WEC	Wec Energy Group, Inc. This page	1,956	$228,402

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,402	1,956	-5.8%	Shares	Sole	2026-08-13
2026-03-31	$240,338	2,076	-6.2%	Shares	Sole	2026-05-13
2025-12-31	$233,488	2,214	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.