Virginia Estate & Retirement Planning Advisors Inc.

Pension

Position in WEC — Wec Energy Group, Inc.

CIK 2115327 GLEN ALLEN, VA

Back to WEC Full portfolio

Position in WEC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,386

+$29 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,330

of 1,386 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in WEC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Virginia Estate & Retirement Planning Advisors Inc. holds $246,085 across 5 Utilities - Regulated Electric names. WEC ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	2,665	$181,992
2	NEE	Nextera Energy Inc	401	$35,195
3	DUK	Duke Energy CORP	185	$23,417
4	WEC	Wec Energy Group, Inc. This page	29	$3,386
5	ES	Eversource Energy	29	$2,095

All Filings in WEC

Export CSV

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,386	29	0.0%	Shares	Sole	2026-07-28
2026-03-31	$3,357	29	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.