JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in WEC — Wec Energy Group, Inc.

CIK 2122180 AMMON, ID

Back to WEC Full portfolio

Position in WEC

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

Position Value

$679,250

-$51,605 QoQ

Shares Held

5,817

-7.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#663

of 1,386 holders

Holding Since

Dec 2025

3 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

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $2,267,711 across 4 Utilities - Regulated Electric names. WEC ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,587	$707,202
2	WEC	Wec Energy Group, Inc. This page	5,817	$679,250
3	AEP	American Electric Power Co Inc	4,535	$620,432
4	PCG	PG&E Corp	15,507	$260,827

All Filings in WEC

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,250	5,817	-7.9%	Shares	Other	2026-07-24
2026-03-31	$730,855	6,313	-69.2%	Shares	Other	2026-05-15
2025-12-31	$2,158,976	20,472	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.