Clearstead Advisors, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 842775 CLEVELAND, OH

Position in WEC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,221,297

+$339,940 QoQ

Shares Held

10,459

+37.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#534

of 1,383 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. WEC ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	108,035	$9,482,231
2	DUK	Duke Energy CORP	48,296	$6,113,307
3	SO	Southern Co	51,598	$4,938,444
4	D	Dominion Energy, Inc	36,707	$2,506,721
5	AEP	American Electric Power Co Inc	14,735	$2,015,895
6	WEC	Wec Energy Group, Inc. This page	10,459	$1,221,297
7	XEL	Xcel Energy Inc	14,371	$1,153,991
8	ED	Consolidated Edison Inc	9,660	$1,068,685

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,221,297	10,459	+37.4%	Shares	Sole	2026-08-06
2026-03-31	$881,357	7,613	-11.7%	Shares	Sole	2026-05-06
2025-12-31	$909,065	8,620	+34.6%	Shares	Sole	2026-02-09
2025-09-30	$733,719	6,403	-1.1%	Shares	Sole	2025-11-10
2025-06-30	$674,382	6,472	+11.9%	Shares	Sole	2025-08-08
2025-03-31	$630,231	5,783	-1.3%	Shares	Sole	2025-05-13
2024-12-31	$550,792	5,857	-2.2%	Shares	Sole	2025-02-10
2024-09-30	$576,214	5,991	+0.2%	Shares	Sole	2024-11-13
2024-06-30	$469,190	5,980	-5.1%	Shares	Sole	2024-08-12
2024-03-31	$517,273	6,299	+2.0%	Shares	Sole	2024-05-14
2023-12-31	$519,833	6,176	-1.9%	Shares	Sole	2024-02-12
2023-09-30	$507,142	6,296	+26.5%	Shares	Sole	2023-11-07
2023-06-30	$439,258	4,978	-0.4%	Shares	Sole	2023-08-07
2023-03-31	$473,855	4,999	-12.4%	Shares	Sole	2023-05-09
2022-12-31	$534,900	5,705	+17.7%	Shares	Sole	2023-02-14
2022-09-30	$433,646	4,849	+1.5%	Shares	Sole	2022-11-15
2022-06-30	$480,556	4,775	0.0%	Shares	Sole	2022-08-12
2022-03-31	$476,592	4,775	0.0%	Shares	Sole	2022-05-04
2021-12-31	$463,509	4,775	-1.4%	Shares	Sole	2022-02-14
2021-09-30	$426,976	4,841	+1.7%	Shares	Sole	2021-11-12
2021-06-30	$423,402	4,760	+0.1%	Shares	Sole	2021-08-12
2021-03-31	$444,833	4,753	+26.6%	Shares	Sole	2021-05-14
2020-12-31	$345,388	3,753	-10.7%	Shares	Sole	2021-02-11
2020-09-30	$407,270	4,203	+16.7%	Shares	Sole	2020-11-12
2020-06-30	$315,802	3,603	+15.6%	Shares	Sole	2020-08-11
2020-03-31	$274,789	3,118	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.