ROTHSCHILD INVESTMENT LLC

Position in WEC — Wec Energy Group, Inc.

CIK 85338 CHICAGO, IL

Position in WEC

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

Position Value

$3,085,880

+$18,439 QoQ

Shares Held

26,427

-0.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#359

of 1,380 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $55,327,376 across 33 Utilities - Regulated Electric names. WEC ranks #7 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	109,458	$10,476,225
2	ED	Consolidated Edison Inc	47,228	$5,224,833
3	DUK	Duke Energy CORP	36,220	$4,584,727
4	EIX	Edison International	50,100	$3,729,945
5	PCG	PG&E Corp	210,995	$3,548,935
6	D	Dominion Energy, Inc	51,734	$3,532,914
7	WEC	Wec Energy Group, Inc. This page	26,427	$3,085,880
8	ES	Eversource Energy	39,154	$2,829,659

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,085,880	26,427	-0.3%	Shares	Sole	2026-08-06
2026-03-31	$3,067,441	26,496	+7.4%	Shares	Sole	2026-05-07
2025-12-31	$2,601,276	24,666	-5.9%	Shares	Sole	2026-02-10
2025-09-30	$3,003,403	26,210	-2.7%	Shares	Sole	2025-11-07
2025-06-30	$2,806,001	26,929	-0.0%	Shares	Sole	2025-08-11
2025-03-31	$2,934,940	26,931	-0.5%	Shares	Sole	2025-04-08
2024-12-31	$2,545,004	27,063	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$2,600,130	27,034	-1.9%	Shares	Sole	2024-10-18
2024-06-30	$2,162,828	27,566	+0.9%	Shares	Sole	2024-07-31
2024-03-31	$2,243,846	27,324	+0.8%	Shares	Sole	2024-07-31
2023-12-31	$2,281,680	27,108	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.