DIVERSIFIED MANAGEMENT INC

Position in WEC — Wec Energy Group, Inc.

CIK 922372 MILWAUKEE, WI

Position in WEC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,020,723

-$843,332 QoQ

Shares Held

25,869

-22.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#364

of 1,383 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

DIVERSIFIED MANAGEMENT INC holds $3,491,972 across 3 Utilities - Regulated Electric names. WEC ranks #1 (86.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	25,869	$3,020,723
2	NEE	Nextera Energy Inc	3,035	$266,381
3	PPL	PPL Corp	5,636	$204,868

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,020,723	25,869	-22.5%	Shares	Sole	2026-07-10
2026-03-31	$3,864,055	33,377	+30.9%	Shares	Sole	2026-04-09
2025-12-31	$2,688,386	25,492	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.