MOODY LYNN LIEBERSON & WALKER, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 938592 BOSTON, MA

Position in WEC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$470,816

+$4,379 QoQ

Shares Held

4,032

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#770

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $29,524,057 across 7 Utilities - Regulated Electric names. WEC ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	159,767	$15,291,299
2	AEP	American Electric Power Co Inc	85,654	$11,718,323
3	NEE	Nextera Energy Inc	7,902	$693,558
4	TXNM	Txnm Energy Inc	11,976	$679,997
5	WEC	Wec Energy Group, Inc. This page	4,032	$470,816
6	D	Dominion Energy, Inc	5,574	$380,648
7	PEG	Public Service Enterprise Group Inc	3,566	$289,416

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$470,816	4,032	+0.1%	Shares	Sole	2026-07-20
2026-03-31	$466,437	4,029	-0.6%	Shares	Sole	2026-04-13
2025-12-31	$427,323	4,052	+0.5%	Shares	Sole	2026-01-15
2025-09-30	$461,797	4,030	-10.9%	Shares	Sole	2025-10-20
2025-06-30	$471,088	4,521	-0.2%	Shares	Sole	2025-07-17
2025-03-31	$493,788	4,531	0.0%	Shares	Sole	2025-04-28
2024-12-31	$426,095	4,531	0.0%	Shares	Sole	2025-01-21
2024-09-30	$435,791	4,531	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$353,697	4,508	-2.2%	Shares	Sole	2024-07-25
2024-03-31	$378,408	4,608	-6.0%	Shares	Sole	2024-04-23
2023-12-31	$412,685	4,903	0.0%	Shares	Sole	2024-01-24
2023-09-30	$394,936	4,903	-5.5%	Shares	Sole	2023-10-24
2023-06-30	$457,789	5,188	0.0%	Shares	Sole	2023-07-27
2023-03-31	$491,770	5,188	0.0%	Shares	Sole	2023-05-02
2022-12-31	$486,426	5,188	0.0%	Shares	Sole	2023-02-01
2022-09-30	$463,962	5,188	0.0%	Shares	Sole	2022-10-26
2022-06-30	$522,120	5,188	+15.1%	Shares	Sole	2022-07-28
2022-03-31	$449,943	4,508	0.0%	Shares	Sole	2022-04-27
2021-12-31	$437,591	4,508	0.0%	Shares	Sole	2022-01-26
2021-09-30	$397,605	4,508	0.0%	Shares	Sole	2021-10-26
2021-06-30	$400,986	4,508	-0.9%	Shares	Sole	2021-07-28
2021-03-31	$425,740	4,549	+4.3%	Shares	Sole	2021-04-23
2020-12-31	$401,250	4,360	0.0%	Shares	Sole	2021-01-26
2020-09-30	$422,484	4,360	0.0%	Shares	Sole	2020-10-28
2020-06-30	$382,154	4,360	0.0%	Shares	Sole	2020-07-24
2020-03-31	$384,246	4,360	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.