Position in WEC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$241,013
+$9,473 QoQ
Shares Held
2,064
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,017
of 1,386 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $22,003,541 across 18 Utilities - Regulated Electric names. WEC ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
80,865 | $10,235,891 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
117,098 | $9,503,673 | |
| 3 | NEE |
Nextera Energy Inc
|
5,363 | $470,710 | |
| 4 | ES |
Eversource Energy
|
3,875 | $280,046 | |
| 5 | ETR |
Entergy Corp /De/
|
2,400 | $275,664 | |
| 6 | D |
Dominion Energy, Inc
|
3,970 | $271,111 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
2,064 | $241,013 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,261 | $172,517 |
All Filings in WEC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,013 | 2,064 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $231,540 | 2,000 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $210,920 | 2,000 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $229,180 | 2,000 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $208,400 | 2,000 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $217,960 | 2,000 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $188,080 | 2,000 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $195,630 | 2,034 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $304,817 | 3,885 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $319,036 | 3,885 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $200,745 | 2,385 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $192,111 | 2,385 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $210,452 | 2,385 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $226,074 | 2,385 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $223,711 | 2,386 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $242,802 | 2,715 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $240,127 | 2,386 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $238,146 | 2,386 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||