Enterprise Financial Services Corp

Position in WEC — Wec Energy Group, Inc.

CIK 1025835 Clayton, MO

Position in WEC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$235,991

+$26,332 QoQ

Shares Held

2,021

+11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,024

of 1,383 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Utilities · as of Jun 30, 2026

Enterprise Financial Services Corp holds $3,829,794 across 6 Utilities - Regulated Electric names. WEC ranks #6 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,262	$1,866,165
2	AEE	Ameren Corp	8,050	$909,972
3	DUK	Duke Energy CORP	2,362	$298,981
4	EXC	Exelon Corp	5,862	$273,286
5	SO	Southern Co	2,564	$245,399
6	WEC	Wec Energy Group, Inc. This page	2,021	$235,991

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,991	2,021	+11.6%	Shares	Defined	2026-08-04
2026-03-31	$209,659	1,811	-0.8%	Shares	Defined	2026-05-05
2025-09-30	$209,240	1,826	-10.8%	Shares	Defined	2025-10-15
2025-06-30	$213,296	2,047	+3.1%	Shares	Defined	2025-08-12
2025-03-31	$216,325	1,985	-2.5%	Shares	Defined	2025-05-14
2022-03-31	$203,213	2,036	-8.9%	Shares	Defined	2022-05-16
2021-12-31	$216,854	2,234	+13.1%	Shares	Defined	2022-02-14
2021-06-30	$175,675	1,975	+5.1%	Shares	Defined	2021-08-16
2021-03-31	$175,855	1,879	+2.1%	Shares	Defined	2021-05-13
2020-12-31	$169,427	1,841	+0.4%	Shares	Defined	2021-02-12
2020-09-30	$177,617	1,833	-31.0%	Shares	Defined	2020-11-13
2020-06-30	$232,885	2,657	-0.1%	Shares	Defined	2020-08-04
2020-03-31	$234,337	2,659	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.