CAPE COD FIVE CENTS SAVINGS BANK

Bank

Position in WEC — Wec Energy Group, Inc.

CIK 1054646 ORLEANS, MA

Position in WEC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,719,358

-$627,807 QoQ

Shares Held

31,852

-22.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#329

of 1,386 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CAPE COD FIVE CENTS SAVINGS BANK holds $12,298,274 across 5 Utilities - Regulated Electric names. WEC ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	84,872	$7,449,214
2	WEC	Wec Energy Group, Inc. This page	31,852	$3,719,358
3	ES	Eversource Energy	6,630	$479,150
4	SO	Southern Co	3,944	$377,480
5	AEP	American Electric Power Co Inc	1,996	$273,072

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,719,358	31,852	-22.7%	Shares	Sole	2026-08-14
2025-12-31	$4,347,165	41,221	0.0%	Shares	Sole	2026-02-13
2025-09-30	$4,723,513	41,221	0.0%	Shares	Sole	2025-11-14
2025-06-30	$4,295,227	41,221	0.0%	Shares	Sole	2025-11-05
2025-03-31	$4,492,263	41,221	0.0%	Shares	Sole	2025-07-21
2024-12-31	$3,876,422	41,221	0.0%	Shares	Sole	2025-02-18
2024-09-30	$3,964,635	41,221	-0.1%	Shares	Sole	2025-02-18
2024-06-30	$3,238,121	41,271	+1.4%	Shares	Sole	2024-08-16
2024-03-31	$3,343,926	40,720	+3.0%	Shares	Sole	2024-05-15
2023-12-31	$3,327,492	39,533	-49.7%	Shares	Sole	2024-02-15
2023-09-30	$6,335,096	78,648	+101.6%	Shares	Sole	2023-11-14
2023-06-30	$3,442,683	39,015	+1.8%	Shares	Sole	2023-08-15
2023-03-31	$3,632,257	38,319	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$3,602,634	38,424	+4.3%	Shares	Sole	2023-02-15
2022-09-30	$3,293,080	36,823	+0.9%	Shares	Sole	2022-11-17
2022-06-30	$3,671,447	36,481	-3.2%	Shares	Sole	2022-08-12
2022-03-31	$3,761,240	37,684	-2.8%	Shares	Sole	2022-05-10
2021-12-31	$3,764,471	38,781	+3.7%	Shares	Sole	2022-02-10
2021-09-30	$3,298,327	37,396	+7.0%	Shares	Sole	2021-11-05
2021-06-30	$3,108,890	34,951	+0.4%	Shares	Sole	2021-07-28
2021-03-31	$3,257,867	34,810	+4.8%	Shares	Sole	2021-05-11
2020-12-31	$3,057,788	33,226	+3.0%	Shares	Sole	2021-02-09
2020-09-30	$3,125,799	32,258	+0.1%	Shares	Sole	2020-11-10
2020-06-30	$2,823,381	32,212	-4.6%	Shares	Sole	2020-08-14
2020-03-31	$2,974,387	33,750	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.