Position in WEC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,360,136
+$11,648 QoQ
Shares Held
11,648
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#509
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch & Forbes LLC holds $76,816,575 across 10 Utilities - Regulated Electric names. WEC ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
696,876 | $61,164,806 | |
| 2 | DUK |
Duke Energy CORP
|
61,942 | $7,840,618 | |
| 3 | LNT |
Alliant Energy Corp
|
50,264 | $3,834,640 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
11,648 | $1,360,136 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,420 | $741,510 | |
| 6 | SO |
Southern Co
|
6,216 | $594,933 | |
| 7 | ES |
Eversource Energy
|
6,203 | $448,290 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,360,136 | 11,648 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,348,488 | 11,648 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,236,834 | 11,728 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,346,203 | 11,748 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,224,141 | 11,748 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,280,297 | 11,748 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,101,960 | 11,718 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,129,153 | 11,740 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $921,120 | 11,740 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,003,424 | 12,219 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,030,661 | 12,245 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $987,301 | 12,257 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,079,175 | 12,230 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,158,239 | 12,219 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,145,653 | 12,219 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,092,745 | 12,219 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,234,450 | 12,266 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,416,703 | 14,194 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,352,476 | 13,933 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,212,573 | 13,748 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,160,619 | 13,048 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,231,831 | 13,162 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,211,298 | 13,162 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,309,312 | 13,512 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,184,326 | 13,512 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,226,064 | 13,912 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||