Position in WEC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$441,624
+$1,004 QoQ
Shares Held
3,782
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#789
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $1,105,280 across 3 Utilities - Regulated Electric names. WEC ranks #1 (40.0% of the industry book) .
All Filings in WEC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,624 | 3,782 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $440,620 | 3,806 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $401,380 | 3,806 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $436,129 | 3,806 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $396,585 | 3,806 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $436,573 | 4,006 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $365,533 | 3,887 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $373,851 | 3,887 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $304,974 | 3,887 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $319,200 | 3,887 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $403,342 | 4,792 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $385,995 | 4,792 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $422,846 | 4,792 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $454,233 | 4,792 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $455,392 | 4,857 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $434,361 | 4,857 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $488,808 | 4,857 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $556,640 | 5,577 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $541,359 | 5,577 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $491,891 | 5,577 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $432,030 | 4,857 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $454,566 | 4,857 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $446,989 | 4,857 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $470,643 | 4,857 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $425,716 | 4,857 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $438,182 | 4,972 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||