LCNB CORP

Position in WEC — Wec Energy Group, Inc.

CIK 1074902 LEBANON, OH

Position in WEC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$270,672

+$2,318 QoQ

Shares Held

2,318

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#968

of 1,383 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

LCNB CORP holds $3,451,368 across 5 Utilities - Regulated Electric names. WEC ranks #5 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,397	$1,442,632
2	NEE	Nextera Energy Inc	9,961	$874,276
3	SO	Southern Co	5,150	$492,906
4	D	Dominion Energy, Inc	5,431	$370,882
5	WEC	Wec Energy Group, Inc. This page	2,318	$270,672

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,672	2,318	0.0%	Shares	Sole	2026-08-10
2026-03-31	$268,354	2,318	0.0%	Shares	Sole	2026-05-11
2025-12-31	$244,456	2,318	0.0%	Shares	Sole	2026-02-10
2025-09-30	$265,619	2,318	0.0%	Shares	Sole	2025-11-10
2025-06-30	$241,535	2,318	0.0%	Shares	Sole	2025-08-11
2025-03-31	$252,615	2,318	+2.1%	Shares	Sole	2025-05-12
2024-12-31	$213,564	2,271	0.0%	Shares	Sole	2025-02-11
2024-09-30	$218,424	2,271	-4.2%	Shares	Sole	2024-11-12
2023-06-30	$209,217	2,371	0.0%	Shares	Sole	2023-08-14
2023-03-31	$224,747	2,371	-4.0%	Shares	Sole	2023-05-03
2022-12-31	$231,680	2,471	+3.3%	Shares	Sole	2023-02-10
2022-09-30	$214,005	2,393	0.0%	Shares	Sole	2022-11-14
2022-06-30	$240,831	2,393	+5.3%	Shares	Sole	2022-08-12
2022-03-31	$226,868	2,273	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.