Position in WEC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$383,122
+$97,518 QoQ
Shares Held
3,281
+33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#839
of 1,386 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORRIS PERNE & FRENCH LLP/MI holds $2,309,181 across 6 Utilities - Regulated Electric names. WEC ranks #2 (16.6% of the industry book) .
All Filings in WEC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,122 | 3,281 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $285,604 | 2,467 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $292,229 | 2,771 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $317,528 | 2,771 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $264,876 | 2,542 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $277,027 | 2,542 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $239,049 | 2,542 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $244,489 | 2,542 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $208,749 | 2,542 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $213,960 | 2,542 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $204,758 | 2,542 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $224,306 | 2,542 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $240,956 | 2,542 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $238,337 | 2,542 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $238,956 | 2,672 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $255,826 | 2,542 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $313,603 | 3,142 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $330,814 | 3,408 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $311,610 | 3,533 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $314,260 | 3,533 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $330,653 | 3,533 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $325,141 | 3,533 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $342,347 | 3,533 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||