Position in WEC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$520,794
+$1,913 QoQ
Shares Held
4,460
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#741
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chesley Taft & Associates LLC holds $18,614,682 across 8 Utilities - Regulated Electric names. WEC ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
144,257 | $12,661,436 | |
| 2 | DUK |
Duke Energy CORP
|
11,633 | $1,472,505 | |
| 3 | D |
Dominion Energy, Inc
|
18,257 | $1,246,770 | |
| 4 | SO |
Southern Co
|
10,822 | $1,035,773 | |
| 5 | CMS |
Cms Energy Corp
|
12,920 | $988,379 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
4,460 | $520,794 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,039 | $415,765 | |
| 8 | XEL |
Xcel Energy Inc
|
3,403 | $273,260 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,794 | 4,460 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $518,881 | 4,482 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $481,952 | 4,570 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $522,644 | 4,561 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $475,256 | 4,561 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $502,724 | 4,613 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $526,812 | 5,602 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $507,830 | 5,280 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $414,268 | 5,280 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $433,593 | 5,280 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $444,417 | 5,280 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $425,304 | 5,280 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $465,907 | 5,280 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $500,491 | 5,280 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $495,052 | 5,280 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $472,190 | 5,280 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $531,379 | 5,280 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $533,484 | 5,345 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $518,839 | 5,345 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $665,469 | 7,545 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $671,127 | 7,545 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $706,136 | 7,545 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $708,170 | 7,695 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $726,265 | 7,495 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $639,406 | 7,295 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $642,908 | 7,295 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||