Position in WEC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$28,411,075
-$2,023,352 QoQ
Shares Held
243,308
-7.4% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#115
of 1,383 holders
Holding Since
Mar 2020
26 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, 2026COUNTRY TRUST BANK holds $58,846,619 across 18 Utilities - Regulated Electric names. WEC ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
324,444 | $28,476,449 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
243,308 | $28,411,075 | |
| 3 | SO |
Southern Co
|
7,228 | $691,791 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,428 | $468,984 | |
| 5 | AEE |
Ameren Corp
|
2,568 | $290,286 | |
| 6 | DUK |
Duke Energy CORP
|
1,810 | $229,109 | |
| 7 | XEL |
Xcel Energy Inc
|
1,207 | $96,922 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
735 | $59,652 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,411,075 | 243,308 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $30,434,427 | 262,887 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $26,964,540 | 255,685 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $27,559,238 | 240,503 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $25,488,570 | 244,612 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $26,521,917 | 243,365 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $31,354,722 | 333,419 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $31,235,512 | 324,761 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $22,276,363 | 283,920 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $23,129,672 | 281,657 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $23,048,607 | 273,834 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $21,328,753 | 264,789 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $24,293,354 | 275,310 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $26,825,285 | 282,997 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $18,591,764 | 198,291 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $152,478 | 1,705 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $171,591 | 1,705 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $170,176 | 1,705 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $165,504 | 1,705 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $168,550 | 1,911 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $169,983 | 1,911 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $178,850 | 1,911 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $175,869 | 1,911 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $185,175 | 1,911 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $167,499 | 1,911 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $168,416 | 1,911 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||