Position in WEC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$850,084
-$81,284 QoQ
Shares Held
7,280
-9.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#613
of 1,386 holders
Holding Since
Dec 2023
10 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, 2026FIRST UNITED BANK & TRUST holds $4,777,015 across 10 Utilities - Regulated Electric names. WEC ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
22,904 | $2,192,141 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
7,280 | $850,084 | |
| 3 | NEE |
Nextera Energy Inc
|
8,415 | $738,583 | |
| 4 | DUK |
Duke Energy CORP
|
2,375 | $300,626 | |
| 5 | D |
Dominion Energy, Inc
|
4,054 | $276,847 | |
| 6 | PPL |
PPL Corp
|
3,043 | $110,613 | |
| 7 | AEP |
American Electric Power Co Inc
|
802 | $109,721 | |
| 8 | EXC |
Exelon Corp
|
2,322 | $108,251 |
All Filings in WEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,084 | 7,280 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $931,368 | 8,045 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $812,568 | 7,705 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $744,261 | 6,495 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $359,490 | 3,450 | Shares | Defined | 2025-07-18 | |
| 2024-12-31 | $752 | 8 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $769 | 8 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $627 | 8 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $26,852 | 327 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $29,627 | 352 | Shares | Defined | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||