Position in WEC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,179,898
+$124,360 QoQ
Shares Held
35,796
+2.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#318
of 1,386 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, 2026FIRST AMERICAN BANK holds $36,395,973 across 7 Utilities - Regulated Electric names. WEC ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
93,824 | $12,836,060 | |
| 2 | CMS |
Cms Energy Corp
|
86,928 | $6,649,991 | |
| 3 | ETR |
Entergy Corp /De/
|
40,071 | $4,602,553 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
35,796 | $4,179,898 | |
| 5 | NEE |
Nextera Energy Inc
|
39,002 | $3,423,204 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
32,449 | $2,633,560 | |
| 7 | DTE |
Dte Energy Co
|
13,590 | $2,070,707 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,179,898 | 35,796 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,055,538 | 35,031 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,666,843 | 34,770 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,961,261 | 34,569 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,581,457 | 34,371 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,566,806 | 32,729 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,670,923 | 28,402 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,720,258 | 28,283 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,445,048 | 31,163 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,538,246 | 30,909 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $2,585,954 | 30,723 | Shares | Sole | 2024-07-31 | |
| 2023-09-30 | $2,565,274 | 31,847 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $2,813,532 | 31,885 | Shares | Sole | 2024-07-31 | |
| 2023-03-31 | $2,980,007 | 31,438 | Shares | Sole | 2024-07-31 | |
| 2022-12-31 | $2,906,466 | 30,999 | Shares | Sole | 2024-07-31 | |
| 2022-09-30 | $2,653,745 | 29,674 | Shares | Sole | 2024-07-31 | |
| 2022-06-30 | $2,888,368 | 28,700 | Shares | Sole | 2024-07-31 | |
| 2022-03-31 | $3,068,259 | 30,741 | Shares | Sole | 2024-07-31 | |
| 2021-12-31 | $2,811,729 | 28,966 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,517,580 | 28,544 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,526,802 | 28,407 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,667,127 | 28,498 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $2,751,973 | 29,903 | Shares | Sole | 2021-01-06 | |
| 2020-09-30 | $2,985,779 | 30,813 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,757,556 | 31,461 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,975,709 | 33,765 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||