Legacy Private Trust Co.

Bank

Position in WEC — Wec Energy Group, Inc.

CIK 1352547 NEENAH, WI

Position in WEC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,247,570

+$10,684 QoQ

Shares Held

10,684

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#527

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Utilities · as of Jun 30, 2026

Legacy Private Trust Co. holds $6,422,710 across 7 Utilities - Regulated Electric names. WEC ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	21,892	$1,776,754
2	NEE	Nextera Energy Inc	19,109	$1,677,196
3	WEC	Wec Energy Group, Inc. This page	10,684	$1,247,570
4	DTE	Dte Energy Co	3,795	$578,244
5	AEP	American Electric Power Co Inc	3,436	$470,079
6	LNT	Alliant Energy Corp	5,460	$416,543
7	DUK	Duke Energy CORP	2,025	$256,324

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,247,570	10,684	0.0%	Shares	Sole	2026-07-21
2026-03-31	$1,236,886	10,684	0.0%	Shares	Sole	2026-04-07
2025-12-31	$1,126,734	10,684	-9.1%	Shares	Sole	2026-01-08
2025-09-30	$1,346,317	11,749	+0.1%	Shares	Sole	2025-10-08
2025-06-30	$1,223,203	11,739	-1.9%	Shares	Sole	2025-07-08
2025-03-31	$1,303,727	11,963	0.0%	Shares	Sole	2025-04-04
2024-12-31	$1,125,000	11,963	0.0%	Shares	Sole	2025-01-08
2024-09-30	$1,150,601	11,963	-4.8%	Shares	Sole	2024-10-07
2024-06-30	$985,692	12,563	-0.7%	Shares	Sole	2024-07-12
2024-03-31	$1,038,653	12,648	-10.7%	Shares	Sole	2024-04-10
2023-12-31	$1,192,688	14,170	+50.4%	Shares	Sole	2024-01-10
2023-09-30	$758,942	9,422	+1.3%	Shares	Sole	2023-10-11
2023-06-30	$820,808	9,302	+0.3%	Shares	Sole	2023-07-07
2023-03-31	$879,366	9,277	0.0%	Shares	Sole	2023-04-12
2022-12-31	$869,811	9,277	0.0%	Shares	Sole	2023-01-19
2022-09-30	$829,642	9,277	0.0%	Shares	Sole	2022-10-06
2022-06-30	$933,637	9,277	-1.5%	Shares	Sole	2022-07-07
2022-03-31	$940,509	9,423	-2.5%	Shares	Sole	2022-04-11
2021-12-31	$938,375	9,667	-6.9%	Shares	Sole	2022-01-12
2021-09-30	$916,133	10,387	0.0%	Shares	Sole	2021-10-12
2021-06-30	$923,923	10,387	-4.5%	Shares	Sole	2021-07-09
2021-03-31	$1,018,446	10,882	0.0%	Shares	Sole	2021-04-09
2020-12-31	$1,001,470	10,882	-0.7%	Shares	Sole	2021-01-12
2020-09-30	$1,062,217	10,962	-5.3%	Shares	Sole	2020-10-14
2020-06-30	$1,014,285	11,572	-2.2%	Shares	Sole	2020-07-09
2020-03-31	$1,043,194	11,837	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.