Dorsey & Whitney Trust CO LLC
BankPosition in WEC — Wec Energy Group, Inc.
CIK 1384042
SIOUX FALLS, SD
Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,322,777
+$58,886 QoQ
Shares Held
71,275
-0.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#228
of 1,386 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $31,353,970 across 16 Utilities - Regulated Electric names. WEC ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
150,025 | $11,445,404 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
71,275 | $8,322,777 | |
| 3 | NEE |
Nextera Energy Inc
|
36,660 | $3,217,638 | |
| 4 | IDA |
Idacorp Inc
|
11,901 | $1,800,620 | |
| 5 | XEL |
Xcel Energy Inc
|
17,596 | $1,412,957 | |
| 6 | D |
Dominion Energy, Inc
|
12,672 | $865,368 | |
| 7 | DUK |
Duke Energy CORP
|
6,475 | $819,601 | |
| 8 | SO |
Southern Co
|
6,549 | $626,802 |
All Filings in WEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,322,777 | 71,275 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $8,263,891 | 71,382 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $6,941,057 | 65,817 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $6,913,554 | 60,333 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,249,378 | 40,781 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $3,166,085 | 29,052 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $946,979 | 10,070 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $277,285 | 2,883 | Shares | Other | 2024-11-12 | |
| 2023-09-30 | $366,901 | 4,555 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $368,929 | 4,181 | Shares | Other | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||