Position in WEC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$348,208
+$2,982 QoQ
Shares Held
2,982
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#872
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, 2026BANK OF STOCKTON holds $4,071,178 across 7 Utilities - Regulated Electric names. WEC ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
10,786 | $1,238,879 | |
| 2 | AEP |
American Electric Power Co Inc
|
7,358 | $1,006,647 | |
| 3 | NEE |
Nextera Energy Inc
|
8,629 | $757,367 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
2,982 | $348,208 | |
| 5 | CNP |
Centerpoint Energy Inc
|
6,800 | $299,472 | |
| 6 | SO |
Southern Co
|
2,243 | $214,677 | |
| 7 | EIX |
Edison International
|
2,766 | $205,928 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,208 | 2,982 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $345,226 | 2,982 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $314,481 | 2,982 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $341,707 | 2,982 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $310,724 | 2,982 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $324,978 | 2,982 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $280,427 | 2,982 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $286,808 | 2,982 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $233,967 | 2,982 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $244,881 | 2,982 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $250,994 | 2,982 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $240,200 | 2,982 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $294,015 | 3,332 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $315,840 | 3,332 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $312,408 | 3,332 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $297,980 | 3,332 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $365,524 | 3,632 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $362,509 | 3,632 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $352,557 | 3,632 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $346,802 | 3,932 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $349,750 | 3,932 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $367,995 | 3,932 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $361,861 | 3,932 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $390,700 | 4,032 | Shares | Sole | 2020-11-23 | |
| 2020-06-30 | $355,595 | 4,057 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $370,762 | 4,207 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||