AMG National Trust Bank
BankPosition in WEC — Wec Energy Group, Inc.
CIK 1388829
GREENWOOD VILLAGE, CO
Position in WEC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$297,296
+$15,628 QoQ
Shares Held
2,546
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#945
of 1,386 holders
Holding Since
Mar 2023
9 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, 2026AMG National Trust Bank holds $12,161,610 across 9 Utilities - Regulated Electric names. WEC ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,134 | $3,610,330 | |
| 2 | DUK |
Duke Energy CORP
|
21,959 | $2,779,570 | |
| 3 | XEL |
Xcel Energy Inc
|
31,019 | $2,490,825 | |
| 4 | PPL |
PPL Corp
|
44,504 | $1,617,719 | |
| 5 | SO |
Southern Co
|
4,370 | $418,252 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,575 | $352,285 | |
| 7 | D |
Dominion Energy, Inc
|
4,543 | $310,240 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
2,546 | $297,296 |
All Filings in WEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,296 | 2,546 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $281,668 | 2,433 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $224,102 | 2,125 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $242,816 | 2,119 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $220,799 | 2,119 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $230,928 | 2,119 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $203,805 | 2,119 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $207,805 | 2,355 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $223,230 | 2,355 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||