Rodgers Brothers Inc.

Position in WEC — Wec Energy Group, Inc.

CIK 1397290 Harmony, PA

Position in WEC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,017,084

+$5,697 QoQ

Shares Held

17,274

-0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#432

of 1,383 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Rodgers Brothers Inc. holds $15,467,610 across 8 Utilities - Regulated Electric names. WEC ranks #5 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	49,158	$4,314,597
2	OGE	Oge Energy Corp.	49,675	$2,417,185
3	DUK	Duke Energy CORP	18,778	$2,376,919
4	ES	Eversource Energy	31,493	$2,275,999
5	WEC	Wec Energy Group, Inc. This page	17,274	$2,017,084
6	PPL	PPL Corp	25,991	$944,772
7	SO	Southern Co	9,243	$884,647
8	AEP	American Electric Power Co Inc	1,728	$236,407

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,017,084	17,274	-0.6%	Shares	Sole	2026-08-05
2026-03-31	$2,011,387	17,374	0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,832,262	17,374	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,990,886	17,374	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,810,370	17,374	-24.1%	Shares	Sole	2025-08-14
2025-03-31	$2,494,988	22,894	-3.4%	Shares	Sole	2025-05-14
2024-12-31	$2,228,183	23,694	0.0%	Shares	Sole	2025-02-12
2024-09-30	$2,278,888	23,694	+11.8%	Shares	Sole	2024-11-14
2024-06-30	$1,662,881	21,194	+2.7%	Shares	Sole	2024-08-14
2024-03-31	$1,694,053	20,629	+2.0%	Shares	Sole	2024-05-14
2023-12-31	$1,702,674	20,229	-13.2%	Shares	Sole	2024-02-13
2023-09-30	$1,878,184	23,317	+7.6%	Shares	Sole	2023-11-13
2023-06-30	$1,911,896	21,667	+21.5%	Shares	Sole	2023-08-14
2023-03-31	$1,689,821	17,827	+6.9%	Shares	Sole	2023-05-15
2022-12-31	$1,563,635	16,677	+14.3%	Shares	Sole	2023-02-14
2022-09-30	$1,305,051	14,593	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,468,639	14,593	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,456,527	14,593	-2.7%	Shares	Sole	2022-05-16
2021-12-31	$1,455,370	14,993	-5.8%	Shares	Sole	2022-02-14
2021-09-30	$1,404,408	15,923	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,416,350	15,923	+8.9%	Shares	Sole	2021-08-16
2021-03-31	$1,368,566	14,623	+89.6%	Shares	Sole	2021-05-17
2020-12-31	$709,735	7,712	-5.7%	Shares	Sole	2021-02-16
2020-09-30	$792,157	8,175	0.0%	Shares	Sole	2020-11-13
2020-06-30	$716,538	8,175	+6.0%	Shares	Sole	2020-08-13
2020-03-31	$679,658	7,712	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.