Choate Investment Advisors

Position in WEC — Wec Energy Group, Inc.

CIK 1399794 BOSTON, MA

Position in WEC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$276,161

+$2,365 QoQ

Shares Held

2,365

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#965

of 1,386 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Utilities · as of Jun 30, 2026

Choate Investment Advisors holds $5,527,089 across 7 Utilities - Regulated Electric names. WEC ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	41,944	$3,681,424
2	AEP	American Electric Power Co Inc	3,140	$429,583
3	DUK	Duke Energy CORP	2,638	$333,918
4	SO	Southern Co	3,251	$311,153
5	WEC	Wec Energy Group, Inc. This page	2,365	$276,161
6	LNT	Alliant Energy Corp	3,288	$250,841
7	EXC	Exelon Corp	5,234	$244,009

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,161	2,365	0.0%	Shares	Sole	2026-08-11
2026-03-31	$273,796	2,365	+0.8%	Shares	Sole	2026-05-13
2025-12-31	$247,514	2,347	0.0%	Shares	Sole	2026-02-09
2025-09-30	$268,942	2,347	-28.5%	Shares	Sole	2025-11-10
2025-06-30	$341,984	3,282	+11.4%	Shares	Sole	2025-08-12
2025-03-31	$321,164	2,947	+7.3%	Shares	Sole	2025-05-14
2024-12-31	$258,327	2,747	+8.6%	Shares	Sole	2025-02-10
2024-09-30	$243,239	2,529	-2.9%	Shares	Sole	2024-11-13
2024-06-30	$204,309	2,604	+2.3%	Shares	Sole	2024-08-08
2024-03-31	$208,995	2,545	+2.0%	Shares	Sole	2024-05-07
2023-12-31	$209,919	2,494	-12.9%	Shares	Sole	2024-02-14
2023-09-30	$230,695	2,864	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.