Parkside Financial Bank & Trust
BankPosition in WEC — Wec Energy Group, Inc.
CIK 1455267
SAINT LOUIS, MO
Position in WEC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$312,578
+$28,786 QoQ
Shares Held
2,700
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Parkside Financial Bank & Trust holds $8,128,910 across 33 Utilities - Regulated Electric names. WEC ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
33,226 | $3,086,030 | |
| 2 | AEE |
Ameren Corp
|
8,708 | $957,182 | |
| 3 | DUK |
Duke Energy CORP
|
6,063 | $793,888 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,081 | $534,937 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
2,700 | $312,578 | |
| 6 | ETR |
Entergy Corp /De/
|
2,354 | $264,494 | |
| 7 | SO |
Southern Co
|
2,708 | $261,375 | |
| 8 | CNP |
Centerpoint Energy Inc
|
4,876 | $210,447 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,578 | 2,700 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $283,792 | 2,691 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $301,371 | 2,630 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $271,961 | 2,610 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $64,406 | 591 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $55,483 | 590 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $48,282 | 502 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $46,840 | 597 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $42,209 | 514 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $46,125 | 548 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $49,860 | 619 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $191,304 | 2,168 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $197,730 | 2,086 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $289,530 | 3,088 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $278,216 | 3,111 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $312,990 | 3,110 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $270,883 | 2,714 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $409,635 | 4,220 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $457,581 | 5,188 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $457,202 | 5,140 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $480,865 | 5,138 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $609,054 | 6,618 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $543,414 | 5,608 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $492,329 | 5,617 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $386,449 | 4,385 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||