Ipswich Investment Management Co., Inc.
Position in WEC — Wec Energy Group, Inc.
CIK 1463753
BEVERLY, MA
Position in WEC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$211,587
+$1,812 QoQ
Shares Held
1,812
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,062
of 1,380 holders
Holding Since
Mar 2020
22 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, 2026Ipswich Investment Management Co., Inc. holds $5,719,172 across 7 Utilities - Regulated Electric names. WEC ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
16,063 | $2,033,254 | |
| 2 | SO |
Southern Co
|
17,117 | $1,638,268 | |
| 3 | NEE |
Nextera Energy Inc
|
11,069 | $971,526 | |
| 4 | ED |
Consolidated Edison Inc
|
4,077 | $451,038 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
1,812 | $211,587 | |
| 6 | D |
Dominion Energy, Inc
|
3,050 | $208,284 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,500 | $205,215 |
All Filings in WEC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,587 | 1,812 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $209,775 | 1,812 | Shares | Sole | 2026-04-10 | |
| 2025-09-30 | $207,637 | 1,812 | Shares | Sole | 2025-10-08 | |
| 2024-12-31 | $236,228 | 2,512 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $241,604 | 2,512 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $201,799 | 2,572 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $211,212 | 2,572 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $216,485 | 2,572 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $207,174 | 2,572 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $226,953 | 2,572 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $210,623 | 2,222 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $208,334 | 2,222 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $362,304 | 3,600 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $479,088 | 4,800 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $465,936 | 4,800 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $423,360 | 4,800 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $426,960 | 4,800 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $449,232 | 4,800 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,064,695 | 11,569 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,122,974 | 11,589 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,021,034 | 11,649 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,071,572 | 12,159 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||