THOMAS STORY & SON LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1505207 CULVER, IN

Position in WEC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$10,732,914

+$124,909 QoQ

Shares Held

91,915

+0.3% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

3.89%

of 13F equity value

Holder Rank

#201

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

THOMAS STORY & SON LLC holds $18,451,561 across 5 Utilities - Regulated Electric names. WEC ranks #1 (58.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	91,915	$10,732,914
2	IDA	Idacorp Inc	44,221	$6,690,637
3	SO	Southern Co	4,650	$445,051
4	NEE	Nextera Energy Inc	4,070	$357,223
5	AEP	American Electric Power Co Inc	1,650	$225,736

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,732,914	91,915	+0.3%	Shares	Sole	2026-07-23
2026-03-31	$10,608,005	91,630	-0.4%	Shares	Sole	2026-05-06
2025-12-31	$9,704,218	92,018	-0.7%	Shares	Sole	2026-01-26
2025-09-30	$10,616,075	92,644	-0.2%	Shares	Sole	2025-10-14
2025-06-30	$9,668,718	92,790	+6.7%	Shares	Sole	2025-08-11
2025-03-31	$9,474,176	86,935	+3.9%	Shares	Sole	2025-05-13
2024-12-31	$7,868,702	83,674	-1.2%	Shares	Sole	2025-01-29
2024-09-30	$8,149,235	84,729	+0.1%	Shares	Sole	2024-11-01
2024-06-30	$6,638,814	84,614	+0.5%	Shares	Sole	2024-08-02
2024-03-31	$6,915,653	84,214	+269.6%	Shares	Sole	2024-04-30
2023-12-31	$1,917,729	22,784	+0.2%	Shares	Sole	2024-03-01
2023-09-30	$1,831,223	22,734	-0.2%	Shares	Sole	2023-11-06
2023-06-30	$2,010,018	22,779	+4.7%	Shares	Sole	2023-08-04
2023-03-31	$2,062,061	21,754	+0.6%	Shares	Sole	2023-04-24
2022-12-31	$2,027,935	21,629	-5.0%	Shares	Sole	2023-01-30
2022-09-30	$2,037,125	22,779	-2.6%	Shares	Sole	2022-11-01
2022-06-30	$2,352,862	23,379	+0.2%	Shares	Sole	2022-08-11
2022-03-31	$2,327,768	23,322	+5.5%	Shares	Sole	2022-05-02
2021-12-31	$2,144,955	22,097	-7.7%	Shares	Sole	2022-02-04
2021-09-30	$2,112,125	23,947	+3.2%	Shares	Sole	2021-10-22
2021-06-30	$2,063,640	23,200	-3.2%	Shares	Sole	2021-08-02
2021-03-31	$2,243,820	23,975	+2.0%	Shares	Sole	2021-04-30
2020-12-31	$2,164,085	23,515	0.0%	Shares	Sole	2021-01-27
2020-09-30	$2,278,603	23,515	+0.2%	Shares	Sole	2020-10-23
2020-06-30	$2,057,583	23,475	+3.2%	Shares	Sole	2020-08-03
2020-03-31	$2,004,957	22,750	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.