Position in WEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$20,816,353
-$1,774,077 QoQ
Shares Held
178,268
-8.6% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#140
of 1,386 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Boston Trust Walden Corp holds $139,154,328 across 7 Utilities - Regulated Electric names. WEC ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
467,365 | $70,712,324 | |
| 2 | ES |
Eversource Energy
|
594,733 | $42,981,353 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
178,268 | $20,816,353 | |
| 4 | NEE |
Nextera Energy Inc
|
30,678 | $2,692,608 | |
| 5 | ED |
Consolidated Edison Inc
|
11,798 | $1,305,212 | |
| 6 | DUK |
Duke Energy CORP
|
2,984 | $377,714 | |
| 7 | XEL |
Xcel Energy Inc
|
3,347 | $268,764 |
All Filings in WEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,816,353 | 178,268 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $22,590,430 | 195,132 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $20,870,322 | 197,898 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $23,214,558 | 202,588 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $14,788,168 | 141,921 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $13,651,488 | 125,266 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $10,922,369 | 116,146 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $11,226,225 | 116,721 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $9,144,199 | 116,546 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $9,517,790 | 115,901 | Shares | Defined | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||