Position in WEC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$4,408,417
+$74,915 QoQ
Shares Held
37,753
+0.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#307
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026Somerset Trust Co holds $15,717,357 across 3 Utilities - Regulated Electric names. WEC ranks #2 (28.0% of the industry book) .
All Filings in WEC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,408,417 | 37,753 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $4,333,502 | 37,432 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $3,870,276 | 36,699 | Shares | Other | 2026-01-09 | |
| 2025-09-30 | $4,137,500 | 36,107 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,733,069 | 35,826 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $3,911,400 | 35,891 | Shares | Other | 2025-04-08 | |
| 2024-12-31 | $3,210,149 | 34,136 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $3,130,946 | 32,553 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,568,780 | 32,740 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,656,006 | 32,343 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,628,965 | 31,234 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,557,381 | 31,749 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,781,853 | 31,526 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $3,079,726 | 32,490 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $3,078,046 | 32,829 | Shares | Other | 2023-01-03 | |
| 2022-09-30 | $2,950,921 | 32,997 | Shares | Other | 2022-10-03 | |
| 2022-06-30 | $3,283,883 | 32,630 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $3,228,653 | 32,348 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $3,129,051 | 32,235 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $2,823,193 | 32,009 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,859,919 | 32,152 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,997,312 | 32,026 | Shares | Sole | 2021-04-07 | |
| 2020-12-31 | $2,858,634 | 31,062 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,038,589 | 31,358 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $2,681,125 | 30,589 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,564,229 | 29,096 | Shares | Other | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||