Position in WEC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$835,372
+$208 QoQ
Shares Held
7,154
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#617
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHICAGO TRUST Co NA holds $11,369,924 across 14 Utilities - Regulated Electric names. WEC ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
34,192 | $2,775,021 | |
| 2 | NEE |
Nextera Energy Inc
|
21,675 | $1,902,414 | |
| 3 | ED |
Consolidated Edison Inc
|
14,700 | $1,626,261 | |
| 4 | DUK |
Duke Energy CORP
|
9,865 | $1,248,711 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
7,154 | $835,372 | |
| 6 | SO |
Southern Co
|
5,478 | $524,299 | |
| 7 | DTE |
Dte Energy Co
|
3,384 | $515,619 | |
| 8 | AEE |
Ameren Corp
|
3,866 | $437,012 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,372 | 7,154 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $835,164 | 7,214 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $791,266 | 7,503 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $872,945 | 7,618 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $793,273 | 7,613 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $615,518 | 5,648 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $522,767 | 5,559 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $529,277 | 5,503 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $679,384 | 8,659 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $686,440 | 8,359 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $703,576 | 8,359 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $730,749 | 9,072 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $785,247 | 8,899 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $844,199 | 8,906 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $666,258 | 7,106 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $590,773 | 6,606 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $691,094 | 6,867 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $669,125 | 6,704 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $629,886 | 6,489 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $530,258 | 6,012 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $401,608 | 4,515 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $794,391 | 8,488 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $628,288 | 6,827 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $660,664 | 6,818 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $660,004 | 7,530 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $663,618 | 7,530 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||