Security National Bank

Bank

Position in WEC — Wec Energy Group, Inc.

CIK 1719739 OMAHA, NE

Position in WEC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,031,798

+$33,493 QoQ

Shares Held

17,400

+0.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#431

of 1,386 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Security National Bank holds $12,374,041 across 5 Utilities - Regulated Electric names. WEC ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	112,578	$9,880,970
2	WEC	Wec Energy Group, Inc. This page	17,400	$2,031,798
3	MGEE	Mge Energy Inc	3,269	$266,554
4	AEP	American Electric Power Co Inc	1,294	$177,032
5	D	Dominion Energy, Inc	259	$17,687

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,031,798	17,400	+0.8%	Shares	Sole	2026-07-15
2026-03-31	$1,998,305	17,261	+1.4%	Shares	Sole	2026-04-16
2025-12-31	$1,795,667	17,027	+78.2%	Shares	Sole	2026-02-05
2025-09-30	$1,094,907	9,555	-3.6%	Shares	Sole	2025-10-20
2025-06-30	$1,032,830	9,912	-0.2%	Shares	Sole	2025-07-10
2025-03-31	$1,082,280	9,931	-0.8%	Shares	Sole	2025-04-23
2024-12-31	$941,528	10,012	+2.8%	Shares	Sole	2025-02-10
2024-09-30	$937,177	9,744	—	Shares	Sole	2024-10-07
No filing history on record for this holder in this stock.