Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$304,185
+$2,605 QoQ
Shares Held
2,605
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#934
of 1,383 holders
Holding Since
Mar 2020
21 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, 2026Steigerwald, Gordon & Koch Inc. holds $23,650,175 across 20 Utilities - Regulated Electric names. WEC ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
248,810 | $21,838,053 | |
| 2 | DUK |
Duke Energy CORP
|
4,331 | $548,217 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
2,605 | $304,185 | |
| 4 | AEE |
Ameren Corp
|
1,800 | $203,472 | |
| 5 | D |
Dominion Energy, Inc
|
2,978 | $203,367 | |
| 6 | SO |
Southern Co
|
1,302 | $124,614 | |
| 7 | EXC |
Exelon Corp
|
1,450 | $67,599 | |
| 8 | XEL |
Xcel Energy Inc
|
798 | $64,079 |
All Filings in WEC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,185 | 2,605 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $301,580 | 2,605 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $274,723 | 2,605 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $298,506 | 2,605 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $267,794 | 2,570 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $280,078 | 2,570 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $204,066 | 2,170 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $208,710 | 2,170 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $205,694 | 2,170 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $222,211 | 2,370 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $211,949 | 2,370 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $238,516 | 2,370 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $236,549 | 2,370 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $230,055 | 2,370 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $207,270 | 2,350 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $209,032 | 2,350 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $219,936 | 2,350 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $234,676 | 2,550 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $247,095 | 2,550 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $223,507 | 2,550 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $224,731 | 2,550 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||