FARMERS & MERCHANTS TRUST Co OF LONG BEACH

Bank

Position in WEC — Wec Energy Group, Inc.

CIK 1737090 LONG BEACH, CA

Back to WEC Full portfolio

Position in WEC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$262,614

+$29,223 QoQ

Shares Held

2,249

+11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#981

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 8% None 0%

Common Shares in WEC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

FARMERS & MERCHANTS TRUST Co OF LONG BEACH holds $2,533,630 across 5 Utilities - Regulated Electric names. WEC ranks #5 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	13,819	$1,322,616
2	IDA	Idacorp Inc	2,237	$338,458
3	NEE	Nextera Energy Inc	3,497	$306,931
4	EIX	Edison International	4,070	$303,011
5	WEC	Wec Energy Group, Inc. This page	2,249	$262,614

All Filings in WEC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,614	2,249	+11.6%	Shares	Sole	2026-08-05
2026-03-31	$233,391	2,016	0.0%	Shares	Sole	2026-04-16
2025-12-31	$212,606	2,016	-61.9%	Shares	Sole	2026-01-29
2025-09-30	$606,066	5,289	-8.6%	Shares	Sole	2025-10-27
2025-06-30	$603,213	5,789	+169.6%	Shares	Sole	2025-07-17
2025-03-31	$233,979	2,147	-18.9%	Shares	Sole	2025-04-17
2024-12-31	$248,923	2,647	-6.6%	Shares	Sole	2025-01-15
2024-09-30	$272,573	2,834	0.0%	Shares	Sole	2024-10-10
2024-06-30	$222,355	2,834	-91.7%	Shares	Sole	2024-08-07
2024-03-31	$2,812,692	34,251	+1188.1%	Shares	Sole	2024-04-18
2023-12-31	$223,808	2,659	0.0%	Shares	Sole	2024-01-25
2023-09-30	$214,182	2,659	0.0%	Shares	Sole	2023-10-20
2023-06-30	$234,630	2,659	0.0%	Shares	Sole	2023-07-25
2023-03-31	$252,046	2,659	-3.6%	Shares	Sole	2023-04-24
2022-12-31	$258,683	2,759	0.0%	Shares	Sole	2023-02-06
2022-09-30	$246,737	2,759	0.0%	Shares	Sole	2022-10-19
2022-06-30	$277,665	2,759	0.0%	Shares	Sole	2022-07-26
2022-03-31	$275,375	2,759	-15.3%	Shares	Sole	2022-04-22
2021-12-31	$316,351	3,259	0.0%	Shares	Sole	2022-01-28
2021-09-30	$287,443	3,259	0.0%	Shares	Sole	2021-10-14
2021-06-30	$289,888	3,259	-3.0%	Shares	Sole	2021-07-12
2021-03-31	$314,368	3,359	0.0%	Shares	Sole	2021-04-12
2020-12-31	$309,128	3,359	+0.4%	Shares	Sole	2021-01-12
2020-09-30	$324,130	3,345	-1.0%	Shares	Sole	2020-11-13
2020-06-30	$296,081	3,378	+2.4%	Shares	Sole	2020-07-30
2020-03-31	$290,829	3,300	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.