Position in WEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,131,118
-$597,561 QoQ
Shares Held
103,889
-5.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#183
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, 2026MATTERN CAPITAL MANAGEMENT, LLC holds $35,225,194 across 3 Utilities - Regulated Electric names. WEC ranks #1 (34.4% 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 | $12,131,118 | 103,889 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,728,679 | 109,948 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,978,442 | 85,136 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,623,955 | 83,986 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,831,262 | 84,753 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $9,151,922 | 83,978 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,315,957 | 88,430 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,827,400 | 91,780 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,190,859 | 91,650 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,473,002 | 91,001 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,527,804 | 77,555 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,788,886 | 71,867 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,708,951 | 64,698 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,892,051 | 62,159 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,583,220 | 59,548 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,180,679 | 57,930 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,835,811 | 57,987 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,908,053 | 59,193 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,615,208 | 57,847 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,690,211 | 53,177 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,529,778 | 50,925 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,481,557 | 47,885 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,975,603 | 43,199 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $4,104,296 | 42,356 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,672,184 | 41,896 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,602,049 | 40,872 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||