Position in WEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$488,799
-$3,107 QoQ
Shares Held
4,186
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#761
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Carl P. Sherr & Co., LLC holds $2,038,321 across 4 Utilities - Regulated Electric names. WEC ranks #2 (24.0% 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 | $488,799 | 4,186 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $491,906 | 4,249 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $452,739 | 4,293 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $491,934 | 4,293 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $447,330 | 4,293 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $467,851 | 4,293 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $403,713 | 4,293 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $412,900 | 4,293 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $336,828 | 4,293 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $352,541 | 4,293 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $361,341 | 4,293 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $345,801 | 4,293 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $378,814 | 4,293 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $408,070 | 4,305 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $403,636 | 4,305 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $384,996 | 4,305 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $433,255 | 4,305 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $429,682 | 4,305 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $420,992 | 4,337 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $416,745 | 4,725 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $420,288 | 4,725 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $442,212 | 4,725 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $434,841 | 4,725 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $457,852 | 4,725 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $414,146 | 4,725 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $416,414 | 4,725 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||