Position in WEC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$667,340
+$1,084 QoQ
Shares Held
5,715
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#669
of 1,386 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kesler, Norman & Wride, LLC holds $8,507,628 across 4 Utilities - Regulated Electric names. WEC ranks #2 (7.8% of the industry book) .
All Filings in WEC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,340 | 5,715 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $666,256 | 5,755 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $606,289 | 5,749 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $793,077 | 6,921 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $601,859 | 5,776 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $628,814 | 5,770 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $650,850 | 6,921 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $722,985 | 7,517 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,058,660 | 13,493 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,516,756 | 18,470 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,457,908 | 17,321 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,358,475 | 16,865 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,512,874 | 17,145 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,600,434 | 16,884 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,471,188 | 15,691 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $892,332 | 9,978 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $999,757 | 9,934 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $981,930 | 9,838 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $950,703 | 9,794 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $848,925 | 9,625 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $854,898 | 9,611 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $896,217 | 9,576 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $770,843 | 8,376 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||