Position in WEC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,314,104
-$386,649 QoQ
Shares Held
11,351
-29.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 3.823451678266232.ToString("F0")%
Shared 0.ToString("F0")%
None 96.17654832173376.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Blue Trust, Inc. holds $25,980,446 across 35 Utilities - Regulated Electric names. WEC ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
87,366 | $8,432,565 | |
| 2 | DUK |
Duke Energy CORP
|
34,265 | $4,486,658 | |
| 3 | NEE |
Nextera Energy Inc
|
33,333 | $3,095,968 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
11,351 | $1,314,104 | |
| 5 | D |
Dominion Energy, Inc
|
14,930 | $922,972 | |
| 6 | LNT |
Alliant Energy Corp
|
11,878 | $852,364 | |
| 7 | NGG |
National Grid PLC
|
7,962 | $673,584 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
7,878 | $637,723 |
All Filings in WEC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,314,104 | 11,351 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,700,753 | 16,127 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $1,999,365 | 17,448 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,754,832 | 16,841 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,669,028 | 15,315 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,242,549 | 13,213 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,203,595 | 12,514 | Shares | Other | 2024-10-17 | |
| 2024-06-30 | $815,512 | 10,394 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $736,533 | 8,969 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $634,978 | 7,544 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $544,759 | 6,763 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $397,079 | 4,500 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,008,375 | 10,638 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $946,225 | 10,092 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $627,887 | 7,021 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $640,271 | 6,362 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||