Greenfield Savings Bank

Bank

Position in WEC — Wec Energy Group, Inc.

CIK 1940406 GREENFIELD, MA

Position in WEC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$400,170

+$3,427 QoQ

Shares Held

3,427

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#818

of 1,383 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Greenfield Savings Bank holds $5,589,756 across 6 Utilities - Regulated Electric names. WEC ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	35,223	$3,091,522
2	DUK	Duke Energy CORP	11,152	$1,411,620
3	WEC	Wec Energy Group, Inc. This page	3,427	$400,170
4	EXC	Exelon Corp	5,150	$240,093
5	SO	Southern Co	2,389	$228,651
6	PPL	PPL Corp	5,989	$217,700

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,170	3,427	0.0%	Shares	Sole	2026-07-07
2026-03-31	$396,743	3,427	-0.7%	Shares	Sole	2026-04-16
2025-12-31	$364,047	3,452	-12.7%	Shares	Sole	2026-02-02
2025-09-30	$453,088	3,954	+2.9%	Shares	Sole	2025-10-06
2025-06-30	$400,232	3,841	+0.7%	Shares	Sole	2025-07-07
2025-03-31	$415,540	3,813	-1.4%	Shares	Sole	2025-04-10
2024-12-31	$363,652	3,867	-11.5%	Shares	Sole	2025-01-13
2024-09-30	$420,114	4,368	0.0%	Shares	Sole	2024-10-07
2024-06-30	$342,713	4,368	0.0%	Shares	Sole	2024-07-10
2024-03-31	$358,700	4,368	-7.1%	Shares	Sole	2024-04-10
2023-12-31	$395,851	4,703	-2.1%	Shares	Sole	2024-01-05
2023-09-30	$386,962	4,804	-0.5%	Shares	Sole	2023-10-10
2023-06-30	$426,110	4,829	0.0%	Shares	Sole	2023-07-07
2023-03-31	$457,740	4,829	-10.2%	Shares	Sole	2023-04-12
2022-12-31	$504,335	5,379	0.0%	Shares	Sole	2023-01-13
2022-09-30	$481,043	5,379	-2.8%	Shares	Sole	2022-10-06
2022-06-30	$556,941	5,534	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.