Colonial Trust Co / SC

Bank

Position in WEC — Wec Energy Group, Inc.

CIK 1954093 SPARTANBURG, SC

Position in WEC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,457,307

+$50,565 QoQ

Shares Held

21,044

+1.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#398

of 1,386 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Colonial Trust Co / SC holds $15,721,516 across 24 Utilities - Regulated Electric names. WEC ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	57,913	$7,330,627
2	NEE	Nextera Energy Inc	49,118	$4,311,086
3	WEC	Wec Energy Group, Inc. This page	21,044	$2,457,307
4	SO	Southern Co	3,558	$340,536
5	AEP	American Electric Power Co Inc	2,042	$279,366
6	D	Dominion Energy, Inc	3,538	$241,610
7	XEL	Xcel Energy Inc	2,745	$220,423
8	CMS	Cms Energy Corp	2,022	$154,683

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,457,307	21,044	+1.2%	Shares	Sole	2026-08-11
2026-03-31	$2,406,742	20,789	+0.0%	Shares	Sole	2026-05-12
2025-12-31	$2,191,458	20,780	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$2,379,461	20,765	0.0%	Shares	Sole	2025-11-10
2025-06-30	$2,163,713	20,765	+0.0%	Shares	Sole	2025-08-13
2025-03-31	$2,262,642	20,762	-0.1%	Shares	Sole	2025-05-14
2024-12-31	$1,953,681	20,775	+1.1%	Shares	Sole	2025-02-14
2024-09-30	$1,977,364	20,559	+4726.1%	Shares	Sole	2024-11-12
2024-06-30	$33,423	426	+3.9%	Shares	Sole	2024-08-14
2024-03-31	$33,669	410	+16.8%	Shares	Sole	2024-05-14
2023-12-31	$29,543	351	-55.5%	Shares	Sole	2024-02-14
2023-09-30	$63,553	789	+10.7%	Shares	Sole	2023-11-13
2023-06-30	$62,915	713	0.0%	Shares	Sole	2023-08-14
2023-03-31	$67,585	713	0.0%	Shares	Sole	2023-05-11
2022-12-31	$66,850	713	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.