MORTON COMMUNITY BANK

Bank

Position in WEC — Wec Energy Group, Inc.

CIK 2011821 EAST PEORIA, IL

Position in WEC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,384,848

+$116,156 QoQ

Shares Held

46,115

+1.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#272

of 1,386 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MORTON COMMUNITY BANK holds $53,787,565 across 13 Utilities - Regulated Electric names. WEC ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	61,362	$7,048,039
2	AEP	American Electric Power Co Inc	42,050	$5,752,860
3	LNT	Alliant Energy Corp	72,353	$5,519,810
4	WEC	Wec Energy Group, Inc. This page	46,115	$5,384,848
5	XEL	Xcel Energy Inc	63,295	$5,082,588
6	DTE	Dte Energy Co	33,320	$5,076,967
7	SO	Southern Co	52,612	$5,035,494
8	DUK	Duke Energy CORP	38,497	$4,872,950

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,384,848	46,115	+1.3%	Shares	Other	2026-08-14
2026-03-31	$5,268,692	45,510	+2.3%	Shares	Other	2026-05-14
2025-12-31	$4,692,969	44,500	+4.4%	Shares	Other	2026-02-13
2025-09-30	$4,884,398	42,625	+2.6%	Shares	Other	2025-11-14
2025-06-30	$4,330,031	41,555	+3.2%	Shares	Other	2025-08-13
2025-03-31	$4,388,079	40,265	+0.4%	Shares	Sole	2025-05-12
2024-12-31	$3,770,533	40,095	+1.4%	Shares	Sole	2025-02-07
2024-09-30	$3,801,514	39,525	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$3,116,431	39,720	+6.3%	Shares	Sole	2024-08-06
2024-03-31	$3,067,182	37,350	+11.2%	Shares	Sole	2024-05-02
2023-12-31	$2,826,007	33,575	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.