RICHARDSON FINANCIAL SERVICES INC.

Position in WEC — Wec Energy Group, Inc.

CIK 2012303 MEDWAY, MA

Position in WEC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$191,035

-$2,995 QoQ

Shares Held

1,636

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,090

of 1,380 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $3,193,983 across 20 Utilities - Regulated Electric names. WEC ranks #7 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,760	$505,554
2	DUK	Duke Energy CORP	2,844	$359,992
3	AEP	American Electric Power Co Inc	2,078	$284,291
4	D	Dominion Energy, Inc	3,640	$248,575
5	ES	Eversource Energy	2,682	$193,828
6	DTE	Dte Energy Co	1,270	$193,509
7	WEC	Wec Energy Group, Inc. This page	1,636	$191,035
8	FE	Firstenergy Corp	3,973	$188,876

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$191,035	1,636	-2.4%	Shares	Sole	2026-08-10
2026-03-31	$194,030	1,676	-2.9%	Shares	Sole	2026-05-04
2025-12-31	$182,023	1,726	-2.7%	Shares	Sole	2026-01-22
2025-09-30	$203,167	1,773	-1.8%	Shares	Sole	2025-10-28
2025-06-30	$188,185	1,806	-0.9%	Shares	Sole	2025-07-25
2025-03-31	$198,670	1,823	+9.0%	Shares	Sole	2025-05-06
2024-12-31	$157,328	1,673	-4.0%	Shares	Sole	2025-01-24
2024-09-30	$167,640	1,743	0.0%	Shares	Sole	2024-10-24
2024-06-30	$136,755	1,743	+13.4%	Shares	Sole	2024-08-12
2024-03-31	$126,217	1,537	+30.6%	Shares	Sole	2024-05-03
2023-12-31	$99,068	1,177	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.