Position in WEC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,093,551
-$8,116 QoQ
Shares Held
9,365
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#555
of 1,386 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bank & Trust Co holds $15,335,410 across 20 Utilities - Regulated Electric names. WEC ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
28,956 | $3,273,186 | |
| 2 | DUK |
Duke Energy CORP
|
22,569 | $2,856,784 | |
| 3 | SO |
Southern Co
|
13,419 | $1,284,332 | |
| 4 | LNT |
Alliant Energy Corp
|
15,670 | $1,195,464 | |
| 5 | WEC |
Wec Energy Group, Inc.
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|
9,365 | $1,093,551 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,371 | $871,616 | |
| 7 | PPL |
PPL Corp
|
22,943 | $833,978 | |
| 8 | TXNM |
Txnm Energy Inc
|
11,090 | $629,690 |
All Filings in WEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,093,551 | 9,365 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,101,667 | 9,516 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,003,557 | 9,516 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,057,894 | 9,232 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $961,974 | 9,232 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,010,680 | 9,274 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $879,274 | 9,350 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $916,883 | 9,533 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $747,959 | 9,533 | Shares | Sole | 2024-07-08 | |
| No filing history on record for this holder in this stock. | ||||||