Position in WEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,093,802
+$11,679 QoQ
Shares Held
17,931
-0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#425
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Caldwell Trust Co holds $30,643,664 across 25 Utilities - Regulated Electric names. WEC ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,793 | $15,253,811 | |
| 2 | DUK |
Duke Energy CORP
|
32,348 | $4,094,609 | |
| 3 | SO |
Southern Co
|
31,311 | $2,996,775 | |
| 4 | ED |
Consolidated Edison Inc
|
24,035 | $2,658,992 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
17,931 | $2,093,802 | |
| 6 | D |
Dominion Energy, Inc
|
11,706 | $799,402 | |
| 7 | EXC |
Exelon Corp
|
14,800 | $689,976 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,678 | $541,986 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,093,802 | 17,931 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,082,123 | 17,985 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,907,349 | 18,086 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,085,308 | 18,198 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,823,187 | 17,497 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,927,311 | 17,685 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,683,033 | 17,897 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,724,699 | 17,932 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,479,912 | 18,862 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,626,550 | 19,807 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,859,146 | 22,088 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $1,828,323 | 22,698 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $2,078,493 | 23,555 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $2,289,557 | 24,154 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $2,214,142 | 23,615 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $2,074,954 | 23,202 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $2,326,696 | 23,119 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $2,299,422 | 23,038 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $2,092,343 | 21,555 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $2,002,140 | 22,700 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $1,955,654 | 21,986 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $1,950,977 | 20,846 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $1,644,576 | 17,870 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $1,767,165 | 18,237 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $1,669,907 | 19,052 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $1,824,907 | 20,707 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||