Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$677,498
+$103,395 QoQ
Shares Held
5,802
+17.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#662
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fiduciary Trust Co holds $39,330,557 across 16 Utilities - Regulated Electric names. WEC ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
293,950 | $25,799,991 | |
| 2 | AEP |
American Electric Power Co Inc
|
23,267 | $3,183,157 | |
| 3 | ETR |
Entergy Corp /De/
|
22,297 | $2,561,032 | |
| 4 | SO |
Southern Co
|
12,781 | $1,223,268 | |
| 5 | CMS |
Cms Energy Corp
|
13,996 | $1,070,693 | |
| 6 | LNT |
Alliant Energy Corp
|
13,569 | $1,035,178 | |
| 7 | DUK |
Duke Energy CORP
|
7,727 | $978,082 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
5,802 | $677,498 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,498 | 5,802 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $574,103 | 4,959 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,111,020 | 10,535 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,213,851 | 10,593 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,075,968 | 10,326 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,211,530 | 11,117 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $935,885 | 9,952 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $812,047 | 8,443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $730,697 | 9,313 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $772,995 | 9,413 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $817,121 | 9,708 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $781,979 | 9,708 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $856,633 | 9,708 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $975,009 | 10,286 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $964,414 | 10,286 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $919,876 | 10,286 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,035,182 | 10,286 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $988,218 | 9,901 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $844,605 | 8,701 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $767,428 | 8,701 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $775,821 | 8,722 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,261,873 | 13,483 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,286,210 | 13,976 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,363,963 | 14,076 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,243,315 | 14,185 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,273,918 | 14,455 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||