NEVILLE RODIE & SHAW INC

Position in WEC — Wec Energy Group, Inc.

CIK 71210 NEW YORK, NY

Position in WEC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$242,648

+$2,078 QoQ

Shares Held

2,078

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,008

of 1,380 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $19,898,571 across 7 Utilities - Regulated Electric names. WEC ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	169,575	$14,883,597
2	ES	Eversource Energy	32,626	$2,357,880
3	DUK	Duke Energy CORP	7,915	$1,001,879
4	AEP	American Electric Power Co Inc	6,240	$853,694
5	PEG	Public Service Enterprise Group Inc	4,284	$347,689
6	WEC	Wec Energy Group, Inc. This page	2,078	$242,648
7	DTE	Dte Energy Co	1,386	$211,184

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,648	2,078	0.0%	Shares	Sole	2026-07-06
2026-03-31	$240,570	2,078	0.0%	Shares	Sole	2026-04-01
2025-12-31	$219,145	2,078	0.0%	Shares	Sole	2026-01-06
2025-09-30	$238,118	2,078	0.0%	Shares	Sole	2025-10-01
2025-06-30	$216,527	2,078	0.0%	Shares	Sole	2025-07-02
2025-03-31	$226,460	2,078	0.0%	Shares	Sole	2025-04-01
2024-09-30	$199,862	2,078	-56.6%	Shares	Sole	2024-10-01
2021-03-31	$447,828	4,785	0.0%	Shares	Sole	2021-04-08
2020-12-31	$440,363	4,785	0.0%	Shares	Sole	2021-03-04
2020-09-30	$463,666	4,785	0.0%	Shares	Sole	2020-10-01
2020-06-30	$419,405	4,785	-7.7%	Shares	Sole	2020-07-15
2020-03-31	$456,954	5,185	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.