Position in WEC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,373,642
+$720,339 QoQ
Shares Held
157,349
+3.2% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#153
of 1,386 holders
Holding Since
Mar 2020
24 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, 2026PARK NATIONAL CORP /OH/ holds $32,309,040 across 7 Utilities - Regulated Electric names. WEC ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
157,349 | $18,373,642 | |
| 2 | NEE |
Nextera Energy Inc
|
104,750 | $9,193,907 | |
| 3 | DUK |
Duke Energy CORP
|
13,483 | $1,706,677 | |
| 4 | SO |
Southern Co
|
13,976 | $1,337,642 | |
| 5 | AEP |
American Electric Power Co Inc
|
9,515 | $1,301,747 | |
| 6 | D |
Dominion Energy, Inc
|
4,057 | $277,051 | |
| 7 | ED |
Consolidated Edison Inc
|
1,070 | $118,374 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,373,642 | 157,349 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $17,653,303 | 152,486 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $14,238,153 | 135,010 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $376,542 | 3,286 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $409,297 | 3,928 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $430,471 | 3,950 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $369,295 | 3,927 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $381,257 | 3,964 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $300,815 | 3,834 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $266,479 | 3,245 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $272,289 | 3,235 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $308,909 | 3,835 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $351,901 | 3,988 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $491,770 | 5,188 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $214,335 | 2,286 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $365,410 | 4,086 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $214,967 | 2,136 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $212,196 | 2,126 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $216,077 | 2,226 | Shares | Sole | 2022-01-04 | |
| 2021-03-31 | $229,389 | 2,451 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $243,603 | 2,647 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $276,165 | 2,850 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $249,802 | 2,850 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $251,170 | 2,850 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||