Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$676,331
+$3 QoQ
Shares Held
5,792
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#663
of 1,383 holders
Holding Since
Jun 2021
21 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, 2026Haverford Trust Co holds $176,200,844 across 12 Utilities - Regulated Electric names. WEC ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,728,447 | $151,705,793 | |
| 2 | AEP |
American Electric Power Co Inc
|
123,463 | $16,890,973 | |
| 3 | DUK |
Duke Energy CORP
|
10,584 | $1,339,722 | |
| 4 | SO |
Southern Co
|
12,544 | $1,200,586 | |
| 5 | D |
Dominion Energy, Inc
|
15,624 | $1,066,962 | |
| 6 | PPL |
PPL Corp
|
23,613 | $858,332 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,934 | $806,243 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
5,792 | $676,331 |
All Filings in WEC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,331 | 5,792 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $676,328 | 5,842 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $484,483 | 4,594 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $524,478 | 4,577 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $482,967 | 4,635 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $521,251 | 4,783 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $445,937 | 4,742 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $465,607 | 4,841 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $336,122 | 4,284 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $342,768 | 4,174 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $290,807 | 3,455 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $262,995 | 3,265 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $288,103 | 3,265 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $412,810 | 4,355 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $298,156 | 3,180 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $284,387 | 3,180 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $320,035 | 3,180 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $317,395 | 3,180 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $398,181 | 4,102 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $385,081 | 4,366 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $147,568 | 1,659 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||