Position in WEC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$14,036,687
+$601,464 QoQ
Shares Held
120,208
+3.6% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#171
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ROCKLAND TRUST CO holds $71,367,921 across 11 Utilities - Regulated Electric names. WEC ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
375,692 | $32,974,486 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
120,208 | $14,036,687 | |
| 3 | SO |
Southern Co
|
108,723 | $10,405,878 | |
| 4 | ED |
Consolidated Edison Inc
|
92,135 | $10,192,894 | |
| 5 | EVRG |
Evergy, Inc.
|
9,327 | $806,132 | |
| 6 | EIX |
Edison International
|
9,582 | $713,379 | |
| 7 | D |
Dominion Energy, Inc
|
9,787 | $668,353 | |
| 8 | ES |
Eversource Energy
|
6,936 | $501,264 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,036,687 | 120,208 | Shares | Defined | 2026-07-08 | |
| 2026-03-31 | $13,435,223 | 116,051 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $12,075,907 | 114,507 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $12,913,833 | 112,696 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $11,751,466 | 112,778 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $12,573,458 | 115,374 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $10,983,401 | 116,795 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $11,032,999 | 114,712 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $8,910,074 | 113,562 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $9,137,081 | 111,265 | Shares | Defined | 2024-04-11 | |
| 2023-12-31 | $550,892 | 6,545 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $529,213 | 6,570 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $579,736 | 6,570 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $628,268 | 6,628 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $621,253 | 6,626 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $613,758 | 6,863 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $687,169 | 6,828 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $732,105 | 7,335 | Shares | Defined | 2022-04-18 | |
| 2021-12-31 | $854,701 | 8,805 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $785,421 | 8,905 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $801,706 | 9,013 | Shares | Defined | 2021-07-21 | |
| 2021-03-31 | $918,398 | 9,813 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $948,921 | 10,311 | Shares | Defined | 2021-01-04 | |
| 2020-09-30 | $1,001,946 | 10,340 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $914,277 | 10,431 | Shares | Defined | 2020-07-09 | |
| 2020-03-31 | $944,841 | 10,721 | Shares | Defined | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||