Position in WEC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,493,721
+$13,718 QoQ
Shares Held
12,792
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#491
of 1,380 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HM PAYSON & CO holds $18,652,682 across 29 Utilities - Regulated Electric names. WEC ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
91,564 | $8,036,572 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
12,792 | $1,493,721 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,355 | $1,416,667 | |
| 4 | D |
Dominion Energy, Inc
|
18,239 | $1,245,541 | |
| 5 | ED |
Consolidated Edison Inc
|
11,196 | $1,238,613 | |
| 6 | SO |
Southern Co
|
9,929 | $950,304 | |
| 7 | DUK |
Duke Energy CORP
|
7,469 | $945,425 | |
| 8 | ETR |
Entergy Corp /De/
|
7,712 | $885,799 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,493,721 | 12,792 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,480,003 | 12,784 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,245,166 | 11,807 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,374,736 | 11,997 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,206,219 | 11,576 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,242,154 | 11,398 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $979,238 | 10,413 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,004,984 | 10,449 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $856,625 | 10,918 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $896,175 | 10,913 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $943,882 | 11,214 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $903,287 | 11,214 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $971,787 | 11,013 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,043,922 | 11,013 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,033,328 | 11,021 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $956,901 | 10,700 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,086,912 | 10,800 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,090,923 | 10,930 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,062,431 | 10,945 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $965,349 | 10,945 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $973,557 | 10,945 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,114,001 | 11,903 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $1,094,052 | 11,888 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $1,151,947 | 11,888 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $1,041,983 | 11,888 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,047,689 | 11,888 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||