Position in WEC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$716,617
-$5,440 QoQ
Shares Held
6,137
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#647
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026BRIDGES INVESTMENT MANAGEMENT INC holds $4,599,094 across 7 Utilities - Regulated Electric names. WEC ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,937 | $1,662,098 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
6,137 | $716,617 | |
| 3 | DUK |
Duke Energy CORP
|
4,658 | $589,609 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,082 | $558,457 | |
| 5 | SO |
Southern Co
|
4,996 | $478,166 | |
| 6 | LNT |
Alliant Energy Corp
|
4,775 | $364,284 | |
| 7 | D |
Dominion Energy, Inc
|
3,366 | $229,863 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,617 | 6,137 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $722,057 | 6,237 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $668,299 | 6,337 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $729,364 | 6,365 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $667,505 | 6,406 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $693,657 | 6,365 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $594,803 | 6,325 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $611,127 | 6,354 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $496,259 | 6,325 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $492,720 | 6,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $505,020 | 6,000 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $483,300 | 6,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $529,440 | 6,000 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $568,740 | 6,000 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $562,560 | 6,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $536,580 | 6,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $603,840 | 6,000 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $598,860 | 6,000 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $650,369 | 6,700 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $635,040 | 7,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $640,440 | 7,200 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $673,848 | 7,200 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $812,624 | 8,830 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $869,096 | 8,969 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $828,467 | 9,452 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $833,004 | 9,452 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||