VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Position in WEC — Wec Energy Group, Inc.

CIK 1021642 HOUSTON, TX

Back to WEC Full portfolio

Position in WEC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$79,707,084

+$1,104,581 QoQ

Shares Held

682,599

+0.5% QoQ

Ownership

0.209%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#62

of 1,390 holders

Holding Since

Mar 2020

10 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, 2026

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $428,485,451 across 7 Utilities - Regulated Electric names. WEC ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	972,479	$84,051,358
2	LNT	Alliant Energy Corp	1,099,030	$83,844,997
3	WEC	Wec Energy Group, Inc. This page	682,599	$79,707,084
4	CMS	Cms Energy Corp	1,028,844	$78,706,566
5	SO	Southern Co	745,415	$71,343,668
6	EXC	Exelon Corp	624,620	$29,119,784
7	DUK	Duke Energy CORP	13,525	$1,711,994

All Filings in WEC

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,707,084	682,599	+0.5%	Shares	Defined	2026-07-16
2026-03-31	$78,602,503	678,954	+28.3%	Shares	Defined	2026-04-16
2025-12-31	$55,821,980	529,319	+26.2%	Shares	Defined	2026-01-15
2025-09-30	$48,078,982	419,574	+13.5%	Shares	Defined	2025-10-22
2025-06-30	$38,519,509	369,669	-5.3%	Shares	Defined	2025-07-21
2025-03-31	$42,527,264	390,230	+2787257.1%	Shares	Defined	2025-04-17
2023-12-31	$1	14	-100.0%	Shares	Defined	2024-01-25
2023-09-30	$23,046,159	286,110	-36.0%	Shares	Defined	2023-11-09
2023-06-30	$39,433,308	446,887	+63.3%	Shares	Defined	2023-08-03
2020-03-31	$24,111,485	273,590	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.