CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1033984
RADNOR, PA
Position in WEC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$159,305,424
+$18,400,951 QoQ
Shares Held
1,376,051
+3.0% QoQ
Ownership
0.422%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 83.37118319015792.ToString("F0")%
Shared 0.ToString("F0")%
None 16.628816809842075.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC holds $1,480,455,316 across 15 Utilities - Regulated Electric names. WEC ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
2,597,721 | $206,362,956 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
2,201,156 | $178,183,578 | |
| 3 | PPL |
PPL Corp
|
4,619,677 | $176,471,661 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
1,376,051 | $159,305,424 | |
| 5 | ETR |
Entergy Corp /De/
|
1,231,965 | $138,423,587 | |
| 6 | PCG |
PG&E Corp
|
6,835,122 | $120,093,093 | |
| 7 | EVRG |
Evergy, Inc.
|
1,389,642 | $113,839,472 | |
| 8 | CMS |
Cms Energy Corp
|
1,332,742 | $103,394,124 |
All Filings in WEC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $159,305,424 | 1,376,051 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $140,904,473 | 1,336,094 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $141,977,239 | 1,239,002 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $110,267,566 | 1,058,230 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $115,708,425 | 1,061,740 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $125,270,495 | 1,332,098 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $131,172,592 | 1,363,824 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $119,669,624 | 1,525,231 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $84,876,193 | 1,033,563 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $88,410,316 | 1,050,378 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $94,064,034 | 1,167,772 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $116,435,415 | 1,319,531 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $142,406,334 | 1,502,335 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $137,067,931 | 1,461,902 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $111,782,670 | 1,249,946 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $115,751,498 | 1,150,154 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $95,292,998 | 954,744 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $60,742,620 | 625,761 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $34,195,492 | 387,704 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||