CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Position in WEC — Wec Energy Group, Inc.
CIK 1033984
RADNOR, PA
Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$117,162,697
-$42,142,727 QoQ
Shares Held
1,003,363
-27.1% QoQ
Ownership
0.308%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#46
of 1,386 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC holds $1,447,917,088 across 16 Utilities - Regulated Electric names. WEC ranks #7 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
2,692,983 | $216,246,534 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,554,554 | $212,678,532 | |
| 3 | PPL |
PPL Corp
|
5,283,738 | $192,063,875 | |
| 4 | EVRG |
Evergy, Inc.
|
1,777,469 | $153,626,645 | |
| 5 | SO |
Southern Co
|
1,496,314 | $143,212,212 | |
| 6 | PCG |
PG&E Corp
|
7,091,740 | $119,283,066 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
1,003,363 | $117,162,697 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,199,814 | $97,376,903 |
All Filings in WEC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,162,697 | 1,003,363 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||