Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$134,353,919
+$1,388,955 QoQ
Shares Held
1,150,586
+0.2% QoQ
Ownership
0.353%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#41
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, 2026BESSEMER GROUP INC holds $1,680,203,009 across 36 Utilities - Regulated Electric names. WEC ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,973,918 | $875,410,775 | |
| 2 | AEE |
Ameren Corp
|
2,715,499 | $306,960,000 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,662,114 | $227,393,809 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
1,150,586 | $134,353,919 | |
| 5 | DUK |
Duke Energy CORP
|
912,054 | $115,447,789 | |
| 6 | SO |
Southern Co
|
26,372 | $2,524,059 | |
| 7 | CNP |
Centerpoint Energy Inc
|
43,545 | $1,916,445 | |
| 8 | NGG |
National Grid PLC
|
22,619 | $1,874,434 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,353,919 | 1,150,586 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $132,964,964 | 1,148,527 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $119,170,953 | 1,130,011 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $105,530,739 | 920,942 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $96,187,745 | 923,107 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $99,758,871 | 915,387 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $87,620,073 | 931,732 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $91,840,546 | 954,882 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $74,333,549 | 947,407 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $78,907,789 | 960,884 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $86,920,336 | 1,032,676 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $83,543,074 | 1,037,158 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $90,783,337 | 1,028,823 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $96,912,249 | 1,022,389 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $94,749,351 | 1,010,552 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $540,334 | 6,042 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $469,887 | 4,669 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $608,839 | 6,100 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $376,727 | 3,881 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $275,888 | 3,128 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $287,930 | 3,237 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $216,191 | 2,310 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $211,760 | 2,301 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $127,229 | 1,313 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,215,879 | 13,872 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $95,356 | 1,082 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||