Position in WEC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$132,964,964
+$13,794,011 QoQ
Shares Held
1,148,527
+1.6% QoQ
Ownership
0.353%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99477591732715.ToString("F0")%
Shared 0.ToString("F0")%
None 0.005224082672849659.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BESSEMER GROUP INC holds $1,775,443,964 across 36 Utilities - Regulated Electric names. WEC ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,187,013 | $946,169,762 | |
| 2 | AEE |
Ameren Corp
|
2,758,605 | $303,225,855 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,661,844 | $217,834,505 | |
| 4 | DUK |
Duke Energy CORP
|
1,200,569 | $157,202,499 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
1,148,527 | $132,964,964 | |
| 6 | SO |
Southern Co
|
24,145 | $2,330,472 | |
| 7 | CNP |
Centerpoint Energy Inc
|
53,141 | $2,293,562 | |
| 8 | XEL |
Xcel Energy Inc
|
17,589 | $1,397,268 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||