Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,340,420
-$2,301 QoQ
Shares Held
20,043
-1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#407
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 29%
None 14%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $44,862,595 across 31 Utilities - Regulated Electric names. WEC ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
90,417 | $7,935,899 | |
| 2 | XEL |
Xcel Energy Inc
|
56,801 | $4,561,119 | |
| 3 | SO |
Southern Co
|
40,440 | $3,870,511 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,381 | $3,335,564 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
20,043 | $2,340,420 | |
| 6 | EXC |
Exelon Corp
|
45,899 | $2,139,811 | |
| 7 | OGE |
Oge Energy Corp.
|
37,981 | $1,848,155 | |
| 8 | DTE |
Dte Energy Co
|
11,928 | $1,817,468 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,340,420 | 20,043 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,342,721 | 20,236 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,041,809 | 19,361 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,234,733 | 19,502 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,030,857 | 19,490 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,099,607 | 19,266 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,907,601 | 20,285 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,923,695 | 20,001 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,534,206 | 19,554 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,551,821 | 18,897 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $335,837 | 3,990 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $301,337 | 3,741 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $330,105 | 3,741 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $376,031 | 3,967 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $371,945 | 3,967 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $354,768 | 3,967 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $436,978 | 4,342 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $447,447 | 4,483 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $434,873 | 4,480 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $426,976 | 4,841 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $430,339 | 4,838 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $452,413 | 4,834 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $465,210 | 5,055 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $512,309 | 5,287 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $477,867 | 5,452 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $493,879 | 5,604 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||