Position in WEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,274,757
+$407,513 QoQ
Shares Held
157,854
-6.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026&PARTNERS holds $260,385,801 across 29 Utilities - Regulated Electric names. WEC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
847,957 | $78,758,246 | |
| 2 | AEP |
American Electric Power Co Inc
|
281,334 | $36,877,260 | |
| 3 | DUK |
Duke Energy CORP
|
215,728 | $28,247,424 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
157,854 | $18,274,757 | |
| 5 | SO |
Southern Co
|
184,529 | $17,810,739 | |
| 6 | XEL |
Xcel Energy Inc
|
132,028 | $10,488,304 | |
| 7 | D |
Dominion Energy, Inc
|
133,186 | $8,233,558 | |
| 8 | ETR |
Entergy Corp /De/
|
64,896 | $7,291,714 |
All Filings in WEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,274,757 | 157,854 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,867,244 | 169,422 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,336,577 | 160,019 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,521,639 | 158,557 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,461,209 | 114,344 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,073,962 | 117,758 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,022,118 | 62,613 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,863,581 | 23,752 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $242,056 | 2,498 | Shares | Sole | 2020-10-05 | |
| No filing history on record for this holder in this stock. | ||||||