Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$115,079,637
+$47,827,224 QoQ
Shares Held
985,524
+69.7% QoQ
Ownership
0.302%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#48
of 1,390 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, 2026FIRST TRUST ADVISORS LP holds $3,076,220,605 across 38 Utilities - Regulated Electric names. WEC ranks #11 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,982,053 | $250,888,268 | |
| 2 | SO |
Southern Co
|
2,431,833 | $232,750,736 | |
| 3 | D |
Dominion Energy, Inc
|
2,779,382 | $189,803,996 | |
| 4 | EXC |
Exelon Corp
|
3,659,750 | $170,617,545 | |
| 5 | ED |
Consolidated Edison Inc
|
1,461,379 | $161,672,358 | |
| 6 | ES |
Eversource Energy
|
2,066,768 | $149,365,323 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,672,030 | $135,701,954 | |
| 8 | EIX |
Edison International
|
1,718,849 | $127,968,308 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,079,637 | 985,524 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $67,252,413 | 580,914 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $66,519,949 | 630,760 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $86,508,459 | 754,939 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $62,304,409 | 597,931 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $117,280,897 | 1,076,169 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $99,190,006 | 1,054,764 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $107,729,871 | 1,120,086 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $91,656,893 | 1,168,199 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $75,259,284 | 916,455 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $78,649,205 | 934,409 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $75,041,668 | 931,616 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $78,019,778 | 884,177 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $84,316,367 | 889,507 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $83,972,861 | 895,615 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $65,982,168 | 737,808 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $81,522,123 | 810,037 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $77,353,847 | 775,011 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $77,255,683 | 795,876 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $69,323,083 | 785,976 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $70,477,219 | 792,324 | Shares | Other | 2021-10-12 | |
| 2021-03-31 | $71,845,018 | 767,657 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $64,175,832 | 697,336 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $61,072,000 | 630,258 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $51,119,934 | 583,228 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $56,147,094 | 637,094 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||