Position in WEC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$138,362,166
+$2,832,147 QoQ
Shares Held
1,195,147
-7.0% QoQ
Ownership
0.367%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,990,710,642 across 32 Utilities - Regulated Electric names. WEC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,609,761 | $428,154,600 | |
| 2 | XEL |
Xcel Energy Inc
|
1,961,725 | $155,839,432 | |
| 3 | SO |
Southern Co
|
1,445,765 | $139,545,237 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
1,195,147 | $138,362,166 | |
| 5 | DUK |
Duke Energy CORP
|
1,028,960 | $134,732,021 | |
| 6 | AEP |
American Electric Power Co Inc
|
673,149 | $88,236,370 | |
| 7 | ETR |
Entergy Corp /De/
|
632,837 | $71,105,564 | |
| 8 | IDA |
Idacorp Inc
|
460,740 | $65,871,996 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,362,166 | 1,195,147 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $135,530,019 | 1,285,132 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $157,184,133 | 1,371,709 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $146,497,278 | 1,405,924 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $151,642,944 | 1,391,475 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $149,045,405 | 1,584,915 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $157,030,583 | 1,632,674 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $141,316,031 | 1,801,122 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $150,016,075 | 1,826,791 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $155,791,682 | 1,850,917 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $149,147,668 | 1,851,616 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $159,803,786 | 1,811,013 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $182,089,597 | 1,920,979 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $179,049,439 | 1,909,657 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $153,213,531 | 1,713,223 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $162,826,965 | 1,617,915 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $158,148,245 | 1,584,493 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $168,392,959 | 1,734,758 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $146,383,334 | 1,659,675 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $148,091,697 | 1,664,887 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $170,994,868 | 1,858,034 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $172,245,370 | 1,777,558 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $161,803,477 | 1,846,018 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $141,205,675 | 1,602,243 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||