HENNESSY ADVISORS INC

Position in WEC — Wec Energy Group, Inc.

CIK 1145255 NOVATO, CA

Position in WEC

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$17,265,937

+$1,537,633 QoQ

Shares Held

149,140

0.0% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

HENNESSY ADVISORS INC holds $178,163,371 across 20 Utilities - Regulated Electric names. WEC ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	256,100	$24,718,772
2	WEC	Wec Energy Group, Inc. This page	149,140	$17,265,937
3	NGG	National Grid PLC	180,944	$15,307,862
4	CNP	Centerpoint Energy Inc	334,228	$14,425,280
5	ED	Consolidated Edison Inc	115,436	$13,065,046
6	DUK	Duke Energy CORP	94,887	$12,424,503
7	PEG	Public Service Enterprise Group Inc	153,290	$12,408,825
8	PCG	PG&E Corp	705,449	$12,394,738

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,265,937	149,140	0.0%	Shares	Sole	2026-04-21
2025-12-31	$15,728,304	149,140	-1.6%	Shares	Sole	2026-01-27
2025-09-30	$17,364,968	151,540	-12.4%	Shares	Sole	2025-10-20
2025-06-30	$18,030,768	173,040	+0.6%	Shares	Sole	2025-07-21
2025-03-31	$18,748,919	172,040	-4.1%	Shares	Sole	2025-04-16
2024-12-31	$16,874,537	179,440	+2.8%	Shares	Sole	2025-01-15
2024-09-30	$16,787,257	174,540	-1.5%	Shares	Sole	2024-10-16
2024-06-30	$13,898,404	177,140	-3.7%	Shares	Sole	2024-07-23
2024-03-31	$15,113,364	184,040	-4.3%	Shares	Sole	2024-04-16
2023-12-31	$16,189,257	192,340	-2.7%	Shares	Sole	2024-01-18
2023-09-30	$15,927,957	197,740	-0.5%	Shares	Sole	2023-10-18
2023-06-30	$17,536,817	198,740	-5.0%	Shares	Sole	2023-07-17
2023-03-31	$19,824,380	209,140	+0.8%	Shares	Sole	2023-04-14
2022-12-31	$19,458,950	207,540	-5.9%	Shares	Sole	2023-01-20
2022-09-30	$19,722,892	220,540	-3.3%	Shares	Sole	2022-11-08
2022-06-30	$22,949,945	228,040	-7.9%	Shares	Sole	2022-08-12
2022-03-31	$24,706,967	247,540	-0.8%	Shares	Sole	2022-05-12
2021-12-31	$24,232,554	249,640	-11.5%	Shares	Sole	2022-01-25
2021-09-30	$24,875,928	282,040	-2.4%	Shares	Sole	2021-10-12
2021-06-30	$25,692,318	288,840	+3.3%	Shares	Sole	2021-07-28
2021-03-31	$26,162,148	279,540	-3.8%	Shares	Sole	2021-04-19
2020-12-31	$26,729,193	290,440	+0.4%	Shares	Sole	2021-01-25
2020-09-30	$28,037,046	289,340	-15.3%	Shares	Sole	2020-10-16
2020-06-30	$29,953,511	341,740	-3.2%	Shares	Sole	2020-07-20
2020-03-31	$31,104,602	352,940	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.