CI INVESTMENTS INC.

Position in WEC — Wec Energy Group, Inc.

CIK 1163648 TORONTO, Z4

Position in WEC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,354,488

+$488,328 QoQ

Shares Held

45,855

+9.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#275

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CI INVESTMENTS INC. holds $300,610,261 across 18 Utilities - Regulated Electric names. WEC ranks #7 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	962,755	$110,582,039
2	NEE	Nextera Energy Inc	991,497	$87,023,691
3	OGE	Oge Energy Corp.	707,764	$34,439,796
4	CNP	Centerpoint Energy Inc	690,850	$30,425,034
5	PCG	PG&E Corp	427,033	$7,182,695
6	EXC	Exelon Corp	121,811	$5,678,828
7	WEC	Wec Energy Group, Inc. This page	45,855	$5,354,488
8	SO	Southern Co	40,184	$3,846,010

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,354,488	45,855	+9.1%	Shares	Sole	2026-08-13
2026-03-31	$4,866,160	42,033	+4.2%	Shares	Sole	2026-05-13
2025-12-31	$4,255,838	40,355	+10.0%	Shares	Sole	2026-02-12
2025-09-30	$4,202,244	36,672	-8.9%	Shares	Sole	2025-11-12
2025-06-30	$4,194,362	40,253	+358.3%	Shares	Sole	2025-08-12
2025-03-31	$957,171	8,783	+316.5%	Shares	Sole	2025-05-13
2024-12-31	$198,330	2,109	+6.5%	Shares	Sole	2025-02-12
2024-09-30	$190,532	1,981	-38.6%	Shares	Sole	2024-11-12
2024-06-30	$252,955	3,224	+17.0%	Shares	Sole	2024-08-12
2024-03-31	$226,322	2,756	+27.7%	Shares	Sole	2024-05-13
2023-12-31	$181,638	2,158	-99.4%	Shares	Sole	2024-02-12
2023-09-30	$29,954,289	371,872	+17727.0%	Shares	Sole	2023-11-13
2023-06-30	$184,068	2,086	+30.2%	Shares	Sole	2023-08-11
2023-03-31	$151,853	1,602	-98.9%	Shares	Sole	2023-05-12
2022-12-31	$13,842,538	147,638	+34968.4%	Shares	Sole	2023-02-10
2022-09-30	$37,650	421	+979.5%	Shares	Sole	2022-11-14
2022-06-30	$3,924	39	0.0%	Shares	Sole	2022-08-12
2022-03-31	$3,892	39	-96.2%	Shares	Sole	2022-05-12
2021-12-31	$100,661	1,037	+8.8%	Shares	Sole	2022-02-11
2021-09-30	$84,054	953	+2.9%	Shares	Sole	2021-11-12
2021-06-30	$82,367	926	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$86,477	924	-14.9%	Shares	Sole	2021-05-13
2020-12-31	$99,944	1,086	+10.5%	Shares	Sole	2021-02-09
2020-09-30	$95,252	983	-10.0%	Shares	Sole	2020-11-09
2020-06-30	$95,713	1,092	-94.6%	Shares	Sole	2020-08-07
2020-03-31	$1,785,249	20,257	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.