WESTWOOD HOLDINGS GROUP INC

Position in WEC — Wec Energy Group, Inc.

CIK 1165002 DALLAS, TX

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Position in WEC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$85,576,026

+$4,824,144 QoQ

Shares Held

739,190

-3.5% QoQ

Ownership

0.227%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 82.459313572965.ToString("F0")% Shared 0.ToString("F0")% None 17.540686427035.ToString("F0")%

Common Shares in WEC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

WESTWOOD HOLDINGS GROUP INC holds $316,115,971 across 10 Utilities - Regulated Electric names. WEC ranks #1 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	739,190	$85,576,026
2	NEE	Nextera Energy Inc	829,101	$77,006,900
3	ETR	Entergy Corp /De/	552,366	$62,063,843
4	IDA	Idacorp Inc	280,497	$40,102,656
5	NWE	NorthWestern Energy Group, Inc.	351,913	$23,205,143
6	DTE	Dte Energy Co	88,186	$12,894,556
7	LNT	Alliant Energy Corp	135,642	$9,733,669
8	SO	Southern Co	28,632	$2,763,560

All Filings in WEC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$85,576,026	739,190	-3.5%	Shares	Defined	2026-05-15
2025-12-31	$80,751,882	765,711	-14.1%	Shares	Defined	2026-02-17
2025-09-30	$102,100,148	891,004	-9.8%	Shares	Defined	2025-11-14
2025-06-30	$102,910,316	987,623	-6.0%	Shares	Defined	2025-10-08
2025-03-31	$114,477,605	1,050,446	-9.6%	Shares	Defined	2025-05-09
2024-12-31	$109,298,742	1,162,258	-4.5%	Shares	Defined	2025-02-14
2024-09-30	$117,091,936	1,217,425	-6.1%	Shares	Defined	2024-11-14
2024-06-30	$101,727,234	1,296,549	-1.8%	Shares	Defined	2024-08-13
2024-03-31	$108,457,772	1,320,723	+9.2%	Shares	Defined	2024-06-06
2023-12-31	$101,801,005	1,209,469	+19.3%	Shares	Defined	2024-02-13
2023-09-30	$81,646,446	1,013,612	+5.5%	Shares	Defined	2023-11-14
2023-06-30	$84,746,401	960,408	-15.1%	Shares	Defined	2023-08-11
2023-03-31	$107,234,505	1,131,285	+1.4%	Shares	Defined	2023-05-12
2022-12-31	$104,641,504	1,116,057	+28.1%	Shares	Defined	2023-02-14
2022-09-30	$77,913,920	871,228	+0.8%	Shares	Defined	2022-11-14
2022-06-30	$86,969,766	864,167	+626.7%	Shares	Defined	2022-08-15
2022-03-31	$11,869,505	118,921	-0.5%	Shares	Defined	2022-05-12
2021-12-31	$11,597,147	119,472	+16.8%	Shares	Defined	2022-02-25
2021-09-30	$9,021,537	102,285	-0.7%	Shares	Defined	2021-11-12
2021-06-30	$9,158,914	102,967	+2.5%	Shares	Defined	2021-08-16
2021-03-31	$9,403,361	100,474	-85.2%	Shares	Defined	2021-05-14
2020-12-31	$62,482,111	678,932	+3.6%	Shares	Defined	2021-04-13
2020-09-30	$63,528,609	655,610	+6.0%	Shares	Defined	2020-11-10
2020-06-30	$54,188,210	618,234	-10.8%	Shares	Defined	2020-08-13
2020-03-31	$61,098,766	693,280	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.