Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,841,005
-$25,735,021 QoQ
Shares Held
512,469
-30.7% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#76
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $265,388,181 across 25 Utilities - Regulated Electric names. WEC ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
512,469 | $59,841,005 | |
| 2 | MGEE |
Mge Energy Inc
|
530,621 | $43,266,836 | |
| 3 | IDA |
Idacorp Inc
|
277,281 | $41,952,615 | |
| 4 | NEE |
Nextera Energy Inc
|
476,755 | $41,844,786 | |
| 5 | ETR |
Entergy Corp /De/
|
336,328 | $38,630,634 | |
| 6 | DTE |
Dte Energy Co
|
84,715 | $12,908,024 | |
| 7 | LNT |
Alliant Energy Corp
|
146,672 | $11,189,606 | |
| 8 | SO |
Southern Co
|
36,614 | $3,504,325 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,841,005 | 512,469 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $85,576,026 | 739,190 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $80,751,882 | 765,711 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $102,100,148 | 891,004 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $102,910,316 | 987,623 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $114,477,605 | 1,050,446 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $109,298,742 | 1,162,258 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $117,091,936 | 1,217,425 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $101,727,234 | 1,296,549 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $108,457,772 | 1,320,723 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $101,801,005 | 1,209,469 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $81,646,446 | 1,013,612 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $84,746,401 | 960,408 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $107,234,505 | 1,131,285 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $104,641,504 | 1,116,057 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $77,913,920 | 871,228 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $86,969,766 | 864,167 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $11,869,505 | 118,921 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $11,597,147 | 119,472 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $9,021,537 | 102,285 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,158,914 | 102,967 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,403,361 | 100,474 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $62,482,111 | 678,932 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $63,528,609 | 655,610 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $54,188,210 | 618,234 | 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. | ||||||