Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$428,312
+$27,401 QoQ
Shares Held
3,668
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#801
of 1,386 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hilltop Holdings Inc. holds $10,113,319 across 12 Utilities - Regulated Electric names. WEC ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
26,543 | $2,540,430 | |
| 2 | NEE |
Nextera Energy Inc
|
28,606 | $2,510,748 | |
| 3 | DUK |
Duke Energy CORP
|
9,367 | $1,185,674 | |
| 4 | ES |
Eversource Energy
|
7,791 | $563,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,719 | $508,796 | |
| 6 | OGE |
Oge Energy Corp.
|
10,074 | $490,200 | |
| 7 | NGG |
National Grid PLC
|
5,703 | $472,607 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
3,668 | $428,312 |
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,312 | 3,668 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $400,911 | 3,463 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,312,420 | 21,927 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,546,189 | 22,220 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,752,851 | 16,822 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,736,159 | 15,931 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,389,911 | 14,780 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,315,837 | 13,681 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||