Position in WEC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$10,298,896
+$893,555 QoQ
Shares Held
88,960
-0.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $124,687,149 across 17 Utilities - Regulated Electric names. WEC ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
262,085 | $24,342,452 | |
| 2 | DUK |
Duke Energy CORP
|
170,388 | $22,310,604 | |
| 3 | EVRG |
Evergy, Inc.
|
203,254 | $16,650,566 | |
| 4 | NGG |
National Grid PLC
|
134,707 | $11,396,212 | |
| 5 | PCG |
PG&E Corp
|
620,567 | $10,903,361 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
88,960 | $10,298,896 | |
| 7 | AEP |
American Electric Power Co Inc
|
63,266 | $8,292,903 | |
| 8 | PPL |
PPL Corp
|
192,636 | $7,358,693 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,298,896 | 88,960 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $9,405,341 | 89,184 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $10,201,600 | 89,027 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $9,319,958 | 89,443 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $6,319,855 | 57,991 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $1,837,067 | 19,535 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $1,965,915 | 20,440 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $1,535,381 | 19,569 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $1,646,832 | 20,054 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,820,005 | 21,623 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,585,060 | 19,678 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,689,529 | 19,147 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,876,460 | 19,796 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,893,761 | 20,198 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,830,897 | 20,473 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,020,547 | 20,077 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,010,270 | 20,141 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,908,976 | 19,666 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $1,750,680 | 19,849 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,120,030 | 23,834 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $2,296,135 | 24,534 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $2,087,420 | 22,682 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $2,216,100 | 22,870 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,164,776 | 24,698 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,237,265 | 25,386 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||