TORTOISE CAPITAL ADVISORS, L.L.C.
Position in WEC — Wec Energy Group, Inc.
CIK 1280965
OVERLAND PARK, KS
Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,251,362
-$13,391,754 QoQ
Shares Held
36,408
-76.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#314
of 1,386 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TORTOISE CAPITAL ADVISORS, L.L.C. holds $290,987,671 across 7 Utilities - Regulated Electric names. WEC ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
951,677 | $109,309,620 | |
| 2 | EVRG |
Evergy, Inc.
|
614,254 | $53,089,973 | |
| 3 | CNP |
Centerpoint Energy Inc
|
1,100,699 | $48,474,783 | |
| 4 | AEP |
American Electric Power Co Inc
|
308,617 | $42,221,891 | |
| 5 | DTE |
Dte Energy Co
|
190,541 | $29,032,732 | |
| 6 | NEE |
Nextera Energy Inc
|
52,493 | $4,607,310 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
36,408 | $4,251,362 |
All Filings in WEC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,251,362 | 36,408 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,643,116 | 152,398 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,299,686 | 154,558 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,729,418 | 172,174 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,981,377 | 172,566 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,168,810 | 19,901 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||