Position in WEC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,584,607
+$35,696 QoQ
Shares Held
39,601
-8.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026REGIONS FINANCIAL CORP holds $399,820,349 across 22 Utilities - Regulated Electric names. WEC ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,522,904 | $141,447,323 | |
| 2 | XEL |
Xcel Energy Inc
|
1,032,974 | $82,059,453 | |
| 3 | EXC |
Exelon Corp
|
1,168,122 | $57,261,340 | |
| 4 | LNT |
Alliant Energy Corp
|
581,906 | $41,757,574 | |
| 5 | AEP |
American Electric Power Co Inc
|
287,278 | $37,656,399 | |
| 6 | SO |
Southern Co
|
187,735 | $18,120,181 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
39,601 | $4,584,607 | |
| 8 | DUK |
Duke Energy CORP
|
34,080 | $4,462,435 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,584,607 | 39,601 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,548,911 | 43,134 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $4,731,076 | 41,287 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $4,273,658 | 41,014 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,620,860 | 33,225 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,258,109 | 34,646 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,374,763 | 35,088 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,502,638 | 31,897 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,563,292 | 31,214 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,561,881 | 30,437 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $2,315,892 | 28,751 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,546,076 | 28,854 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,780,190 | 29,330 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,746,042 | 29,288 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $2,715,809 | 30,368 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $2,959,620 | 29,408 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $3,207,693 | 32,138 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $3,158,171 | 32,535 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $3,137,097 | 35,568 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $3,358,484 | 37,757 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $4,075,656 | 43,548 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $15,222,406 | 165,407 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $15,936,948 | 164,468 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $14,315,523 | 163,326 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $13,586,031 | 154,159 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||