Position in WEC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,135,610
+$2,058,726 QoQ
Shares Held
113,463
+8.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Epoch Investment Partners, Inc. holds $465,278,574 across 10 Utilities - Regulated Electric names. WEC ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
899,618 | $117,921,926 | |
| 2 | ETR |
Entergy Corp /De/
|
858,181 | $96,425,216 | |
| 3 | NEE |
Nextera Energy Inc
|
908,642 | $84,394,668 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
498,231 | $50,196,772 | |
| 5 | DUK |
Duke Energy CORP
|
374,011 | $48,972,999 | |
| 6 | LNT |
Alliant Energy Corp
|
211,449 | $15,173,579 | |
| 7 | CMS |
Cms Energy Corp
|
175,763 | $13,635,693 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
113,463 | $13,135,610 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,135,610 | 113,463 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $11,076,884 | 105,034 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $52,655,823 | 459,515 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $47,308,154 | 454,013 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $56,912,733 | 522,231 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $50,724,704 | 539,395 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $54,517,033 | 566,823 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $49,131,728 | 626,201 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $57,364,760 | 698,548 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $65,024,354 | 772,536 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $63,535,180 | 788,767 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $70,578,673 | 799,849 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $77,451,580 | 817,086 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $71,961,736 | 767,510 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $70,089,508 | 783,736 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $80,818,246 | 803,043 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $90,142,102 | 903,137 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $85,797,066 | 883,868 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $80,569,641 | 913,488 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $80,092,447 | 900,421 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $114,620,046 | 1,224,704 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $113,892,462 | 1,237,558 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $146,088,862 | 1,507,625 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $136,257,796 | 1,554,567 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $91,625,235 | 1,039,660 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||