Altshuler Shaham Ltd

Position in WEC — Wec Energy Group, Inc.

CIK 1324290 TEL AVIV, L3

Position in WEC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,036,216

+$115,498 QoQ

Shares Held

8,874

+11.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#567

of 1,386 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Altshuler Shaham Ltd holds $137,131,103 across 9 Utilities - Regulated Electric names. WEC ranks #7 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,406,591	$123,456,492
2	AEP	American Electric Power Co Inc	28,792	$3,939,033
3	D	Dominion Energy, Inc	50,022	$3,416,002
4	SO	Southern Co	21,918	$2,097,771
5	ETR	Entergy Corp /De/	11,490	$1,319,741
6	XEL	Xcel Energy Inc	13,765	$1,105,329
7	WEC	Wec Energy Group, Inc. This page	8,874	$1,036,216
8	PEG	Public Service Enterprise Group Inc	8,956	$726,868

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,036,216	8,874	+11.6%	Shares	Defined	2026-08-12
2026-03-31	$920,718	7,953	+13.7%	Shares	Defined	2026-05-18
2025-12-31	$737,481	6,993	+8.5%	Shares	Defined	2026-02-17
2025-09-30	$738,876	6,448	+36.6%	Shares	Defined	2025-11-13
2025-06-30	$492,032	4,722	+37.1%	Shares	Defined	2025-08-14
2025-03-31	$375,218	3,443	+208.8%	Shares	Defined	2025-05-15
2024-12-31	$104,854	1,115	+126.2%	Shares	Defined	2025-02-13
2022-12-31	$46,223	493	+0.4%	Shares	Defined	2023-05-09
2022-09-30	$43,910	491	-7.7%	Shares	Defined	2022-11-14
2022-06-30	$53,540	532	-20.8%	Shares	Defined	2022-08-10
2021-09-30	$59,270	672	-8.7%	Shares	Defined	2021-11-15
2021-06-30	$65,467	736	-53.1%	Shares	Defined	2021-08-16
2020-03-31	$138,364	1,570	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.