Position in WEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$742,890
+$28,011 QoQ
Shares Held
6,362
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#634
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisors Capital Management, LLC holds $142,909,939 across 16 Utilities - Regulated Electric names. WEC ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
615,104 | $77,859,864 | |
| 2 | NEE |
Nextera Energy Inc
|
414,469 | $36,377,944 | |
| 3 | SO |
Southern Co
|
229,231 | $21,939,699 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,675 | $1,050,016 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
10,833 | $879,206 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
6,362 | $742,890 | |
| 7 | D |
Dominion Energy, Inc
|
10,014 | $683,856 | |
| 8 | ETR |
Entergy Corp /De/
|
5,796 | $665,728 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,890 | 6,362 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $714,879 | 6,175 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $546,810 | 5,185 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $578,564 | 5,049 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $531,107 | 5,097 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $528,770 | 4,852 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $439,637 | 4,675 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $437,426 | 4,548 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $364,760 | 4,649 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $366,747 | 4,466 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $376,071 | 4,468 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $360,622 | 4,477 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $402,727 | 4,564 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $450,631 | 4,754 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $457,267 | 4,877 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $429,174 | 4,799 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $472,102 | 4,691 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $466,412 | 4,673 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $454,287 | 4,680 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $408,277 | 4,629 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $411,660 | 4,628 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $432,385 | 4,620 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $445,885 | 4,845 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $476,166 | 4,914 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $408,361 | 4,659 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $412,184 | 4,677 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||