Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,256,014
+$65,625 QoQ
Shares Held
27,884
+1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BROWN ADVISORY INC holds $91,708,897 across 22 Utilities - Regulated Electric names. WEC ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
612,168 | $31,728,667 | |
| 2 | NEE |
Nextera Energy Inc
|
290,909 | $25,533,081 | |
| 3 | DUK |
Duke Energy CORP
|
51,802 | $6,557,095 | |
| 4 | D |
Dominion Energy, Inc
|
93,803 | $6,405,806 | |
| 5 | SO |
Southern Co
|
47,805 | $4,575,415 | |
| 6 | AEP |
American Electric Power Co Inc
|
24,366 | $3,333,512 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
27,884 | $3,256,014 | |
| 8 | EXC |
Exelon Corp
|
46,566 | $2,170,906 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,256,014 | 27,884 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,190,389 | 27,558 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,718,230 | 25,775 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,906,918 | 25,368 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,683,879 | 25,757 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,823,889 | 25,912 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,655,313 | 28,236 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,603,015 | 27,064 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,204,803 | 28,101 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,409,318 | 29,339 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $2,077,567 | 24,683 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,848,138 | 22,944 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $2,053,962 | 23,277 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $2,146,045 | 22,640 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $2,126,101 | 22,676 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,923,012 | 21,503 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,043,696 | 20,307 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $2,032,729 | 20,366 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $1,874,809 | 19,314 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $1,701,201 | 19,288 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,780,244 | 20,014 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $1,951,256 | 20,849 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,281,422 | 24,790 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,413,777 | 24,910 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,255,057 | 25,728 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,275,956 | 25,825 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||