Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$248,851,816
-$2,217,541 QoQ
Shares Held
2,131,128
-1.7% QoQ
Ownership
0.654%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#24
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Clearbridge Investments, LLC holds $3,069,823,462 across 19 Utilities - Regulated Electric names. WEC ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
6,983,959 | $802,177,530 | |
| 2 | PCG |
PG&E Corp
|
19,975,228 | $335,983,334 | |
| 3 | POR |
Portland General Electric Co /Or/
|
6,363,146 | $329,801,856 | |
| 4 | OGE |
Oge Energy Corp.
|
6,589,884 | $320,663,754 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
2,131,128 | $248,851,816 | |
| 6 | NEE |
Nextera Energy Inc
|
2,809,934 | $246,627,906 | |
| 7 | CNP |
Centerpoint Energy Inc
|
4,910,892 | $216,275,682 | |
| 8 | EIX |
Edison International
|
2,808,636 | $209,102,949 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,851,816 | 2,131,128 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $251,069,357 | 2,168,691 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $341,284,799 | 3,236,154 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $518,287,360 | 4,522,972 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $169,682,301 | 1,628,429 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $182,215,758 | 1,672,011 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $134,936,679 | 1,434,886 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $133,705,973 | 1,390,164 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $106,384,620 | 1,355,909 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $109,538,471 | 1,333,883 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $112,163,847 | 1,332,587 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,430,234 | 154,317 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,699,083 | 155,248 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,959,568 | 157,818 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,824,674 | 158,113 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,417,725 | 161,218 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,526,396 | 164,213 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,823,474 | 168,555 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,266,311 | 167,573 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,689,092 | 166,543 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $80,769,713 | 908,035 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $193,096,853 | 2,063,221 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $191,762,911 | 2,083,700 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $208,830,159 | 2,155,110 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $202,480,440 | 2,310,102 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $198,036,306 | 2,247,093 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||