Rathbones Group PLC

Position in WEC — Wec Energy Group, Inc.

CIK 1351991 Liverpool, X0

Position in WEC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$97,599,869

+$1,722,166 QoQ

Shares Held

835,830

+0.9% QoQ

Ownership

0.257%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#53

of 1,386 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Rathbones Group PLC holds $160,913,110 across 6 Utilities - Regulated Electric names. WEC ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc. This page	835,830	$97,599,869
2	NEE	Nextera Energy Inc	672,111	$58,991,182
3	EMA	Emera Inc	58,900	$3,122,878
4	DUK	Duke Energy CORP	5,786	$732,391
5	SO	Southern Co	2,515	$240,710
6	AEE	Ameren Corp	2,000	$226,080

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,599,869	835,830	+0.9%	Shares	Sole	2026-07-23
2026-03-31	$95,877,703	828,174	+5.2%	Shares	Sole	2026-05-12
2025-12-31	$83,053,441	787,535	+5.2%	Shares	Sole	2026-02-06
2025-09-30	$85,820,461	748,935	+2.3%	Shares	Sole	2025-11-13
2025-06-30	$76,288,467	732,135	-4.2%	Shares	Sole	2025-08-07
2025-03-31	$83,258,649	763,981	-2.6%	Shares	Sole	2025-05-13
2024-12-31	$73,729,334	784,021	-0.0%	Shares	Sole	2025-02-13
2024-09-30	$75,434,358	784,304	+0.7%	Shares	Sole	2024-11-13
2024-06-30	$61,087,622	778,583	+10.7%	Shares	Sole	2024-08-09
2024-03-31	$57,770,927	703,494	+18.6%	Shares	Sole	2024-05-14
2023-12-31	$49,912,894	593,001	+14.5%	Shares	Sole	2024-02-13
2023-09-30	$41,706,373	517,770	+12.9%	Shares	Sole	2023-11-13
2023-06-30	$40,466,422	458,595	+20.0%	Shares	Sole	2023-08-04
2023-03-31	$36,211,201	382,015	+5.2%	Shares	Sole	2023-05-12
2022-12-31	$34,047,537	363,135	+2.4%	Shares	Sole	2023-02-14
2022-09-30	$31,712,146	354,603	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$36,103,895	358,743	-1.1%	Shares	Sole	2022-08-12
2022-03-31	$36,214,361	362,833	+0.1%	Shares	Sole	2022-05-11
2021-12-31	$35,181,371	362,433	+6.6%	Shares	Sole	2022-02-10
2021-09-30	$29,982,090	339,933	+1.9%	Shares	Sole	2021-11-04
2021-06-30	$29,679,323	333,663	+13.9%	Shares	Sole	2021-07-30
2021-03-31	$27,413,727	292,913	+4.6%	Shares	Sole	2021-05-14
2020-12-31	$25,779,167	280,117	+6.0%	Shares	Sole	2021-02-11
2020-09-30	$25,603,983	264,231	+4.4%	Shares	Sole	2020-11-13
2020-06-30	$22,180,971	253,063	-15.1%	Shares	Sole	2020-08-07
2020-03-31	$26,277,281	298,165	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.