Position in WEC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$95,877,703
+$12,824,262 QoQ
Shares Held
828,174
+5.2% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Rathbones Group PLC holds $148,377,321 across 4 Utilities - Regulated Electric names. WEC ranks #1 (64.6% of the industry book) .
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,877,703 | 828,174 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $83,053,441 | 787,535 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $85,820,461 | 748,935 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $76,288,467 | 732,135 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $83,258,649 | 763,981 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $73,729,334 | 784,021 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $75,434,358 | 784,304 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $61,087,622 | 778,583 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $57,770,927 | 703,494 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $49,912,894 | 593,001 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $41,706,373 | 517,770 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,466,422 | 458,595 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $36,211,201 | 382,015 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,047,537 | 363,135 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,712,146 | 354,603 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,103,895 | 358,743 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $36,214,361 | 362,833 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $35,181,371 | 362,433 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $29,982,090 | 339,933 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $29,679,323 | 333,663 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $27,413,727 | 292,913 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $25,779,167 | 280,117 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $25,603,983 | 264,231 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $22,180,971 | 253,063 | 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. | ||||||