Position in WEC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,112,655
+$56,826 QoQ
Shares Held
52,800
-8.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $129,261,232 across 34 Utilities - Regulated Electric names. WEC ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
153,564 | $20,107,669 | |
| 2 | SO |
Southern Co
|
195,825 | $18,901,029 | |
| 3 | D |
Dominion Energy, Inc
|
230,064 | $14,222,555 | |
| 4 | NEE |
Nextera Energy Inc
|
131,126 | $12,178,982 | |
| 5 | LNT |
Alliant Energy Corp
|
99,509 | $7,140,765 | |
| 6 | EVRG |
Evergy, Inc.
|
76,531 | $6,269,419 | |
| 7 | AEP |
American Electric Power Co Inc
|
47,407 | $6,214,108 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
52,800 | $6,112,655 |
All Filings in WEC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,112,655 | 52,800 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,055,829 | 57,423 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,465,969 | 56,427 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,466,123 | 52,458 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $5,586,205 | 51,259 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $4,761,151 | 50,629 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $4,629,816 | 48,137 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $3,633,953 | 46,316 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,674,787 | 44,749 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,629,891 | 31,245 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,912,446 | 36,157 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,331,412 | 37,754 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,955,457 | 31,179 | Shares | Sole | 2025-07-31 | |
| 2022-06-30 | $205,104 | 2,038 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $243,636 | 2,441 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $248,402 | 2,559 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $204,094 | 2,314 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $205,830 | 2,314 | Shares | Sole | 2021-08-03 | |
| 2020-12-31 | $1,550,889 | 16,852 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $771,324 | 7,960 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||