Position in WEC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$233,206,382
+$20,403,508 QoQ
Shares Held
2,014,394
-0.2% QoQ
Ownership
0.618%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 89.50919706333373.ToString("F0")%
Shared 0.004964274597856525.ToString("F0")%
None 10.485838662068424.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Bank of New York Mellon Corp holds $8,389,413,719 across 35 Utilities - Regulated Electric names. WEC ranks #11 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,335,717 | $1,238,621,383 | |
| 2 | D |
Dominion Energy, Inc
|
12,589,272 | $778,268,782 | |
| 3 | SO |
Southern Co
|
7,278,616 | $702,532,008 | |
| 4 | DUK |
Duke Energy CORP
|
4,910,491 | $642,979,680 | |
| 5 | EXC |
Exelon Corp
|
12,815,644 | $628,222,857 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,605,021 | $472,546,144 | |
| 7 | EIX |
Edison International
|
3,973,058 | $290,748,375 | |
| 8 | XEL |
Xcel Energy Inc
|
3,499,718 | $278,017,589 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,206,382 | 2,014,394 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $212,802,874 | 2,017,854 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $240,713,589 | 2,100,651 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $221,144,693 | 2,122,310 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $242,593,177 | 2,226,034 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $212,690,825 | 2,261,706 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $213,048,022 | 2,215,097 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $175,764,359 | 2,240,178 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $188,229,710 | 2,292,130 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $200,255,828 | 2,379,183 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $221,512,816 | 2,750,004 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $255,450,913 | 2,894,956 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $285,358,843 | 3,010,432 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $285,302,201 | 3,042,899 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $273,466,649 | 3,057,885 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $303,155,753 | 3,012,279 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $271,302,936 | 2,718,194 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $263,920,219 | 2,718,865 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $236,076,733 | 2,676,607 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $242,440,515 | 2,725,582 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $257,935,624 | 2,756,017 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $259,754,400 | 2,680,644 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $232,448,409 | 2,652,007 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $230,338,765 | 2,613,625 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||