Position in WEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$228,774,138
-$4,432,244 QoQ
Shares Held
1,959,186
-2.7% QoQ
Ownership
0.601%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#25
of 1,390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bank of New York Mellon Corp holds $8,130,324,833 across 35 Utilities - Regulated Electric names. WEC ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,048,560 | $1,145,272,101 | |
| 2 | D |
Dominion Energy, Inc
|
10,212,160 | $697,388,395 | |
| 3 | SO |
Southern Co
|
7,278,460 | $696,621,396 | |
| 4 | DUK |
Duke Energy CORP
|
4,784,956 | $605,679,723 | |
| 5 | EXC |
Exelon Corp
|
12,459,069 | $580,841,785 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,621,775 | $495,495,027 | |
| 7 | EIX |
Edison International
|
4,155,291 | $309,361,405 | |
| 8 | XEL |
Xcel Energy Inc
|
3,489,252 | $280,186,931 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,774,138 | 1,959,186 | Shares | Defined | 2026-08-06 | |
| 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 | |
| 2020-12-31 | $253,606,514 | 2,755,694 | Shares | Defined | 2021-02-09 | |
| 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. | ||||||