Position in WEC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$156,571,054
+$17,825,456 QoQ
Shares Held
1,340,850
+11.9% QoQ
Ownership
0.411%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#35
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. WEC ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,571,054 | 1,340,850 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $138,745,598 | 1,198,459 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $102,685,136 | 973,688 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $107,035,998 | 934,078 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $92,077,684 | 883,663 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $92,704,708 | 850,658 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $66,043,351 | 702,290 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $63,047,432 | 655,515 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $36,266,565 | 462,230 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $35,453,010 | 431,722 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $29,895,248 | 355,177 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,491,610 | 366,128 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,371,277 | 321,524 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $27,114,489 | 286,048 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $23,748,657 | 253,292 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $19,516,130 | 218,228 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,361,585 | 202,321 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,402,775 | 164,340 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,340,569 | 168,338 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,045,508 | 170,584 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,409,496 | 184,480 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,333,897 | 185,211 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $15,562,365 | 169,101 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,487,406 | 128,869 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $10,387,489 | 118,511 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,293,407 | 116,798 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||