Position in WEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$436,133,497
+$16,592,048 QoQ
Shares Held
3,734,979
+3.1% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#16
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,221,141,430 across 33 Utilities - Regulated Electric names. WEC ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,210,434 | $457,319,792 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,243,607 | $443,757,873 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
3,734,979 | $436,133,497 | |
| 4 | DUK |
Duke Energy CORP
|
2,559,645 | $323,999,864 | |
| 5 | ETR |
Entergy Corp /De/
|
2,144,058 | $246,266,501 | |
| 6 | SO |
Southern Co
|
2,513,008 | $240,519,995 | |
| 7 | NGG |
National Grid PLC
|
2,099,207 | $173,961,284 | |
| 8 | PPL |
PPL Corp
|
2,981,883 | $108,391,447 |
All Filings in WEC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,133,497 | 3,734,979 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $419,541,449 | 3,623,922 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $313,257,540 | 2,970,392 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $349,108,862 | 3,046,591 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $282,308,122 | 2,709,291 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $274,564,320 | 2,519,401 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $196,461,973 | 2,089,132 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $196,891,616 | 2,047,116 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $139,889,393 | 1,782,939 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $141,404,070 | 1,721,920 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $140,146,248 | 1,665,038 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $69,379,326 | 861,320 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,860,840 | 372,403 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $30,931,209 | 326,313 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $44,462,210 | 474,213 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $54,041,296 | 604,286 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $56,811,481 | 564,502 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $27,443,557 | 274,958 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $34,237,074 | 352,705 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $29,721,459 | 336,978 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $30,318,785 | 340,852 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $31,370,151 | 335,187 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $26,494,700 | 287,892 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $28,047,995 | 289,453 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $27,807,488 | 317,256 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $26,167,030 | 296,914 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||