O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1423442 Stamford, CT

Position in WEC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$12,277,061

+$432,427 QoQ

Shares Held

106,047

-5.6% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $253,555,538 across 33 Utilities - Regulated Electric names. WEC ranks #7 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	501,910	$46,617,400
2	DUK	Duke Energy CORP	202,051	$26,456,557
3	AEP	American Electric Power Co Inc	191,859	$25,148,877
4	SO	Southern Co	246,737	$23,815,055
5	ETR	Entergy Corp /De/	123,452	$13,871,066
6	D	Dominion Energy, Inc	202,372	$12,510,637
7	WEC	Wec Energy Group, Inc. This page	106,047	$12,277,061
8	XEL	Xcel Energy Inc	129,530	$10,289,863

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,277,061	106,047	-5.6%	Shares	Sole	2026-05-13
2025-12-31	$11,844,634	112,314	+0.4%	Shares	Sole	2026-02-11
2025-09-30	$12,821,704	111,892	+5.6%	Shares	Sole	2025-11-13
2025-06-30	$11,038,635	105,937	+9.7%	Shares	Sole	2025-08-12
2025-03-31	$10,520,711	96,538	+6.0%	Shares	Sole	2025-05-13
2024-12-31	$8,568,078	91,111	+6.5%	Shares	Sole	2025-02-12
2024-09-30	$8,226,852	85,536	+4.3%	Shares	Sole	2024-11-12
2024-06-30	$6,434,504	82,010	+8.8%	Shares	Sole	2024-08-14
2024-03-31	$6,190,944	75,389	+30.4%	Shares	Sole	2024-05-13
2023-12-31	$4,867,635	57,831	-11.0%	Shares	Sole	2024-02-09
2023-09-30	$5,236,636	65,011	+29.2%	Shares	Sole	2023-11-13
2023-06-30	$4,439,530	50,312	-5.2%	Shares	Sole	2023-08-11
2023-03-31	$5,030,694	53,072	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$4,994,688	53,271	-1.6%	Shares	Sole	2023-02-10
2022-09-30	$4,840,219	54,123	-5.7%	Shares	Sole	2022-11-14
2022-06-30	$5,776,333	57,396	+3930.6%	Shares	Sole	2022-08-11
2021-09-30	$125,596	1,424	+34.0%	Shares	Sole	2021-11-10
2021-06-30	$94,553	1,063	-7.5%	Shares	Sole	2021-08-09
2021-03-31	$107,534	1,149	-25.7%	Shares	Sole	2021-05-14
2020-12-31	$142,278	1,546	+22.7%	Shares	Sole	2021-02-11
2020-09-30	$122,094	1,260	-17.4%	Shares	Sole	2020-11-12
2020-06-30	$133,753	1,526	+1634.1%	Shares	Sole	2020-08-13
2020-03-31	$7,755	88	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.