Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,502,381
+$41,227 QoQ
Shares Held
21,430
+0.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#393
of 1,386 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $55,647,166 across 12 Utilities - Regulated Electric names. WEC ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
373,884 | $16,465,851 | |
| 2 | PPL |
PPL Corp
|
393,955 | $14,320,264 | |
| 3 | NEE |
Nextera Energy Inc
|
80,101 | $7,030,464 | |
| 4 | POR |
Portland General Electric Co /Or/
|
118,335 | $6,133,303 | |
| 5 | OGE |
Oge Energy Corp.
|
61,199 | $2,977,943 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
21,430 | $2,502,381 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
25,435 | $2,064,304 | |
| 8 | AEE |
Ameren Corp
|
13,147 | $1,486,136 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,502,381 | 21,430 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,461,154 | 21,259 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,878,664 | 17,814 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,897,381 | 16,558 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,761,605 | 16,906 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,858,762 | 17,056 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,620,497 | 17,232 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,362,774 | 14,169 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,111,699 | 14,169 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $1,436,114 | 17,488 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,770,768 | 21,038 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,912,659 | 23,745 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,394,480 | 27,136 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,698,007 | 28,463 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,743,980 | 29,266 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,708,476 | 30,286 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,076,363 | 30,568 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $1,684,972 | 19,104 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,666,923 | 18,740 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,769,599 | 18,908 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,702,462 | 18,499 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,725,401 | 17,806 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,389,690 | 15,855 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,397,829 | 15,861 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||