Position in WEC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$67,666,407
+$4,480,365 QoQ
Shares Held
584,490
-2.4% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BENJAMIN EDWARDS INC holds $188,920,302 across 26 Utilities - Regulated Electric names. WEC ranks #1 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
584,490 | $67,666,407 | |
| 2 | NEE |
Nextera Energy Inc
|
386,842 | $35,929,884 | |
| 3 | SO |
Southern Co
|
200,127 | $19,316,257 | |
| 4 | DUK |
Duke Energy CORP
|
80,566 | $10,549,311 | |
| 5 | AEE |
Ameren Corp
|
79,702 | $8,760,843 | |
| 6 | ETR |
Entergy Corp /De/
|
66,872 | $7,513,737 | |
| 7 | AEP |
American Electric Power Co Inc
|
45,600 | $5,977,247 | |
| 8 | CMS |
Cms Energy Corp
|
62,480 | $4,847,198 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,666,407 | 584,490 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $63,186,042 | 599,147 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $71,461,073 | 623,624 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $64,427,276 | 618,304 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $66,445,759 | 609,706 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $54,091,619 | 575,198 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $54,690,736 | 568,629 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,473,083 | 57,011 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,760,167 | 57,966 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $4,909,972 | 58,334 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $4,404,957 | 54,686 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,858,053 | 55,055 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,123,020 | 54,046 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $4,979,687 | 53,111 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $4,947,714 | 55,325 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $5,544,458 | 55,092 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,209,383 | 52,193 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $5,278,084 | 54,374 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,711,432 | 19,404 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $1,051,300 | 11,819 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,125,045 | 12,021 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,088,806 | 11,831 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,140,222 | 11,767 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $816,109 | 9,311 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $978,154 | 11,099 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||