Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,179,775
-$3,716,082 QoQ
Shares Held
361,221
-8.9% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#89
of 1,390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,764,125,142 across 34 Utilities - Regulated Electric names. WEC ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,420,559 | $1,177,922,463 | |
| 2 | CNP |
Centerpoint Energy Inc
|
10,338,008 | $455,285,872 | |
| 3 | FE |
Firstenergy Corp
|
6,840,128 | $325,179,684 | |
| 4 | IDA |
Idacorp Inc
|
883,246 | $133,635,119 | |
| 5 | LNT |
Alliant Energy Corp
|
1,327,963 | $101,310,296 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,357,486 | $97,223,147 | |
| 7 | POR |
Portland General Electric Co /Or/
|
1,828,102 | $94,750,526 | |
| 8 | AEP |
American Electric Power Co Inc
|
615,589 | $84,218,730 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,179,775 | 361,221 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $45,895,857 | 396,440 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $42,851,772 | 406,332 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $46,020,145 | 401,607 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $38,214,515 | 366,742 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $40,402,590 | 370,734 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,931,879 | 403,359 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $87,633,252 | 911,138 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $82,742,973 | 1,054,588 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $94,794,564 | 1,154,342 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $157,123,926 | 1,866,745 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $148,452,280 | 1,842,983 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $125,551,665 | 1,422,843 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $124,636,053 | 1,314,865 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $120,939,523 | 1,289,884 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $87,295,931 | 976,137 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $98,056,570 | 974,330 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $102,205,739 | 1,024,003 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $123,245,409 | 1,269,655 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $110,752,121 | 1,255,693 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $125,400,642 | 1,409,788 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $155,818,365 | 1,664,904 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $155,597,421 | 1,690,725 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $162,176,394 | 1,673,647 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $129,570,453 | 1,478,271 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $44,400,333 | 503,805 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||