Position in WEC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,214,111
+$626,052 QoQ
Shares Held
36,089
+16.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#315
of 1,383 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, 2026Johnson Financial Group, Inc. holds $20,728,843 across 21 Utilities - Regulated Electric names. WEC ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
109,531 | $5,106,334 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
36,089 | $4,214,111 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,849 | $4,083,641 | |
| 4 | EVRG |
Evergy, Inc.
|
29,898 | $2,584,083 | |
| 5 | ETR |
Entergy Corp /De/
|
7,342 | $843,301 | |
| 6 | ED |
Consolidated Edison Inc
|
7,456 | $824,856 | |
| 7 | LNT |
Alliant Energy Corp
|
8,998 | $686,457 | |
| 8 | DUK |
Duke Energy CORP
|
4,328 | $547,837 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,214,111 | 36,089 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,588,059 | 30,993 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,351,306 | 31,778 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $5,519,914 | 48,171 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,709,728 | 35,602 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,770,816 | 34,601 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,499,604 | 37,214 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,736,048 | 18,050 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $729,991 | 9,304 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $336,281 | 4,095 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $491,720 | 5,842 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $392,761 | 4,876 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $689,507 | 7,814 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,072,548 | 11,315 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $607,189 | 6,476 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $597,570 | 6,682 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,359,645 | 13,510 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,357,514 | 13,601 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,433,252 | 25,067 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,046,239 | 23,200 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,392,043 | 26,892 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,461,416 | 26,300 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,506,347 | 16,368 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $244,478 | 2,523 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $245,595 | 2,802 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $335,070 | 3,802 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||