Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,250,761
+$8,634,660 QoQ
Shares Held
301,882
+31.3% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#99
of 1,386 holders
Holding Since
Mar 2020
24 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, 2026Gotham Asset Management, LLC holds $573,108,376 across 27 Utilities - Regulated Electric names. WEC ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
751,305 | $64,935,291 | |
| 2 | DUK |
Duke Energy CORP
|
479,341 | $60,674,983 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
474,615 | $50,783,805 | |
| 4 | LNT |
Alliant Energy Corp
|
642,818 | $49,040,585 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,046,087 | $46,069,671 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
301,882 | $35,250,761 | |
| 7 | AEE |
Ameren Corp
|
279,323 | $31,574,671 | |
| 8 | OGE |
Oge Energy Corp.
|
645,045 | $31,387,889 |
All Filings in WEC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,250,761 | 301,882 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,616,101 | 229,905 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,814,218 | 197,366 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,347,975 | 177,572 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,140,014 | 97,313 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,513,518 | 87,296 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,827,983 | 83,241 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,911,670 | 82,259 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,233,988 | 66,709 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,220,614 | 63,573 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,237,851 | 38,468 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,676,487 | 20,813 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,119,765 | 12,690 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,282,224 | 13,527 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,043,923 | 11,134 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $996,965 | 11,148 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,888,811 | 18,768 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $505,437 | 5,064 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,302,388 | 13,417 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $288,325 | 3,269 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $302,778 | 3,290 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $346,805 | 3,579 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $317,906 | 3,627 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $327,491 | 3,716 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||