Position in WEC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$146,024,058
+$10,496,042 QoQ
Shares Held
1,261,329
-1.9% QoQ
Ownership
0.387%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.22479860528063.ToString("F0")%
Shared 0.ToString("F0")%
None 4.775201394719379.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Magellan Asset Management Ltd holds $2,023,260,942 across 27 Utilities - Regulated Electric names. WEC ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
6,182,582 | $428,329,280 | |
| 2 | XEL |
Xcel Energy Inc
|
2,316,759 | $184,043,334 | |
| 3 | EVRG |
Evergy, Inc.
|
2,242,868 | $183,735,746 | |
| 4 | D |
Dominion Energy, Inc
|
2,777,633 | $171,713,272 | |
| 5 | CMS |
Cms Energy Corp
|
2,019,954 | $156,708,031 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
1,261,329 | $146,024,058 | |
| 7 | LNT |
Alliant Energy Corp
|
2,034,446 | $145,991,844 | |
| 8 | EXC |
Exelon Corp
|
1,092,489 | $53,553,810 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,024,058 | 1,261,329 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $135,528,016 | 1,285,113 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $149,061,651 | 1,300,826 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $137,248,801 | 1,317,167 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $159,677,931 | 1,465,204 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $156,421,810 | 1,663,354 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $222,346,711 | 2,311,777 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $186,547,045 | 2,377,607 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $310,644,439 | 3,782,811 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $399,002,498 | 4,740,436 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $413,888,615 | 5,138,282 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $469,157,343 | 5,316,833 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $430,769,458 | 4,544,461 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $486,028,306 | 5,183,749 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $514,579,683 | 5,753,994 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $614,622,468 | 6,107,139 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $713,327,697 | 7,146,856 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,474,078,519 | 15,185,727 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,755,631,407 | 19,905,118 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,808,280,294 | 20,329,177 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,271,272,817 | 24,268,328 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,071,472,163 | 22,508,662 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,124,975,720 | 21,929,574 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,612,671,648 | 18,398,992 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,231,135,472 | 13,969,539 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||