Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$144,582,278
-$1,441,780 QoQ
Shares Held
1,238,180
-1.8% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#38
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Magellan Asset Management Ltd holds $1,971,566,304 across 27 Utilities - Regulated Electric names. WEC ranks #7 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
3,437,065 | $248,396,687 | |
| 2 | XEL |
Xcel Energy Inc
|
2,818,534 | $226,328,280 | |
| 3 | CMS |
Cms Energy Corp
|
2,539,050 | $194,237,325 | |
| 4 | EVRG |
Evergy, Inc.
|
2,173,521 | $187,857,420 | |
| 5 | D |
Dominion Energy, Inc
|
2,690,485 | $183,733,220 | |
| 6 | LNT |
Alliant Energy Corp
|
1,987,533 | $151,628,892 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
1,238,180 | $144,582,278 | |
| 8 | SO |
Southern Co
|
592,268 | $56,685,970 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,582,278 | 1,238,180 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||