Position in WEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,819,989
+$657,828 QoQ
Shares Held
50,272
+2.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Allworth Financial LP holds $158,651,861 across 37 Utilities - Regulated Electric names. WEC ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
596,231 | $55,377,935 | |
| 2 | DUK |
Duke Energy CORP
|
182,673 | $23,919,202 | |
| 3 | SO |
Southern Co
|
237,057 | $22,880,741 | |
| 4 | XEL |
Xcel Energy Inc
|
223,258 | $17,735,615 | |
| 5 | PCG |
PG&E Corp
|
336,961 | $5,920,404 | |
| 6 | WEC |
Wec Energy Group, Inc.
This page
|
50,272 | $5,819,989 | |
| 7 | AEE |
Ameren Corp
|
41,884 | $4,603,889 | |
| 8 | AEP |
American Electric Power Co Inc
|
30,476 | $3,994,794 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,819,989 | 50,272 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,162,161 | 48,949 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,941,349 | 43,122 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,511,443 | 43,296 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,867,482 | 35,488 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,379,233 | 35,934 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $544,859 | 5,665 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $549,062 | 6,998 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $959,653 | 11,686 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,203,041 | 14,293 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,043,364 | 12,953 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,302,422 | 14,760 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,421,470 | 14,996 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,364,957 | 14,558 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $928,998 | 10,388 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,033,673 | 10,271 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $272,281 | 2,728 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $264,806 | 2,728 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $196,421 | 2,227 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $189,641 | 2,132 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $159,851 | 1,708 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $128,289 | 1,394 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $134,787 | 1,391 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $121,745 | 1,389 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,143,046 | 12,970 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||