Position in WEC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$25,959,372
+$744,319 QoQ
Shares Held
222,312
+2.1% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#127
of 1,390 holders
Holding Since
Dec 2023
11 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, 2026CIDEL ASSET MANAGEMENT INC holds $126,333,009 across 24 Utilities - Regulated Electric names. WEC ranks #3 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
906,780 | $51,895,019 | |
| 2 | CMS |
Cms Energy Corp
|
405,656 | $31,032,684 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
222,312 | $25,959,372 | |
| 4 | NGG |
National Grid PLC
|
61,790 | $5,120,537 | |
| 5 | NEE |
Nextera Energy Inc
|
37,424 | $3,284,704 | |
| 6 | DUK |
Duke Energy CORP
|
9,227 | $1,167,953 | |
| 7 | EMA |
Emera Inc
|
19,215 | $1,018,779 | |
| 8 | SO |
Southern Co
|
8,659 | $828,752 |
All Filings in WEC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,959,372 | 222,312 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $25,215,053 | 217,803 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $21,404,899 | 202,967 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $23,664,324 | 206,513 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,935,238 | 200,914 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $21,555,699 | 197,795 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $13,809,303 | 146,845 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $18,224,090 | 189,479 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $14,807,206 | 188,723 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $22,163,941 | 269,897 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $22,856,026 | 271,546 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||