Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$65,599,634
+$1,471,275 QoQ
Shares Held
561,785
+1.4% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#71
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. WEC ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
This page
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,599,634 | 561,785 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $64,128,359 | 553,929 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $51,379,900 | 487,198 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $45,880,804 | 400,391 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $40,340,924 | 387,149 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $31,648,009 | 290,402 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $23,483,292 | 249,716 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,599,493 | 245,368 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,833,016 | 227,288 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,185,062 | 221,445 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $17,671,154 | 209,946 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,488,076 | 229,523 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $19,171,727 | 217,268 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $32,160,065 | 339,277 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $24,764,452 | 264,126 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $22,744,461 | 254,327 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $10,549,988 | 104,829 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $8,696,144 | 87,127 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,388,885 | 86,421 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $7,365,670 | 83,511 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,029,896 | 79,032 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $7,469,511 | 79,811 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,100,571 | 88,021 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,533,303 | 88,063 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,638,608 | 87,149 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $8,610,740 | 97,705 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||