Baird Financial Group, Inc.

Position in WEC — Wec Energy Group, Inc.

CIK 1648711 MILWAUKEE, WI

Back to WEC Full portfolio

Position in WEC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$64,128,359

+$12,748,459 QoQ

Shares Held

553,929

+13.7% QoQ

Ownership

0.170%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.66746640814978.ToString("F0")% Shared 0.ToString("F0")% None 0.3325335918502191.ToString("F0")%

Common Shares in WEC Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

Baird Financial Group, Inc. holds $434,841,543 across 25 Utilities - Regulated Electric names. WEC ranks #4 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	706,338	$92,487,897
2	AEP	American Electric Power Co Inc	641,112	$84,036,959
3	NEE	Nextera Energy Inc	862,126	$80,074,262
4	WEC	Wec Energy Group, Inc. This page	553,929	$64,128,359
5	SO	Southern Co	299,473	$28,905,133
6	ETR	Entergy Corp /De/	182,464	$20,501,653
7	EIX	Edison International	231,960	$16,974,832
8	D	Dominion Energy, Inc	145,064	$8,967,856

All Filings in WEC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$64,128,359	553,929	+13.7%	Shares	Defined	2026-05-14
2025-12-31	$51,379,900	487,198	+21.7%	Shares	Defined	2026-02-13
2025-09-30	$45,880,804	400,391	+3.4%	Shares	Defined	2025-11-13
2025-06-30	$40,340,924	387,149	+33.3%	Shares	Defined	2025-08-13
2025-03-31	$31,648,009	290,402	+16.3%	Shares	Defined	2025-05-15
2024-12-31	$23,483,292	249,716	+1.8%	Shares	Defined	2025-02-14
2024-09-30	$23,599,493	245,368	+8.0%	Shares	Defined	2024-11-14
2024-06-30	$17,833,016	227,288	+2.6%	Shares	Defined	2024-08-14
2024-03-31	$18,185,062	221,445	+5.5%	Shares	Defined	2024-05-14
2023-12-31	$17,671,154	209,946	-8.5%	Shares	Defined	2024-02-14
2023-09-30	$18,488,076	229,523	+5.6%	Shares	Defined	2023-11-13
2023-06-30	$19,171,727	217,268	-36.0%	Shares	Defined	2023-08-11
2023-03-31	$32,160,065	339,277	+28.5%	Shares	Defined	2023-05-15
2022-12-31	$24,764,452	264,126	+3.9%	Shares	Defined	2023-02-13
2022-09-30	$22,744,461	254,327	+142.6%	Shares	Defined	2022-11-15
2022-06-30	$10,549,988	104,829	+20.3%	Shares	Defined	2022-08-08
2022-03-31	$8,696,144	87,127	+0.8%	Shares	Defined	2022-05-13
2021-12-31	$8,388,885	86,421	+3.5%	Shares	Defined	2022-02-09
2021-09-30	$7,365,670	83,511	+5.7%	Shares	Defined	2021-11-12
2021-06-30	$7,029,896	79,032	-1.0%	Shares	Defined	2021-08-11
2021-03-31	$7,469,511	79,811	-9.3%	Shares	Defined	2021-05-13
2020-12-31	$8,100,571	88,021	-0.0%	Shares	Defined	2021-02-11
2020-09-30	$8,533,303	88,063	+1.0%	Shares	Defined	2020-11-12
2020-06-30	$7,638,608	87,149	-10.8%	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.