Position in WEC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$29,771,181
+$5,570,959 QoQ
Shares Held
257,158
+12.1% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Derivatives in WEC
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$254,694
PutShares
2,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Cetera Investment Advisers holds $617,493,979 across 35 Utilities - Regulated Electric names. WEC ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,090,787 | $101,312,296 | |
| 2 | DUK |
Duke Energy CORP
|
689,224 | $90,246,990 | |
| 3 | SO |
Southern Co
|
798,489 | $77,070,158 | |
| 4 | AEP |
American Electric Power Co Inc
|
286,672 | $37,576,965 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
257,158 | $29,771,181 | |
| 6 | ETR |
Entergy Corp /De/
|
248,690 | $27,942,808 | |
| 7 | D |
Dominion Energy, Inc
|
361,632 | $22,356,090 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
254,562 | $20,606,793 |
All Filings in WEC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,771,181 | 257,158 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $254,694 | 2,200 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $24,200,222 | 229,473 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $232,012 | 2,200 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $24,939,138 | 217,638 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,287,278 | 137,114 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,906,612 | 155,135 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,867,702 | 147,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,501,731 | 150,777 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,411,355 | 119,951 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $9,453,325 | 115,116 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $2,108,795 | 25,054 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,018,876 | 12,649 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,056,762 | 11,976 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,104,587 | 11,653 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,667,334 | 17,783 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $809,699 | 9,054 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $920,755 | 9,149 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $874,834 | 8,765 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $761,222 | 7,842 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $671,378 | 7,612 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $740,419 | 8,324 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $601,596 | 6,428 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $796,427 | 8,654 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $470,934 | 4,860 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $217,284 | 2,479 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $222,792 | 2,528 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||