Position in WEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,472,336
+$1,579,905 QoQ
Shares Held
237,301
-3.3% QoQ
Ownership
0.073%
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 2.4036982566445144.ToString("F0")%
Shared 0.ToString("F0")%
None 97.59630174335548.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $467,748,699 across 42 Utilities - Regulated Electric names. WEC ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,095,389 | $101,739,728 | |
| 2 | DUK |
Duke Energy CORP
|
571,832 | $74,875,679 | |
| 3 | SO |
Southern Co
|
550,002 | $53,086,191 | |
| 4 | AEP |
American Electric Power Co Inc
|
221,219 | $28,997,384 | |
| 5 | WEC |
Wec Energy Group, Inc.
This page
|
237,301 | $27,472,336 | |
| 6 | D |
Dominion Energy, Inc
|
327,150 | $20,224,412 | |
| 7 | ED |
Consolidated Edison Inc
|
166,390 | $18,832,018 | |
| 8 | DTE |
Dte Energy Co
|
100,829 | $14,743,214 |
All Filings in WEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,472,336 | 237,301 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $25,892,431 | 245,519 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $26,809,016 | 233,956 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,945,248 | 210,607 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $19,548,068 | 179,373 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $17,583,597 | 186,980 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $17,929,584 | 186,417 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,517,452 | 185,030 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,821,154 | 192,659 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $27,008,128 | 320,876 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $20,443,263 | 253,796 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,359,764 | 219,399 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $22,256,878 | 234,802 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,480,781 | 250,435 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $22,647,607 | 253,244 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,010,789 | 238,581 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $21,618,343 | 216,595 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $20,228,413 | 208,390 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $18,205,270 | 206,409 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $18,250,045 | 205,172 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $19,542,523 | 208,810 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,480,994 | 233,413 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $25,297,098 | 261,064 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $24,889,790 | 283,968 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,891,509 | 271,094 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||