Position in WEC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,921,202
+$1,733,400 QoQ
Shares Held
119,219
+13.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#172
of 1,383 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, 2026IFM Investors Pty Ltd holds $316,305,773 across 30 Utilities - Regulated Electric names. WEC ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
590,943 | $51,867,067 | |
| 2 | SO |
Southern Co
|
331,715 | $31,748,442 | |
| 3 | DUK |
Duke Energy CORP
|
236,761 | $29,969,207 | |
| 4 | AEP |
American Electric Power Co Inc
|
161,026 | $22,029,967 | |
| 5 | D |
Dominion Energy, Inc
|
224,612 | $15,338,753 | |
| 6 | EXC |
Exelon Corp
|
324,726 | $15,138,726 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
119,219 | $13,921,202 | |
| 8 | ETR |
Entergy Corp /De/
|
120,836 | $13,879,222 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,921,202 | 119,219 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,187,802 | 105,276 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,468,466 | 70,818 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,692,770 | 67,133 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,388,196 | 70,904 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $7,289,672 | 66,890 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $8,137,657 | 86,534 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $9,106,899 | 94,686 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,394,827 | 106,995 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,761,136 | 106,687 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $8,927,996 | 106,071 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,506,241 | 105,602 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $8,906,592 | 100,936 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,616,247 | 69,799 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,505,350 | 69,383 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,224,251 | 91,963 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $9,105,102 | 90,472 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,893,370 | 89,103 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,633,135 | 37,428 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,460,438 | 39,234 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,465,936 | 38,965 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,110,463 | 33,235 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,682,766 | 29,151 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,401,957 | 24,788 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,917,606 | 21,878 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,830,999 | 32,123 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||